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2 Personal banker Jobs in Red Hook, NY

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Ulster Savings Bank
Red Hook, NY | Full Time
$91k-125k (estimate)
1 Week Ago
Ulster Savings Bank
Red Hook, NY | Full Time
$102k-135k (estimate)
4 Weeks Ago
Personal banker
$91k-125k (estimate)
Full Time 1 Week Ago
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Ulster Savings Bank is Hiring a Personal banker Near Red Hook, NY

Job Details

Job Location

Red Hook, NY

Position Type

Full Time

Salary Range

$17.50 Hourly

Job Shift

Monday - Saturday

Description

We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position.

Personal Bankers are responsible for preforming routine branch and customer service duties while referring new or existing customers to appropriate departments for any services Ulster Savings Bank or its subsidiaries offer, and maintaining a safe work environment by adhering to the advanced security protocols Ulster Savings Bank has in place.

Candidates must possess excellent verbal and written communication skills, the ability to listen, understand, and respond to requests in a timely manner, and be able to perform all essential duties and clerical functions.

Essential Duties and Responsibilities

  • Verify the customer standing in front of you to process retail and commercial checking and savings account deposits and withdrawals
  • Assist in performing all safe deposit box duties
  • Redeem savings bonds for existing and non-existing customers
  • Issue debit cards and gift cards to customers who request them
  • Open all types of new personal and commercial accounts (ex : checking, savings, safe deposit box, IRA)
  • Marketing products :
  • Discuss traditional and non-traditional bank products with new and existing customers
  • Continuously refer customers to other Ulster Savings Bank departments and subsidiaries
  • Perform all Certificate of Deposit redemptions, pay-outs, transfers, and renewals
  • Count all currency and coin accurately to balance your cash box daily
  • Clearly verify signatures and amounts on negotiable instruments and various bank forms including but not limited to :
  • checks, deposit and withdrawal slips, signature cards, payments, ect.
  • Write various tickets, proof sheets, and receipts for auditing purposes
  • Assist customers with questions and problems
  • Travel to other branches as needed
  • Any other duties management may assign

Hours :

M-Fri : 11am - 3pm / Alternate a day from 8 : 15am-6 : 15pm

Sat : 8 : 45am - 2 : 15pm

Alternate one day off during the week

Qualifications

  • Minimum 1 year cash handling experience
  • Excellent verbal and written communication skills
  • Excellent customer service and technical skills
  • Last updated : 2024-04-24

Job Summary

JOB TYPE

Full Time

SALARY

$91k-125k (estimate)

POST DATE

04/26/2024

EXPIRATION DATE

07/25/2024

WEBSITE

ulstersavings.com

HEADQUARTERS

WOODSTOCK, NY

SIZE

200 - 500

FOUNDED

1851

TYPE

Private

CEO

ANTHONY TROCCIA

REVENUE

$5M - $10M

Show more

Ulster Savings Bank
Full Time
$92k-125k (estimate)
1 Week Ago
Ulster Savings Bank
Full Time
$102k-136k (estimate)
1 Week Ago
Ulster Savings Bank
Full Time
$102k-135k (estimate)
4 Weeks Ago

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The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker below and select your interested title to get hiring information.

If you are interested in becoming a Personal 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 a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

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 Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
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University of Notre Dame
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