8 Universal Banker Jobs in New York, NY
Carver Federal Savings Bank is Hiring an Universal Banker Near New York, NY
FLSA: Non-Exempt
Department: Retail
Reports to: Assistant Branch Manager
Position Summary: The Universal Teller responsibilities include acquiring new clients and cross selling community outreach/development. They are required to understand, enforce and be coached on the Bank's sales process. They are also responsible for processing customer transactions as well as informing customers about a variety of Bank products and services. Universal Tellers must be able to interact with customers in a professional and knowledgeable manner.
Essential Duties and Responsibilities:
- Acquire New Clients - Demonstrate growth by acquiring new customers thru outbound calling, engaging customers, and following thru on teller referrals.
- Cross sell additional products and services to existing customers.
- Customer Outreach/Development - Schedule appointments and perform on-site visits or perform outbound telephone calls to community members/businesses to discuss financial solutions; a minimum of two visits/calls with community organizations per week.
- Follow up with customer's post-account opening at the following intervals: 10 days, 6 weeks and three months.
- Fulfill customer service requests to ensure customer satisfaction and retention
- Identify sales opportunities by turning a service issue into a sale (especially life event changes).
- Promote alternate channel delivery (Online Banking, Debit Card, ATM) making day-to-day banking more convenient for customers.
- Responsible to perform service behaviors as measured in the bank Customer Service Shopper Program, toward the achievement of maximum customer satisfaction and the highest branch ratings.
- Process customer transactions face-to-face, such as cashing checks and handling deposits, withdrawals, money orders, and cashier's checks
- Provide exceptional customer service in response to customer needs and requests
- Adhere to all applicable laws, regulations, Bank policies and procedures, including the Bank Secrecy act, Anti Money Laundering laws, Office of Foreign Asset Control requirements and other regulatory requirements.
- Open new financial relationships
- Deepen existing financial relationships thru cross-selling
- Sales referrals to internal partners (e.g. Lending Group, Investment Group)
- Set appointments for account reviews
- Outbound telephone calling
- High School diploma or equivalent
- Minimum of two years in a sales position preferred
- Ability to make sound judgments based on given information
- Excellent communication and interpersonal skills
- Prior experience working with the general public required
- Prior experience in retail or cash handling roles
- Computer Savvy
- Must be customer-focused
- Must detail-oriented and able to work with numbers quickly and accurately
- Basic Accounting knowledge a plus
- Skills Necessary:
- Adheres to sales processes and action plans
- Listens to and acts upon instructions
- Demonstrates accountability
- Excellent verbal communication, interpersonal and problem-solving skills
- Team oriented
- Microsoft Excel and Word experience preferred
Job Summary
Full Time
$36k-44k (estimate)
04/18/2024
05/06/2024
carverbank.com
MANHATTAN, NY
100 - 200
1948
DEBRA WRIGHT
$10M - $50M
Related Companies
The following is the career advancement route for Universal Banker positions, which can be used as a reference in future career path planning. As an Universal Banker, it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker. You can explore the career advancement for an Universal Banker below and select your interested title to get hiring information.
If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Universal Banker job description and responsibilities
Universal bankers is who assist customers with loan applications.
02/08/2022: Columbus, GA
Universal bankers manage the accounts, process transactions, and prepare financial reports.
03/07/2022: Atlanta, GA
Focus to retail leadership decision-making towards simplifying aspects of the branch banker experience.
12/17/2021: Port Arthur, TX
Universal bankers will perform both sales and service transactions.
03/03/2022: Boise, ID
Universal Banker will provide quality service and develop long- term customer relationships.
12/24/2021: Boca Raton, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Universal Banker jobs
Universal bankers should be comfortable executing marketing and sales techniques when the opportunity arises.
02/23/2022: Greenville, SC
Training Online Training For Bankers American Bankers Association.
03/08/2022: Yakima, WA
Creating an Atmosphere of Positive Evolution.
02/25/2022: Monterey, CA
Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.
01/02/2022: Toledo, OH
Attention to detail, problem solving, and the ability to be pro-active.
12/19/2021: Bradenton, FL
Step 3: View the best colleges and universities for Universal Banker.
