Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 6 Salary Range: $20.00 - $28.90 Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: West Harrison, NY Purpose/Objective: The Sr. Universal Banker position will be responsible to perform the job responsibilities of both a Senior Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's products and services, and support digital banking engagement. Ensure compliance with all bank policies, procedures, and regulatory requirements. Takes personal initiative and can independently make sound business decisions. Mentor and coach to colleagues in areas of performance, product knowledge, and customer experience process. Key Accountabilities: Customer Relationship Management * Provide an outstanding customer experience at all points of contact. * Build, retain, and expand customer relationships by recommending products and services to meet customer needs. * Educate and assist clients with digital banking services and recommend convenient banking options. * Handle complex customer issues, explain bank policies and procedures, and resolve service concerns. * Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business. Sales, Referrals Associate's degree or banking courses preferred. Experience: * Prior teller or sales experience in a goal-oriented environment. * Proven cash handling and customer service experience. * Knowledge of bank products, services, and operating procedures. * Excellent oral and written communication skills. * Detail-oriented with strong organizational and time management skills. * Must be eligible for registration in the Nationwide Mortgage Licensing System familiarity with Microsoft Office (Word, Excel, Outlook). * Ability to work flexible hours, including Saturdays and travel to nearby offices as required. Skills
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