Nb1435 - Universal Banker Trainee - Staten Island, United States - Northfield Bank

Northfield Bank

Verified Company

Staten Island, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Title:
Universal Banker Trainee

Location:
Staten Island, NY

Branch:
Heinz

Status:
Full Time

Job Summary

Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships.

Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product-related recommendations through cross-selling and referring bank products and services.

Responsibilities Include:

Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
Utilize sales techniques to consistently crosssell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through inperson interactions and by making outbound phone calls.
Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
Build longterm relationships with customers to help manage, maintain and grow the client Book of Business for the branch
Accept and accurately process all financial service transactions within bank policies, procedures and regulations
Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
Perform transactional services that are efficient and errorfree, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
Contribute to branch goals by accomplishing assigned sales targets
Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
Maintain a working knowledge of all bank products and services
Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
Participate in banksponsored events to support community involvement and increase Northfield's presence in the area
Compliance with all relevant Bank policies and procedures

Other:

May require occasional travel for business meetings or training.
Management may authorize transfers to other branches based on business need.

Competencies:

Customer Interaction
Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust.

Communication

Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents wellorganized information in a group setting.

Accuracy/Attention to Detail

Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time.

Judgment

Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions.

Problem-Solving

Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations.

Sales Skills/Sales Goals

Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques.

Job Requirements: