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About the Role

The Universal Banker serves as a key point of contact for customers within the branch, providing a seamless and personalized banking experience. This role combines responsibilities in customer service, sales, and transaction processing, while supporting the Bank's mission to deliver exceptional service and promote financial wellness.

Responsibilities

• Process a variety of retail and commercial transactions including deposits, withdrawals, loan payments, and check cashing.
• Deliver exceptional customer service by greeting customers upon arrival and guiding them to the appropriate services or team members based on their individual needs.
• Encourage the use of self-service channels and assist customers in navigating digital banking tools.
• Open new personal and business accounts with accuracy and professionalism, following all Bank policies and procedures.
• Take ownership of account servicing and error resolution, escalating complex issues when necessary and following up to ensure timely resolution.
• Recognize customer needs and act on opportunities to build lasting relationships through product recommendations and referrals.
• Conduct needs assessments with customers to identify financial goals and present appropriate solutions.
• Meet personal sales and referral goals by developing new relationships and expanding existing ones.
• Make outbound calls and participate in branch sales promotions as directed by management.
• Follow consumer guidelines for accurate account handling and exception processing.
• Verify endorsements, assess funds availability, and issue receipts in accordance with Bank policy.
• Balance daily work and adhere to all operational procedures.
• Maintain knowledge of ATM settlement, foreign currency handling, night depository procedures, reserve cash and coin maintenance, negotiable control, and branch opening/closing protocols.
• Ensure compliance with all operational, security, and control policies to prevent fraud and protect customer assets.
• Demonstrate teamwork by proactively assisting other Branch colleagues when needed and by contributing actively and constructively during Branch Team meetings.
• Review the following reports daily: 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.

Requirements

• High School diploma or GED required.
• Basic computer proficiency.
• Strong interpersonal skills with a pleasant, professional demeanor for effective customer interaction.
• Excellent verbal and written communication skills.
• Demonstrated ability to work collaboratively as part of a team.
• Prior cash handling experience preferred.
• Previous customer service experience preferred.
• Flexibility to work a rotating schedule, including Saturdays.
• Availability to attend occasional after-hours meetings as needed.
• Willingness to travel between office locations as required.
• Adaptability to changes in policies and procedures, sometimes implemented rapidly.
• Ability to operate a computer, printer, copier, facsimile machine, telephone, credit card machine, calculator, and shredder.
• Ability to utilize Windows operating system, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and banking systems with the willingness to learn new software, as necessary.
• Regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions.
• 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.

Skills

• Customer service
• Sales
• Transaction processing
• Digital banking tools
• Account opening
• Error resolution
• Product recommendations
• Referrals
• Needs assessment
• Cash handling
• Interpersonal skills
• Communication skills
• Teamwork
• Computer proficiency
• Microsoft Office Suite
• Adobe Acrobat
• Banking systems

Location

• Baldwinsville
• Liverpool
• North Syracuse
• Bridgeport
• Manlius

Work Type

• Full-time

Experience Level

• Entry Level

Education Level

• High School Diploma or GED

Salary/Compensations

• $18.50 - $23.00 per hour

About the Company

• 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.