Universal Banker
Jeff-Bank
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Benefits offered by this job
Job summary
Jeff Bank in White Lake, NY, seeks a Universal Banker to deliver teller and customer service duties, build lasting relationships, and support branch goals. You will open new accounts, service existing ones, and educate customers on bank products in a fast-paced community setting.
Associates degree and 2–3 years banking experience are preferred. Strong accuracy, communication, and computer skills (Word/Excel) are essential for success in this role.
Qualifications
- Associates degree; two to three years related experience or equivalent.
- Strong accuracy, judgment, and reliability in customer interactions.
- Excellent communication and math skills.
- Proficiency with personal computers; knowledge of Word and Excel.
- Banking experience preferred.
Responsibilities
- Provide teller and CSR services, building relationships with customers.
- Open new accounts and service existing ones.
- Educate and cross-sell bank products.
- Ensure compliance with policies and regulations.
- Assist team to meet branch goals.
Skills
Education
Tools
Job description
Jeff Bank has achieved incredible growth and success since its inception in 1913, and it could not have happened without the energy, desire and talent of our employees. We embrace diversity and recognize the importance of creating a team that is committed to the success of our customers, the communities we serve, the Bank and each other.
Our commitment presents many possibilities for career development. Bring your professional image and your passion for providing exceptional service to a dynamic team dedicated to helping create successful businesses, opportunities, financial health and strong, vibrant communities.
We offer a broad range of exciting employment opportunities, with competitive compensation and comprehensive benefits that include:
- Health & Welfare Benefits
- Paid Time Off
- Retirement Savings
- Employer Paid Life & Disability Insurance
- Flexible Spending Accounts
- Tuition Assistance Program
- Employee Banking & Loan Discounts
- Employee Assistance Program
- Continuous Training and Development Opportunities
As customer needs dictate, provide exceptional service through performing all aspects of teller and CSR responsibilities. This person requires the ability to build and maintain relationships with prospective and current customers through communicating all Jeff Bank products and services effectively and professionally. This person must also work with a team to meet or exceed personal and branch goals, be flexible to changing needs and open to learning new tasks.
- Demonstrate core values and guiding principles as outlined in the Bank's Mission, Vision and Value Statements of which the following are illustrative:
- Gives exceptional customer service to both internal and external customers by providing prompt, polite and effective communication.
- Participates as a member of the team.
- Positively and proactively contributes to the Bank's strategic plan.
- Demonstrates support of management.
- Ensure that all activities and work functions adhere to compliance requirements as are defined in company policies and procedures as well as state/federal laws and regulations.
- Perform the following teller duties including but not limited to:
- Receive deposits of cash and checks for credit to depository accounts. Place holds where applicable according to bank policy.
- Cash checks according to bank policy.
- Verify signatures and customer balances.
- Issue cashier's checks and perform cash advances for customers on Visa or Mastercard.
- Process night deposit and mail deposits.
- Balance cash drawer.
- Sell mutilated currency to Head Teller or designee
- Provide assistance and information to customers and refers them to other areas of the bank as necessary.
- Order currency and coin as needed; ship currency and coin as needed.
- Assist with the balancing of the vault.
- Receive and process consumer loan, mortgage and home equity payments and generate customer receipts.
- Scan daily work and perform other teller functions that might be needed. Assist others to complete tasks and assignments.
- Ensure teller station is properly stocked with forms, supplies, brochures, etc.
- Perform account services duties of which the following is illustrative:
- Open new accounts, including checking, savings, IRAs, CDs, Safe Deposit Boxes.
- Redeem IRAs and CDs.
- Issue, order, activate and service ATM and Debit Cards.
- Take outgoing wire transfer requests.
- Process check and deposit slip order for accounts.
- Check completed new accounts, closed accounts, file maintenance reports.
- Educate and Cross sell bank products and services.
- Assist customers with account inquiries.
- Any other functions asked to be performed by Supervisor.
- Perform the following leadership skills including but not limited:
- Develop and sustain cooperative working relationships.
- Provide on the spot coaching of staff members where applicable.
- Encourage and facilitate cooperation with the organization and with both internal and external customer groups.
- May perform the following loan operations duties:
- Interview customers applying for consumer loans, mortgage loans, home equity loans etc.
- Underwrite loan applications including credit reporting, debt servicing calculation
- Refer loan applications to Lending Officer.
- Actively collect on any past due loan accounts.
Performs other related duties as assigned or directed.
$21.45 - $27.26 Hourly
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; use hand to finger, handle or feel objects, tools, or controls; reach with hands and arms; and talk and hear. The employee is frequently required to walk and stand. The employee is occasionally required to stoop, kneel, crouch or crawl. The employee must occasionally lift and or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
The environment of this position is a branch banking environment. A professional demeanor is required at all times. The noise level in the work environment is moderate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Telephone Teller Machine Calculator Copy machine Computer keyboard Coin machine(s) Sorter Currency verifier Combination lock Office doors and security equipment.
Associates degree; two to three years related experience/training; or equivalent combination of education and experience. Related work experience may substitute for education.
Most important to this position are accuracy, judgment, reliability and good customer relations. This position requires good communication with customers and mathematical and general business knowledge. Preferably a minimum of 2 years banking experience and some training in customer relations. A good knowledge of personal computers is a requirement including Microsoft Word and Excel. Should be able to perform work satisfactorily after 3 months on the job training. Must be friendly and people oriented.
Full-Time
White Lake
1
10
Jeff Bank is proud to be an affirmative action equal opportunity employer Minorities/Females/Disabled/Veteran. Our Bank is committed to a policy of equal employment opportunity for applicants and employees. We treat each in a manner free of discrimination regarding race, creed, color, religion, sex, sexual orientation, national origin, age, disability, marital status, veteran status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
This position is currently accepting applications.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
