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$21/hr–$32/hr
Full-time
high school
Posted 34d ago
~40 hrs/week
Responsibilities
The Universal Banker serves as a single point of contact for clients, combining the duties of a Customer Service Representative and a Teller. Responsibilities include processing monetary transactions, opening new accounts, and identifying opportunities to offer suitable banking products and services.
Requirements
Candidates must have a High School Diploma or GED and 1-2 years of combined retail banking experience as a Teller or Customer Service Representative. Proficiency in Microsoft Office and a strong understanding of banking operations and compliance are required.
Full job description
Queens, NY (Forest Hills) Salary Range: $21.98/hr - $32.97/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 monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.
The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide exceptional customer service by engaging clients in a friendly and professional manner and also 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.
Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
SKILLS, EDUCATION, & EXPERIENCE
High School Diploma or GED required.
Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
Display willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Must present a confident, professional, and positive demeanor to customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and detailed oriented.
Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
Display sound judgment and discretion when utilizing confidential information.
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.
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.
As the largest state-chartered savings bank in New York, with over $17.5B in assets, Apple Bank offers a full range of retail banking services to individuals and businesses across the five boroughs of New York City, Long Island, Westchester and Rockland counties, and New Jersey.
No employee or applicant for employment will be discriminated against because of race, color, religion, sex, sexual orientation, gender identity, pregnancy and lactation accommodations, arrest or conviction records, credit history, caregiver, domestic violence victim status, national origin, disability, age, immigration or citizenship status, marital status, military and/or veteran status, or any other Federal or State legally-protected classes.
Offices: 122 East 42nd Street, New York, New York 10168, US
BankingCheckingSavingsCommercial MortgagesCredit CardsInvestmentsCDsand Personal LoansFinTechFinancial Services
How much do Finance & Accounting jobs in New York, NY pay?
Based on 9328 listings with disclosed salaries, most finance & accounting jobs in New York, NY pay between $80k–$215k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in New York, NY right now?
There are currently 11,042 open finance & accounting positions in New York, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in New York, NY?
Companies currently hiring include JPMorganChase, Citi, New York City Housing Authority (NYCHA), Bank of America, Morgan Stanley, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in New York, NY?
Yes — 4920 of the 11042 open finance & accounting positions offer remote or hybrid work (538 remote, 4382 hybrid).
How do I apply for Finance & Accounting jobs in New York, NY?
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