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About the Role
This entry-level position is for individuals with limited or no banking experience. The Universal Banker Trainee participates in a structured six-month training program to develop the knowledge, skills, and experience needed to perform the duties of a Universal Banker. Trainees gain exposure to customer service, transaction processing, account servicing, branch operations, and sales and service practices through classroom instruction, coaching, and supervised on-the-job training.
Responsibilities
- Participate in required training, coaching, job shadowing, and branch learning activities.
- Perform routine branch activities under supervision while developing job proficiency.
- Welcome customers, identify service needs, and direct customers to the appropriate employee or solution.
- Develop knowledge of Bank products, services, systems, and customer service standards.
- Assist customers with routine service requests and basic banking inquiries.
- Process routine transactions and perform basic account servicing activities in accordance with established procedures.
- Learn account opening requirements, including customer identification, documentation, and disclosures.
- Identify referral opportunities and direct customers to the appropriate employee or business partner.
- Complete required regulatory, compliance, security, fraud prevention, and confidentiality training.
- Adhere to established policies, procedures, and internal controls.
- Support daily branch operations, including opening and closing activities, as assigned.
- Demonstrate progress through successful completion of training and development milestones.
- Carry out other duties as assigned.
Requirements
- High school diploma or GED required; college coursework or degree preferred.
- Prior customer service, cash handling, retail, or banking experience is helpful but not required.
- Interest in retail banking, branch operations, and customer service.
- Strong verbal and written communication skills.
- Willingness to learn, follow direction, and apply coaching and feedback.
- Basic math, computer, and organizational skills with attention to detail.
- Professional, dependable, and customer-focused approach.
- Demonstrated discretion in handling confidential customer and Bank information.
- Ability to successfully complete all required training and assessments within the six-month program.
- Flexibility to work weekends, extended hours, or at nearby branch locations based on business needs.
- Willingness to travel occasionally for required training.
- Visa sponsorship not available.
Skills
- Customer service
- Transaction processing
- Account servicing
- Branch operations
- Sales and service practices
- Verbal communication
- Written communication
- Basic math
- Computer skills
- Organizational skills
- Attention to detail
Location
- Brooklyn, NY (Crown Heights)
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- High school diploma or GED
- College coursework or degree preferred
Salary/Compensations
- $21.97/hr - $23.62/hr
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.