- Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
- Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present.
- Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
- Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed.
- Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
- Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners.
- Support the implementation of the Kearny Bank Client Experience.
- Deliver strategic insights to improve the client experience.
- Lead, motivate, reward and develop the branch team.
- Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner.
- Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve.
- Coach the sales process and each team member. Hold team accountable for sales objectives
- Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees.
- Serves as a role model for branch team, provides guidance on appearance and dress, as needed.
- Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results.
- Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
- Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards.
- In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
- Perform other duties as may be assigned.
- Associates degree or comparable professional training is required.
- Minimum 2 to 4 years Retail Banking experience.
- Ability to meet/exceed client experience needs, identify client/project needs.
- Knowledge of banks products, services, sweep accounts, concept & Techniques and cash management services.
- Ability to model Relationship Building Techniques and effectively cross-sell.
- Ability to resolve client questions and/or complaints.
- Ability to manage staff and resolve conflict.
- Strong team player.
- Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
- Ability to answer questions effectively, build client relationships and build internal and external networks.
- Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
- Working knowledge of Microsoft Excel, Word, Access and Outlook.
- Ability to interact effectively and tactfully with all levels of the Bank.
- Ability to read, write and speak clearly.
- Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
-
Universal Banker
2 weeks ago
Byline Bank. Westchester, United States**Objective of Position**: · The Universal Banker is responsible for conducting teller and cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Universal Banker will work with the operations and sa ...
-
Universal Banker
3 weeks ago
Apple Bank for Savings Brooklyn, United StatesBrooklyn, New York · 16th Ave. · Salary Range: $21.98/hr - $35.72/hr · The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of ...
-
Universal Banker
3 weeks ago
Apple Bank for Savings Brooklyn, United StatesBrooklyn, NY · Kings Highway · Salary range: $21.98/hr - $35.72/hr · The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of mo ...
-
Universal Banker
3 weeks ago
The Provident Bank of New Jersey Newark, United States**_ _**: · Banking Professionals needed Join our team in our Newark, NJ location today **_Applicants must be fluent in Spanish and/or Portuguese to be eligible._** · The Universal Banker position is a "career level" position that performs both Teller and Platform duties. The resp ...
-
Universal Banker
2 weeks ago
Alma Bank Brooklyn, United StatesAlma Bank, headquartered in Long Island City, New York and having 13 branches located throughout Queens, NYC, New Jersey, Long Island, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers, and ...
-
Universal Banker
3 weeks ago
Apple Bank for Savings Bronxville, United StatesBronxville, New York · Salary range: $21.98/hr - $35.72/hr · Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that require ...
-
Universal Banker
2 days ago
Traditions Bank York, United States**Traditions Bank**, serving South Central Pennsylvania and headquartered in York, PA, is looking to hire a full-time **Universal Banker** at the **White Street** location in **York**. Are you someone that likes to form real relationships with customers and provide them with an e ...
-
Universal Banker
2 days ago
Apple Bank for Savings Bronx, United StatesBronx, NY · East 170th St. · Salary range: $21.98/hr - $35.72/hr · The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of mone ...
-
Universal Banker
3 weeks ago
Community Bank of Elmhurst Elmhurst, United StatesBenefits - After a 30-day probationary period, full-time employees receive paid holidays, as well as two weeks of vacation (1 week in the year hired, if hired before June 30). A quarterly personal day and five paid sick days are also provided. Life insurance is provided and healt ...
-
Universal Banker
2 weeks ago
Orange Bank & Trust Company White Plains, United States**General Summary**: · The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in thei ...
-
Universal Banker
1 week ago
Alma Bank New York, United StatesAlma Bank, headquartered in Long Island City, New York and having 13 branches located throughout Queens, NYC, New Jersey, Long Island, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers, and ...
-
Universal Banker I
2 weeks ago
Columbia Bank (WA, OR & ID) Ridgewood, United States Full timeJob Description · Job Description · Company: Columbia Bank New JerseyLocation: Ridgewood, New JerseySummary: · As a full time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. O ...
-
Universal Banker
1 day ago
The Atlantic Federal Credit Union Union, United States: · **Staff Member's Role**: · Work with the management team and co-workers to fulfill the Credit Union's mission. Commit oneself to working to the best of your ability in both an individual and team environment. · **_ Job Summary_** · Provide personalized banking services to mem ...
-
Universal Associate Banker
3 weeks ago
Blue Foundry Bank Ridgewood, United StatesAbout Blue Foundry Bank · This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, ...
-
Universal Banker
3 weeks ago
Bogota Savings Bank Saddle River, United StatesJob Type · Full-time · Description · Summary · The incumbent under general supervision, but in compliance with established policies and procedures is responsible for providing exemplary customer service, and assisting in the overall operation of the branch. The Universal Banke ...
-
Universal Banker I
2 weeks ago
Columbia Bank Ridgewood, United States Full timeJob Description · Job DescriptionCompany: Columbia Bank New Jersey · Location: Ridgewood, New Jersey · Summary: As a full time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. O ...
-
Universal Banker I
4 weeks ago
Columbia Bank Ramsey, United States Part timeJob Description · Job DescriptionCompany: Columbia Bank New Jersey · LOCATION: Ramsey, NJ · Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers custo ...
-
Universal Banker I
3 weeks ago
Columbia Bank Linden, United States Full time**Company: Columbia Bank New Jersey** · **Location: Linden, New Jersey** · **Summary**: As a full time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more perso ...
-
Universal Banker
2 weeks ago
Provident Bank Newark, United StatesPOSITION SUMMARYBanking Professionals needed · Join our team in our Newark, NJ location today · Applicants must be fluent in Spanish and/or Portuguese to be eligible. · The Universal Banker position is a "career level" position that performs both Teller and Platform duties. Th ...
-
Universal Banker
2 weeks ago
Provident Bank Hoboken, United StatesPOSITION SUMMARYBanking Professionals needed · Join our team in our Hoboken, NJ location today · The Universal Banker position is a "career level" position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be ...
Universal Banker II - Wyckoff, United States - Kearny Bank
Description
Overview:
Manages and staffs the Universal Banker Is and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker Is on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
Responsibilities:The following reflects managements definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY
Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
&v=024){kind=logo}
