Universal Banker Supervisor - Monsey

Apple Bank; Monsey (NY); On-site; USD 37,000 - 52,000; Full time

Job summary

Apple Bank in Monsey, NY is seeking a Universal Banker (UB) Supervisor to lead branch operations and deliver exceptional customer service. The role combines supervision, teller/customer service duties, and sales support to grow banking relationships.

The UB Supervisor will train staff, approve transactions in absence of management, and ensure compliance with CIP and BSA. Weekend hours and some travel may be required.

Qualifications

• High School Diploma or GED required.
• 3 years of retail banking experience in Teller/Customer Service.
• 1–2 years of supervisory experience in the teller unit or platform; cross-training appreciated.

Responsibilities

• Provide excellent customer service and resolve issues promptly.
• Oversee branch operations in absence of branch management.
• Train and mentor tellers and customer service staff; ensure CIP and BSA compliance.
• Assist with opening/closing of the branch and vault/ATM duties as needed.
• Identify opportunities to grow banking relationships and refer clients to licensed representatives.

Skills

Customer service

Leadership

Communication

Banking knowledge

Cross training

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Monsey, NY Salary Range: $27.48/hr - $38.46/hr

The Universal Banker (UB) Supervisor acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB Supervisor is considered a “jack of all trades” that requires the incumbent to operate in the capacity of Supervisor, Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. This position is also responsible for supporting branch sales and service efforts through the acquisition of new clients, the offering of suitable products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The UB Supervisor has the authority to assume managerial duties, when branch management is not present and can approve or override transactions, open new accounts, resolve issues, and educate Bank customers on our products/services and refers them to a licensed representative of ABS Associates of NY, Inc. when appropriate and is expected to support branch management with the opening/closing of the branch, as required.

ESSENTIAL DUTIES & RESPONSIBILITIES

Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Oversee assigned branch in a leadership capacity in absence of branch management. Approve or override financial transactions, utilizing due diligence and sound judgement to minimize risk and potential loss. Assist with the training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers and ensure that the staff is adhering to customer service standards, as well as delivering excellent customer service and that all new account procedures including CIP and BSA requirements are being adhered to. Provide customer facing staff with guidance in handling difficult or complex problems. Assist with the resolution of issues and ensure a mutably favorable outcome to the Bank and our customers; escalating issues to the appropriate business partners within the organization for an appropriate resolution, when needed. Open/close and oversee the banking office under established guidelines, when required. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Perform additional duties as requested.

SKILLS, EDUCATION, & EXPERIENCE

High School Diploma or GED required. Must have at least 3 years retail banking experience in the combined experience of Teller/ Customer Service Representative. 1-2 years of bank supervisory experience in either the teller unit or platform required; fully cross trained preferred. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Mandatory training may require occasional travel. Visa sponsorship not available.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Since 1863, Apple Bank has been a stable banking presence in New York City and its surrounding communities. We seek to put the best interests of our customers first and to manage our company prudently and responsibly. When you join the Apple Bank team, you’ll be working with a group of dedicated and talented professionals focused on delivery of an outstanding customer experience. For more than 160 years, Apple Bank has been invested in our customers and communities, striving always to put their best interests first. Along the way, our employees have been the key to our success. Whether you’re just beginning, continuing or changing your career, Apple Bank offers a range of career opportunities. We’ll support you in developing your potential to the fullest, while you contribute to our growth and success.

Apple Bank's employment policy is to provide equal opportunity to all persons. The Bank prides itself in having a diverse and inclusive workforce. No employee or applicant for employment will be discriminated against because of race, color, citizenship status, religion, sex, sexual orientation, creed, national origin, age, physical or mental disability, veteran status, political affiliation, domestic violence victim status, predisposing genetic characteristic, or any other Federal or State legally-protected classes. Apple Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business.

Know Your Rights: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

The Pay Transparency Notice: https://dol.ny.gov/system/files/documents/2024/04/p688-pay-transparency-law-for-employee.pdf