4 Jobs
PATRIOT BANK, N.A. is Hiring an Universal Banker Near Scarsdale, NY
- Implement new outreach calling programs and required sales activities.
- Familiar with all products and services to be able to assess customer needs and recommend solutions that most benefit the customer and the Bank.
- Cross-sell and up-sell bank products and services by answering inquiries and informing customers of new offerings.
- Coach team members on identifying sales opportunities and referring to appropriate internal business partners to achieve both Bank and individual sales revenue goals.
- Manage and support team members in their professional development through coaching, training, and recognition.
- Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information.
- Provide excellent customer service at account opening, closing or servicing, using extensive knowledge of all required application systems.
- Obtain all necessary new account documents and adhere to KYC and CIP guidelines.
- Ability to use sound judgment in decision making and problem solving during the absence of a manager or assistant manager.
- Make daily overdraft decisions when a manager is unavailable.
- Perform daily, monthly, quarterly and annual audits to ensure operational soundness.
- Perform all Universal Banker functions during staff shortages.
- Open and close the branch in adherence to the Bank operation and security procedures.
- Must be willing to work flexible shifts including Saturdays and be willing to cover other branches when needed.
- All employees are expected to comply with the Bank's policies and procedures relative to BSA/AML/CIP/OFAC, etc. while performing their assigned job responsibilities.
Requirements
- Excellent organizational, interpersonal and communication skills
- Attention to detail while multi-tasking
- Strong math aptitude and excellent customer service ability
- Ability to build and maintain customer relationships
- Must be a team player with willingness to work in other branches on an as needed basis
- Strong sense of integrity and personal ethics
- Demonstrate competency and accountability with the Bank operational standards
- Strong working knowledge of Bank products and services
- Minimum of 1 to 2 years banking and cash handling experience
- Basic PC, MS Word and Excel proficiency
- Experience in customer service and/or sales experience
- Associate degree or 1 -3 years of relevant experience in consumer, business banking or retail services.
Job Summary
Full Time
$41k-50k (estimate)
05/29/2024
06/15/2024
bankpatriot.com
GREENWICH, CT
100 - 200
1994
JUDY PUCCI
$10M - $50M
Banking
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About PATRIOT BANK, N.A.
Patriot Bank is a leading community and commercial bank headquartered in Stamford, CT with branches in Fairfield and New Haven Counties in Connecticut and in Westchester County in New York. Founded in 1994, Patriot Bank has served its communities by helping individuals, small businesses, nonprofits and municipalities thrive. Our bankers have deep local knowledge and banking experience and provide top-tier banking products and creative solutions to deliver a superior customer experience. In 2015, Sandler ONeill & Partners named Patriot Bank one of the nations top performing small-cap banks, the ...
only bank in New England to receive this designation. Visit one of our branches or Live Banker ATMs today. Come meet your local bankers or contact us at 1-888-PATRIOT or visit us at www.BankPatriot.com.
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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.
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Universal bankers manage the accounts, process transactions, and prepare financial reports.
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Focus to retail leadership decision-making towards simplifying aspects of the branch banker experience.
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Universal bankers will perform both sales and service transactions.
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Universal Banker will provide quality service and develop long- term customer relationships.
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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.
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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.
