Banking Professional

5 days ago


New York, New York, United States Ascendo Resources Full time
Job Summary

We are seeking a highly motivated and customer-focused Banking Professional to join our team at Ascendo Resources. As a key member of our branch team, you will be responsible for delivering exceptional customer service, processing transactions, and supporting the growth of our business.

Key Responsibilities
  • Provide outstanding customer service to customers, partners, and prospects, tailoring solutions to meet their needs.
  • Process all paying and receiving transactions accurately and efficiently, including cash vault activities.
  • Comply with internal policies, procedures, and regulatory requirements.
  • Support the branch's business development plan and growth objectives.
Essential Functions
  1. Greet and engage customers as they enter the branch, offering a seamless customer service experience.
  2. Identify customer needs and recommend appropriate bank products and services, such as deposits, loans, and cash management.
  3. Respond to customer inquiries via various channels (in-person, phone, mail, email), acting as the liaison with other departments to ensure customer satisfaction.
  4. Onboard customers and open new accounts, ensuring all documentation is completed in accordance with policy and regulatory standards.
  5. Execute monetary and negotiable instrument transactions using both traditional and alternative channels (e.g., smart ATMs, TCRs, teller stations).
  6. Process wire transfers and promote alternative self-service options to enhance customer experiences.
  7. Coordinate periodic customer follow-up calls and meetings to provide additional value-added services.
  8. Collaborate with other departments to establish partnerships and obtain referrals.
  9. Complete all required training in a timely manner.
  10. Adhere to all internal policies and regulatory requirements, including the Bank Secrecy Act.
Requirements
  • High school diploma or equivalent, with a focus on business-related courses.
  • Minimum of two (2) years of relevant experience preferred.
  • Proficient communication skills in English; Spanish is a plus.
  • Strong reading, writing, grammar, and mathematical skills.
  • Excellent interpersonal and communication abilities.
  • General knowledge of retail banking procedures and regulations.
  • Moderate proficiency in Microsoft Office and general PC skills.
  • Self-motivated with a strong sales aptitude.
  • Comfortable using technology, including smartphones and online banking platforms.


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