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Universal Banker / Floater

Seneca Savings

Village of Liverpool (NY)

On-site

USD 10,000 - 60,000

Full time

3 days ago

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Job summary

A leading community bank in Central New York seeks a Universal Banker / Floater to enhance customer experiences and drive sales. In this entry-level role, you will support various customer transactions and account servicing while fostering relationships and promoting bank products. Ideal candidates will have a strong commitment to service excellence and teamwork in a dynamic branch environment.

Benefits

Paid Time Off

Medical, Dental and Vision Insurance

401k with Matching (5%)

Tuition Reimbursement

Employee Discounts

Qualifications

Strong communication skills are essential.
Must work well with others as a team player.
Prior cash handling experience preferred.

Responsibilities

Serves as the focal point in the branch for sales and service.
Identifies sales opportunities and assists with transactions.
Conducts lead-focused outbound calls.

Skills

Customer Service

Communication

Team Player

Education

High School diploma or GED

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Who We Are:

Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we’re committed to exceeding expectations by delivering big bank technology with a personal touch.

Description

Who We Are:

Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we’re committed to exceeding expectations by delivering big bank technology with a personal touch.

As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams.

We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values:

Driven Towards Success
Team Oriented
Customer First
Positive Attitude

These values define who we are and how we work, both with each other and with the communities we proudly serve.

Join our innovative team and be part of a company that’s committed to delivering exceptional service, enhancing lives, and making a difference every day.

Job Summary

This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is the key driver of customer flow in the branch to support these activities. The Universal Banker services existing customers and grows their business through identifying sales opportunities with customers. The position assists the Tellers with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. The percentage of time spent in each work area is based on branch size, complexity, and need.

Essential Job Duties and Responsibilities: (Additional duties as assigned)

The Universal Banker serves as the assigned person (based on branch facility design), as scheduled, to welcome the customer, work with or direct them as appropriate based on their identified needs and encourage utilization of self-service channels.
The Universal Banker must be proficient in the New Account opening process, both Personal and Business.
Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or phone) by saying “Thank you for your business, is there anything else I can do for you today (customer name)?” Maintain a professional manner to build customer confidence and trust.
Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities.
The Universal Banker must be attentive to recognize and act on customer needs to build lasting customer relationships.
Meet with customers entering the branch to assess and identify customers’ immediate and long-term financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate. Develop new customer relationships and/or retain and expand existing relationships by proactively identifying customer opportunities utilizing fundamentals of the Bank’s sales process to achieve personal sales and/or referral goals.
Conduct lead-focused outbound calls and participate in Branch sales promotions as requested by management.
Follow consumer guidelines for accuracy and proper new account handling and exception processing.
Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing in a timely and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work and adhere to all procedures.
Maintain thorough knowledge of procedures required for ATM (Automated Teller Machine) settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control and review, opening and closing procedures, ordering of cash, and preparation of cash for shipment and receipt of cash shipment.
Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets.
Demonstrate teamwork by proactively assisting other Branch colleagues when needed as well as actively participating and contributing during Branch Team meetings.
This position will primarily be staffed in our Manlius Branch but requires flexibility to be relocated on a day-to-day basis as needed to ensure consistent staffing levels.

The Universal Banker must review the following reports on a daily basis:

Debit cards ordered.
Customer Source
Online Banking Enrollment
Stop/ Hold Content
High Dollar Report
CTR addition and review
3-10 log
IRS Data Capture
Deposit Review

Supervisory Responsibilities

None

Required Experience And Education

High School diploma or GED
Previous banking experience preferred
Basic knowledge of computers.
Must have pleasant, personable, and professional relationship skills for customer contact.
Strong communication skills
Professional image
Must work well with others as a team player
Prior cash handling experience preferred.
Prior customer service experience preferred.
Must be able to take direction from supervisor
Must be able to work rotating schedule to include Saturdays.
Must be able to attend after hour meetings as required.
Travel between office locations occasionally required.
Must be able to adapt to changes in policies and or procedures (sometimes at a rapid pace).

Equipment, Machines And Software Used

Basic Equipment and Machinery: Basic personal computer/key boarding skills and perform basic word processing and data entry.

Ability to operate a computer, printer, copier, facsimile machine, telephone, credit card machine, calculator, and shredder.

Physical And Mental Requirements

While performing the duties of this position, the Universal Banker is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions.

The physical requirements of this position call for the ability to exert up to 30 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.

Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing work assignments, using a computer terminal, and/or extensive reading.

Environmental Conditions

There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment.

Benefits

Paid Time Off
Medical, Dental and Vision Insurance
Short-Term and Long-Term Disability Insurance
Accident Insurance
Flexible Spending and Health Savings Accounts
Company Paid Life Insurance
401k with Matching (5%)
Employee Stock Option Plan
Tuition Reimbursement
Opportunities For Advancement
Employee Discounts

The base pay range for this position is $18.00 - $24.00 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales
Industries
Banking

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