Apple Bank
Overview
Join to apply for the
Universal Banker
role at
Apple Bank . New York, New York Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB role is a hybrid position that requires operating in the dual capacity of Customer Service Representative and Teller, delivering quality customer service at an enhanced level. The UB also provides sales and service support to the branch by acquiring new clients and offering suitable Bank products/services, performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate customers on Bank products/services, and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.
Responsibilities
Provide exceptional customer service by engaging clients in a friendly and professional manner and resolving service-related issues timely and efficiently.
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Recognize opportunities to acquire new or additional banking relationships by engaging with customers and prospects to understand their needs and offer suitable products and services; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied.
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protections to customers when opening new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client and Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
Skills, Education, & Experience
High School Diploma or GED required.
Must have at least 1-2 years of retail banking experience in the combined role of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop and maintain a detailed knowledge of banking products and services.
Willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Confident, professional, and positive demeanor with customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and attention to detail.
Basic knowledge of Microsoft Office (Word, Excel, PowerPoint).
Sound judgment and discretion when handling confidential information.
Weekend work and extended hours or filling in at neighboring branch locations may be required.
Mandatory training may require occasional travel.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
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Join to apply for the
Universal Banker
role at
Apple Bank . New York, New York Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB role is a hybrid position that requires operating in the dual capacity of Customer Service Representative and Teller, delivering quality customer service at an enhanced level. The UB also provides sales and service support to the branch by acquiring new clients and offering suitable Bank products/services, performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate customers on Bank products/services, and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.
Responsibilities
Provide exceptional customer service by engaging clients in a friendly and professional manner and resolving service-related issues timely and efficiently.
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Recognize opportunities to acquire new or additional banking relationships by engaging with customers and prospects to understand their needs and offer suitable products and services; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied.
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protections to customers when opening new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client and Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
Skills, Education, & Experience
High School Diploma or GED required.
Must have at least 1-2 years of retail banking experience in the combined role of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop and maintain a detailed knowledge of banking products and services.
Willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Confident, professional, and positive demeanor with customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and attention to detail.
Basic knowledge of Microsoft Office (Word, Excel, PowerPoint).
Sound judgment and discretion when handling confidential information.
Weekend work and extended hours or filling in at neighboring branch locations may be required.
Mandatory training may require occasional travel.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
#J-18808-Ljbffr