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About the Role

The Universal Banker (UB) acts as a full-service, single point of contact for Apple Bank clientele, providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account-related transactions. This hybrid role combines the capacities of a Customer Service Representative and a Teller, enabling enhanced quality customer service. The Universal Banker also supports the branch by acquiring new clients, offering suitable Bank products/services, performing platform-related functions, and processing account maintenance transactions.

Responsibilities

Provide exceptional customer service by engaging clients in a friendly and professional manner and 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.
Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers and 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.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied.
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.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.

Requirements

Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
Prior experience in fostering and developing strong customer relationships.
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.

Skills

General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
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.

Location

Greenlawn, NY

Work Type

Hybrid

Experience Level

1-2 years retail banking experience

Education Level

High School Diploma or GED required

Salary/Compensations

$21.98/hr - $32.97/hr

Benefits

$2,000 sign-on bonus payable after completing 6 months of employment
Excellent starting salary plus incentives
Comprehensive employee benefits package, including medical, dental, vision, pre-tax transit, health and life and disability insurance
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Up to $5,250 tuition reimbursement

About the Company

Apple Bank is known for putting the best interests of their customers first.

Equal Opportunity

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.