Universal Banker: Client Care & Teller Expert

Apple Bank

United States

On-site

USD 62,981,116 - 94,473,052

Full time

14 days+
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Job summary

Apple Bank in Bronx, NY seeks a Universal Banker to serve as a single point of contact for customers, handling transactions and cross-selling banking products. The UB will resolve issues, maintain records, and uphold security and compliance standards.

The role emphasizes customer service, accurate cash handling, and teamwork, with weekend hours as needed and potential cross-location coverage.

Qualifications

  • High School Diploma or GED required.
  • 1–2 years of retail banking experience in teller/customer service.
  • General understanding of banking operations and compliance.
  • Ability to develop and maintain customer relationships.
  • Willingness to be cross-trained in other branch functions.
  • Excellent problem-solving and communication skills.
  • Availability for weekend work and extended hours.
  • Visa sponsorship not available.

Responsibilities

  • Provide exceptional customer service in a friendly, professional manner.
  • Process monetary and account transactions per bank policies.
  • Promote banking products and services to clients and prospects.
  • Build and deepen relationships to meet sales/referral goals.
  • Handle teller operations, cash handling, and vault procedures.
  • Communicate disclosures and regulations to customers at account opening.
  • Maintain accurate account records and timely follow-up.
  • Adhere to compliance, security, and audit policies.
  • Assist in training new tellers and staff when needed.
  • Attend educational workshops to maintain knowledge.

Skills

Customer service
Teller experience
Banking operations
Cross-selling
Attention to detail
Communication
Compliance awareness
Teamwork
Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Apple Bank in Bronx, NY seeks a Universal Banker to serve as a single point of contact for customers, handling transactions and cross-selling banking products. The UB will resolve issues, maintain records, and uphold security and compliance standards.

The role emphasizes customer service, accurate cash handling, and teamwork, with weekend hours as needed and potential cross-location coverage.

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