Relationship Banker II at USALLIANCE Financial | NY, US | Rezi

Relationship Banker II at USALLIANCE Financial

Relationship Banker II

USALLIANCE Financial · NY, US

Today

Relationship Banker II

USALLIANCE Financial · NY, US

a day ago
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About the Role

Relationship Banker II is responsible for delivering exceptional member experiences by offering products and services to improve members’ financial positions. This role combines teller and personal banker responsibilities, acting as a universal banker.

Responsibilities

  • Promptly and accurately perform member transactions and requests via in-person and phone.
  • Demonstrate satisfactory knowledge of Credit Union products, services, policies, and procedures.
  • Offer additional support to the Call Center when needed.
  • Demonstrate working knowledge of the Credit Union’s sales and service standards, and cross-sell products and services.
  • Maintain the privacy and confidentiality of member and employee account and business information.
  • Identify and communicate areas for continual improvement of business processes.
  • Participate in branch outreach events and act as an ambassador of USALLIANCE.
  • Travel to other branch locations as needed.
  • Assist with vault / ATM custodian role.
  • Perform Saturday duties as required.

Requirements

  • Minimum of 2-3 years sales experience in a retail or financial environment.
  • Minimum of 1 year cash handling experience.
  • Strong analytical, organizational, and communication skills.
  • Ability to work independently and cooperatively with team members and departments.
  • Strong communication and active listening skills.
  • High school diploma or equivalent.
  • Previous banking and/or contact center experience preferred.
  • Must be able to remain in a stationary, standing position 50% of the time.
  • Must be able to walk for 50% of the time in the branch.
  • Ability to move items up to 25lbs to and from vault & ATM machines.
  • Ability to bend and kneel often to maintain vault & ATM machines.
  • High tolerance for computer screen time.
  • Regularly operates computers and other core office machinery.
  • Must be able to communicate in-person, over the phone, and via chat features.
  • High tolerance for bright overhead lights.
  • Adhere to standard BSA/AML policies, procedures, and processes.
  • Demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.

Skills

  • Sales
  • Cash Handling
  • Analytical
  • Organizational
  • Communication
  • Active Listening
  • Computer Operation
  • BSA/AML Policies

Location

  • Community

Work Type

  • Full-time
  • Onsite

Experience Level

  • 2-3 years sales experience
  • 1 year cash handling experience

Education Level

  • High school diploma or equivalent

Salary/Compensations

  • $22.15 - $26.58 per hour
  • Eligible for annual corporate bonus

Benefits

  • Competitive salary and benefits package
  • 401K with 6% match
  • Paid Time Off
  • Wellness Time
  • Paid Federal holidays
  • Compensable travel time
  • Opportunities for professional development and career growth
  • Exposure to mentorship from the executive team

About the Company

  • USALLIANCE prides itself on innovation, teamwork, training and development, and career planning.
  • A unique members-first Credit Union Culture driven by core Values: Trust, Collaboration, Achievement and Making a Difference.
  • Provides an inclusive and supportive environment for personal and professional growth.
  • Committed to making a positive difference in the lives of members and the community.

Equal Opportunity

  • USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
  • Will not sponsor a new applicant for employment authorization or offer any immigration related support.
  • It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment.