About the Role
The Universal Banker (UB) Supervisor acts as a full-service, single point of contact for Apple Bank clientele, providing prompt, courteous, and efficient service through monetary and account-related transactions. This role requires operating as a Supervisor, Customer Service Representative, and Teller, supporting branch leadership in delivering enhanced customer service. The position also supports branch sales and service efforts through client acquisition, offering suitable products/services, performing platform functions, and processing account maintenance.
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.
- 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.
- Ensure staff adheres to customer service standards and delivers excellent customer service.
- Ensure all new account procedures, including CIP and BSA requirements, are adhered to.
- Provide customer-facing staff with guidance in handling difficult or complex problems.
- Assist with the resolution of issues to ensure a mutually favorable outcome for the Bank and customers.
- Escalate issues to the appropriate business partners within the organization for 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 with customers and prospects to understand their needs and offer suitable products and services.
- Make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
- Assist in the opening and closing of vault, safe, and ATM machine.
- 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 opening new accounts.
- Ensure accurate new account record keeping practices and perform timely follow-up.
- Adhere to regulatory, compliance, security, and audit policies/procedures, as well as code of conduct and operational controls.
- Perform additional duties as requested.
Requirements
- 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.
- 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
- 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 and maintain a detailed level of knowledge of banking products and services.
- Willingness to be cross trained in other branch functions.
- Excellent problem-solving skills with the ability to provide solutions to customer issues.
- Confident, professional, and positive demeanor.
- Excellent interpersonal and communication (verbal + written) skills.
- Excellent phone skills.
- Strong organizational skills and detailed oriented.
- Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
- Sound judgment and discretion when utilizing confidential information.
Location
- New York, NY (181st Street)
Work Type
- Full-time
Experience Level
- 3 years retail banking experience
- 1-2 years bank supervisory experience
Education Level
- High School Diploma or GED required
Salary/Compensations
- $27.48/hr - $38.46/hr
About the Company
- Apple Bank clientele
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.
