Applebank

Universal Banker- Thornwood

Thornwood, NY

No sponsorshipDetected 15 days ago

ExcelCustomer SupportLeadershipCommunicationProblem SolvingMentoringOrganizational SkillsMicrosoft Office

About the role

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

Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Perform additional duties as requested.
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.
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.
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.

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.
Display willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
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.

Build and maintain technical and professional knowledge by attending educational workshops.

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.
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.

This listing is sourced directly from Applebank's careers page and normalized into a canonical job model.