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Customer Banking Specialist

2 months ago

Lansing, New York, United States Cayuga Lake National Bank Full time
Job Overview

Position Type: Full-time

Role Summary:

The Universal Banker plays a vital role in providing exceptional service to clients while managing a variety of banking transactions. Key responsibilities include:

  • Processing deposits and loan payments, handling night and mail deposits, cashing checks, and facilitating withdrawals.
  • Issuing cashier's checks and money orders, as well as redeeming savings bonds.
  • Offering clients insights into their account statuses and balances.
  • Assisting in the opening of new accounts, including checking, savings, IRAs, and CDs, in accordance with established regulations.
  • Connecting clients with additional bank services or departments as needed.
  • Delivering outstanding customer service with a friendly and courteous demeanor.
  • Maintaining comprehensive knowledge of banking products and services to address client inquiries effectively.
  • Adhering strictly to all bank policies, procedures, and regulatory guidelines.
  • Safeguarding clients' confidential information and ensuring its use is limited to official purposes.
  • Managing incoming phone inquiries.
  • Performing other assigned duties as required.

Employee Benefits:

  • Health and dental insurance coverage
  • Paid time off and sick leave
  • 401K retirement plan
  • Tuition reimbursement opportunities
  • Paid federal holidays

Work Schedule:

Monday to Friday, 8 AM – 5 PM, with occasional Saturday hours from 9 AM – noon.

Equal Opportunity Employer: Cayuga Lake National Bank is committed to fostering an inclusive workplace.

Qualifications:

Skills and Competencies:

  • Strong listening abilities, allowing for effective communication and problem-solving.
  • Excellent verbal communication skills.
  • Proficient multi-tasking capabilities, especially under pressure.
  • Technological proficiency for efficient task execution.
  • Friendly, patient, and helpful demeanor.
  • Attention to detail and adherence to instructions.
  • Team-oriented mindset.
  • Dependability is essential.

Education and Experience:

  • High school diploma or GED is required.
  • Previous banking experience is preferred.