Universal Banker

2 months ago

New Hyde Park, United States Maspeth Federal Bank Full time

Maspeth Federal is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, veteran status, alienage or citizenship, disability, marital status, military status, genetic information, domestic violence victim status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Job Description

Universal Bankers serve as the Bank's primary front-line customer service representatives and are responsible for creating a welcoming environment and impression for our customers. Key job functions include Teller transaction processing, account and service origination and maintenance as well as responding to customer inquiries by telephone and in person with the emphasis on new business and to cross-sell the association's various services.

Reports To
• Branch Manager
• Assistant Branch Manager

Primary Responsibilities
• Provides exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel.
• Provides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer's financial needs are met.
• Serve customers in opening new accounts, updating current accounts and closing accounts including but not limited to checking, savings, CDs, safe deposit boxes, and IRAs.
• Meets with customers and prospects and develops understanding of all financial objectives and needs. Assesses customer information, educates and suggests appropriate product and service solutions. Cross-Sells customers on value and benefits of suggested alternatives and closes sales.

Maintains strong product and sales knowledge and champions core service values.
• Processes regular Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, cashing checks, verify currency, balancing cash drawer, correct discrepancies and make necessary adjustments. Balance Automated Teller machines (ATMs) and Teller Cash Recyclers (TCRs) as necessary.
• Facilitate IRA creation, rollovers, transfers, distributions, and account closing.
• Actively participate in training programs to maintain and acquire additional job knowledge and skills.
• Maintains the highest level of confidentiality with all information obtained.
• Comply with all department and company policies, procedures and regulations.
• Other duties as assigned

Desired Skills & Experience
• High School Diploma or equivalent experience.
• 1-2 Years of related experience.
• Teller and Customer Service Representative experience with the ability to influence Customers.
• Ability to schedule and prioritize work.
• Basic knowledge of Excel and Word.
• Completes online regulatory training requirements.
• Notary License preferred.
• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
• The ability to make sound decisions. This may include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
• Strong communication skills including excellent phone etiquette.

Branches open Monday - Saturday
35 hour work weeks

  • Universal Banker

    2 days ago

    New Canaan, United States JCW Resourcing Full time

    Posted: 16/10/2024 Salary: - Location: New Canaan, Connecticut, United States Job Type: Permanent/Fixed Term We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the...

  • Universal Banker

    2 days ago

    Bethel Park, United States Brentwood Bank Full time

    Brentwood Bank is currently recruiting for a Universal Banker for our Branch located in Bethel Park, PA. Brentwood Bank is an innovative, customer-focused community bank with one mission; to provide our customers and communities with excellent service. Everything we do and every decision we make is done to support that goal. We are looking for exceptional...

  • Universal Banker II

    2 days ago

    St Louis Park, United States Citizens Independent Bank Full time

    A Universal Banker II must provide exceptional customer service skills and be a team player who is supportive of the Mission, Vision, and Values of Citizens Independent Bank (CIB). The Universal Banker II will have in-depth knowledge of bank products and services and proactively meet the customer s needs by providing solutions and recognizing referral...

  • Universal Banker

    2 days ago

    Winter Park, United States Climate First Bank Full time

    We are changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar,...

  • Universal Banker

    3 weeks ago

    New Baltimore, Michigan, United States MSGCU Full time

    MSGCU is seeking a skilled Universal Banker to join our team. As a key member of our staff, you will be responsible for delivering exceptional member service and sales experiences.About the PositionYou will be responsible for performing a variety of tasks, including sales, service, and teller transactions to ensure an exceptional member experience.Our team...

  • Universal Banker

    15 hours ago

    New Orleans, United States Hancock Bank Full time

    This position is for a Universal Banker with a company located in New Orleans, LA. Summary: A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. Duties and Responsibilities Include: Manages existing clients and prospects by...

  • Universal Banker

    2 weeks ago

    Pinellas Park, United States BayFirst National Bank Full time

    Universal BankerBefore applying for this role, please read the following information about this opportunity found below.BayFirst National Bank is a full-service community bank and national SBA Lender founded in 1999 and headquartered in St. Petersburg, Florida. We are a true community bank, and our unique model is grounded in supporting the strength and...

  • Universal Banker

    2 months ago

    New York, United States Maspeth Federal Bank Full time

    Job Description Universal Bankers serve as the Bank's primary front-line customer service representatives and are responsible for creating a welcoming environment and impression for our customers. Key job functions include Teller transaction processing, account and service origination and maintenance as well as responding to customer inquiries by telephone...

  • Senior Universal Banker

    12 hours ago

    New Orleans, United States Hancock Bank Full time

    This is a job for a Senior Universal Banker position with a company located in the New Orleans, LA area. JOB FUNCTION / SUMMARY: A Senior Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. ESSENTIAL DUTIES & RESPONSIBILITIES:...

  • Universal Banker Floater

    2 days ago

    Winter Park, United States Climate First Bank Full time

    We are changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar,...

  • Universal Banker

    4 weeks ago

    New Orleans, United States First Horizon National Corporation Full time

    Location: On site at location listed in job postingWeekly Scheduled Hours: Monday - Thursday 8-15am - 4:30pm Friday 8:15am -5:15pmA successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will...

  • Universal Banker

    4 weeks ago

    New Orleans, United States First Horizon National Corporation Full time

    Location: On site at location listed in job postingWeekly Scheduled Hours: M-F 8:15A - 5:00P and Some Saturdays A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to...

  • Universal Banker

    4 weeks ago

    New Orleans, United States First Horizon Bank Full time

    Location: On site at location listed in job posting Weekly Scheduled Hours: Monday - Thursday 8-15am - 4:30pm Friday 8:15am -5:15pm A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You...

  • Universal Banker- Float

    1 month ago

    New Iberia, United States First Horizon Bank Full time

    Location: On site at location listed in job posting This is a part time float position covering multiple banking centers.  A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be...

  • Universal Banking Professional

    2 weeks ago

    Evergreen Park, Illinois, United States Evergreen Bank Group Full time

    Job OverviewWe are seeking a highly skilled and motivated Universal Banker I to join our team at Evergreen Bank Group. As a key member of our retail banking team, you will be responsible for providing exceptional customer service and sales support to our clients.

  • Universal Banker

    2 days ago

    New York, United States Arrow Financial Services Full time

    The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Luzerne team as: Universal BankerThis opportunity may be perfect for you if you have experience in:> Customer Service > Sales > Account Management About this position: Responsible for...

  • Universal Banker

    17 hours ago

    New York, United States Arrow Financial Services Full time

    The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Luzerne team as: Universal BankerThis opportunity may be perfect for you if you have experience in:> Customer Service > Sales > Account Management About this position: Responsible for...

  • Universal Banker

    2 days ago

    New Albany, United States Everwise Credit Union Full time

    Job Description: Essential Function Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding Everwise Credit Union's wallet share. Primary Responsibilities & Duties ...

  • Financial Services Representative

    3 weeks ago

    New Hyde Park, New York, United States Maspeth Federal Savings & Loan Assn Full time

    Job Title: Financial Services RepresentativeAbout the Role:We are seeking a highly skilled Financial Services Representative to join our team at Maspeth Federal Savings & Loan Assn. As a Universal Banker, you will be responsible for providing exceptional customer service, creating a welcoming environment, and delivering financial solutions to meet customers'...

  • Universal Banking Specialist

    1 week ago

    Evergreen Park, Illinois, United States Evergreen Bank Group Full time

    Job OverviewWe are seeking a highly motivated and experienced Universal Banker I to join our team at Evergreen Bank Group. This role will be responsible for providing exceptional customer service, handling teller transactions, sales, and service.Key ResponsibilitiesAssist customers with their banking needs in a dual role function, including teller...