Universal Banker

2 days ago


Forest Hills, New York, United States Ridgewood Full time
Job Summary

Ridgewood is seeking a highly skilled Universal Banker to join our team. As a key member of our banking team, you will be responsible for promoting the sale of Bank products and services to customers, adhering to and promoting the Bank's Core Values, and providing exceptional customer service.

Key Responsibilities
  • Promote the sale of Bank products and services to customers through the bank's defined sales process in order to maximize banking relationships.
  • Adhere to and promote the Bank's Core Values.
  • Respond to requests and proactively approach customers and prospects regarding service, products, and account information and processing requests for various banking services.
  • Process the opening of accounts by collecting and verifying identification and information as required by the Customer Identification Program and Customer Due Diligence (CIP/CDD) in accordance with the Bank Secrecy Act (BSA).
  • Process transactions including the closing of accounts and executes changes following established procedures.
  • Deter fraud by validating customer identification and signatures, checking validity of all documentation received from customers, examining and collecting all pertinent pedigree information, and examining checks for endorsements.
  • Verify appropriate hold codes and other information such as dates, bank names, and the legitimacy and/or negotiability of all items received.
  • Process ATM and Debit MasterCards for customers through core system, ensuring correct information for appropriate delivery methods and to mitigate risk.
  • Perform clerical tasks assigned by Branch Management Team including filing, locating account records, scanning of work, and updating account information on the core system.
  • Adhere to current shred procedures to be compliant with Regulation P.
  • Analyze and rectify customer concerns through satisfactory verbal and written communications by following established procedures.
  • Perform follow-up phone calls to customers to ensure exceptional level of service and all pending items are received.
  • Acquire comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers.
  • Verify accuracy of monetary transaction by employing basic math skills and utilization of a calculator.
  • Process various customer transactions through effective use of the Bank's core operating system and cash dispenser or cash recycler.
  • Balance daily by counting cash, adding checks, listing transaction totals, and various ledger items. Additionally, identify and correct transaction errors when debits and credits do not balance.
  • Ensure regulatory compliance by applying bank policies and procedures when processing transactions.
  • Perform scanning of checks and ensure proper bank endorsement in order to receive accurate credit and settlement in accordance with Regulation CC.
  • Sell currency back to the vault as necessary in order to mitigate risk and be compliant with set cash limit.
  • Submit referrals to designated areas through appropriate channels.
  • Assist with training of new teller trainees, by demonstrating and teaching appropriate transaction processing, observing and correcting the trainees as they perform transactions, and assisting them in preparing to open their own teller box.

Requirements

  • High School Diploma or G.E.D. equivalent.
  • Teller and Customer Service training/experience required. Generally equivalent to a year of combined experience.
  • Above average verbal and written communications skills.
  • Basic math skills.
  • Knowledge of Bank products and services.
  • Pursuit of certification in life insurance, lending, or business banking expected.
  • Proficient with the use of a Personal Computer.
  • Basic knowledge of Microsoft Office.

What We Offer

  • A competitive salary range of $815-$982 per week.

  • Universal Banker

    1 day ago


    Forest Hills, New York, United States Ridgewood Full time

    Job SummaryRidgewood is seeking a highly skilled and motivated Universal Banker to join our team. As a key member of our banking team, you will be responsible for promoting the sale of Bank products and services to customers, adhering to and promoting the Bank's Core Values, and providing exceptional customer service.Key ResponsibilitiesPromote the sale of...

  • Universal Banker

    2 days ago


    Kew Gardens Hills, New York, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role within our branch network, responsible for delivering exceptional customer service and sales expertise to our clients. As a Universal Banker, you will be the primary point of contact for our clients, providing personalized service and support to meet their financial needs.Key ResponsibilitiesProvide exceptional...


  • Short Hills, New Jersey, United States Citigroup Inc Full time

    Job SummaryThe Associate Banker SAFE Act is a key role within Citigroup Inc, responsible for providing strategic support to Bankers in the creation of sales and marketing strategies. This position requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills.ResponsibilitiesAssist Bankers...


  • Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Title: Associate Banker SAFE ActThe Associate Banker SAFE Act is a key role within our organization, responsible for staying up-to-date with industry developments and contributing to the directional strategy by considering their application in their job and the business. This individual is recognized as a technical authority for an area within the...

  • Citi Private Banker

    4 weeks ago


    Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Title: Citi Private BankerJoin Citi Private Bank as a Private Banker and take advantage of a unique opportunity to work with high net worth individuals and families. As a Private Banker, you will be responsible for building and maintaining relationships with clients, providing them with tailored financial solutions, and helping them achieve their...

  • Citi Private Banker

    23 hours ago


    Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Title: Citi Private BankerJob Summary:Citi is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals and families.Key Responsibilities:Identify and pursue new business opportunities...


  • Short Hills, New Jersey, United States Citigroup Inc Full time

    Job SummaryThe Associate Banker SAFE Act is a key professional who plays a crucial role in driving business growth and development within the Private Client Coverage team at Citigroup Inc. This strategic role requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills to guide,...

  • Citi Private Banker

    2 days ago


    Short Hills, New Jersey, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Banker to join our team at Citigroup Inc. As a Private Banker, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals and families.Key ResponsibilitiesIdentify and pursue new business opportunities to grow our...


  • Kew Gardens Hills, New York, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Personal Banker SAFE Act to join our team at Citigroup Inc. As a Personal Banker SAFE Act, you will be responsible for assisting in the execution of sales, products or service activities in coordination with the customer service team.Key ResponsibilitiesWork with business credit requests less...

  • Citi Private Banker

    4 minutes ago


    Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Summary: We are seeking a highly skilled and experienced Private Banker to join our team at Citi Private Bank. The ideal candidate will have a strong background in private banking, with a proven track record of success in relationship selling and client management. Key Responsibilities: Act as a trusted advisor to high net worth individuals and families,...


  • Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Associate Banker SAFE Act is a key role within our Private Client Coverage team, responsible for assisting Bankers in creating sales and marketing strategies to drive revenue growth and acquire new clients. This strategic professional must stay up-to-date with industry developments and contribute to directional strategy by considering their...


  • Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Hispanic Technology Executive Council seeks a seasoned professional to fill the role of Private Banker. As a key member of our team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key ResponsibilitiesIdentify and pursue new business opportunities, establishing strong...

  • Universal Banker

    1 day ago


    Forest Lake, Minnesota, United States WesBanco Bank Inc. Full time

    Job Title: Universal BankerWe are seeking a highly motivated and customer-focused Universal Banker to join our team at WesBanco Bank Inc. in Monrovia, Maryland.Job Summary:The Universal Banker is responsible for providing exceptional customer service, identifying sales opportunities, and performing account transactions. This role requires a strong...

  • Universal Banker

    4 weeks ago


    Forest Lake, Minnesota, United States WesBanco Bank Inc. Full time

    Job Title - DepartmentUniversal Banker - Green ValleyLocationThis position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Green Valley.MarketMid AtlanticWork Hours per Week18.75RequirementsHigh school diploma or GED required.Banking, cash handling, sales, and customer...


  • Forest Hills, United States Ridgewood Full time

    Estimated starting salary is $21.73-$26.19 per hour. The Part-Time Universal Banker role will provide savings bank services to new and existing customers in an efficient and reliable manner consistent with government regulations and bank policy and procedures Skills Requirements:Above average verbal and written communications skills preferred. Basic math...

  • Universal Banker

    2 weeks ago


    Forest, Virginia, United States Atlantic Union Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Universal Banker to join our team at Atlantic Union Bank. As a Universal Banker, you will be responsible for delivering exceptional customer service, sales, and service solutions while handling teller transactions.Key ResponsibilitiesCreate customer loyalty through needs-based conversations to deliver...

  • Universal Banker II

    2 days ago


    Beverly Hills, California, United States SFB Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Universal Banker II to join our team at Salem Five. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences, growing our market share, and contributing to the success of our organization.Key ResponsibilitiesIdentify sales opportunities and...

  • Universal Banker

    7 hours ago


    Granada Hills, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role in providing exceptional service delivery to internal and external customers in coordination with the Branch team. This position is responsible for executing all service transactions and sales referral routines to deepen client relationships.Key ResponsibilitiesExhibits strong sales and service skills, presenting...

  • Universal Banker

    2 months ago


    Fairless Hills, United States Fulton Bank Full time

    Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Universal Banker

    2 months ago


    Fairless Hills, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Universal Banker

    2 months ago


    Fairless Hills, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...


  • Beverly Hills, California, United States SFB Full time

    Job SummaryWe are seeking a highly motivated and experienced Universal Banker II to join our team at Salem Five. As a key member of our branch operations, you will be responsible for delivering exceptional customer experiences, growing our market share, and contributing to the success of our business.Key ResponsibilitiesIdentify sales opportunities and...


  • Forest Lake, Minnesota, United States WesBanco Bank Inc. Full time

    Job Title: Universal BankerWe are seeking a highly motivated and customer-focused Universal Banker to join our team at WesBanco Bank Inc. in Monrovia, Maryland.Job Summary:The Universal Banker will be responsible for providing excellent customer service, identifying sales opportunities, and performing account transactions. This role requires a strong ability...


  • Beverly Hills, California, United States Western Alliance Bank Full time

    Job Title: Senior Vice President Commercial BankerJoin Western Alliance Bank as a Senior Vice President Commercial Banker and take on a challenging role within our Private Client Group. As a key member of our team, you will be responsible for identifying and developing new business opportunities, building relationships with high-net-worth individuals,...

  • Personal Banker

    1 month ago


    Lake Forest, California, United States Citigroup Inc Full time

    Job SummaryThe Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective of this role is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.Key...


  • Rochester Hills, United States Michigan Schools and Government Credit Union Full time

    Founded by a small group of educators, Michigan Schools & Government Credit Union (MSGCU) has been providing quality financial services to the community for 70 years and welcomes everyone in Michigan to bank with us. We are financial champions committed to helping our members achieve financial success by rallying behind them and their goals. As the sixth...


  • Beverly Hills, California, United States Mechanics Bank Full time

    Job SummaryWe are seeking a highly skilled Utility Universal Banker to join our team at Mechanics Bank. As a key member of our banking operations team, you will be responsible for performing routine teller transactions, new account transactions, and working directly with customers to provide exceptional service.Key ResponsibilitiesMaintain and balance a cash...


  • Beverly Hills, California, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Universal Banker to join our team at M&T Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences through sales, service, and digital engagement.Key ResponsibilitiesSupport daily branch operations as a Teller, ensuring seamless customer service and sales...

  • Banking Professional

    4 weeks ago


    Fairless Hills, Pennsylvania, United States Fulton Bank Full time

    Job SummaryFulton Bank is seeking a highly motivated and customer-focused Universal Banker to join our team. As a key member of our Financial Center, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesDrive proactive sales conversations through internal and outbound interactions, including...


  • Beverly Hills, California, United States Citigroup Inc Full time

    Job SummaryThe Investment Counselor Sr. Lead is a senior-level professional responsible for providing strategic investment advice and solutions to ultra-high net worth clients. This role requires a deep understanding of investment markets, products, and services, as well as excellent communication and relationship-building skills.Key ResponsibilitiesFunction...


  • Beverly Hills, California, United States Citigroup Inc Full time

    Job SummaryThe Investment Counselor Sr. Lead is a senior-level professional responsible for providing strategic investment advice and solutions to ultra-high net worth clients. This role requires a deep understanding of traditional and alternative investments, as well as wealth planning and private banking services.Key ResponsibilitiesFunction as the primary...