drjobs Retail Banking Representative

Retail Banking Representative

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Amalgamated Bank is seeking a Retail Banking Representative to be responsible for providing a high quality of Customer Service in a broad variety of activities. This position will be called on to work in both the Teller and Customer Service areas according to needs. This position is responsible for presenting full array of Amalgamated Banks products to existing and potential customers at the Branch and at offsite events. The role will also support branch management in achievement of branch performance metrics and reports to our Union Square location.

By joining our team youll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.



EssentialJobFunctions:

Customer Service Duties:

  1. Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure including but not limited to the Banks CIP and customer service policies
  2. Proactively present and cross sell Bank products through probing questions and offer appropriate products and services based on customer responses
  3. Perform all functions to open and maintain new and existing accounts
  4. Actively promote the Bank and its products and services. This will include setting up a table outside the branch and handing out information when necessary
  5. Participate in offsite sales calls branch networking community and CRA activities
  6. Resolve customer complaints regarding sales services or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner which may include preparing and submitting written correspondence to respective departments
  7. Maintain correspondence with customers and back office by followingup to ensure resolution
  8. Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies
  9. Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs
  10. Review and verify all previous days work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts
  11. Approve checks (up to authorized limit) using knowledge of account history and account information on file
  12. Perform various administrative duties as directed by Branch Manager

Responsibilities behind Teller Line:

  1. Perform all RBR duties such as stop payment orders accept payment for rental of safe deposit boxes process deposits / withdrawals cash checks etc
  2. Assist other RBRs in balancing daily transactions verifying tickets and daily balancing of the teller area. Assist RBRs with complex workrelated matters (i.e. check cashing).
  3. Research and investigate customer claims in archive area in matters relating to missing deposits missing checks original ATM envelopes etc. to help resolve issues for customers in a timely manner
  4. Perform RBR functions as assigned. Review and verify all previous days work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts
  5. Approve checks (up to authorized limit) using knowledge of account history and account information on file

General Responsibilities:

  1. Assist Officers in performing various Branch functions and Branch reports as requested
  2. Render priority services to customers in need of special handling
  3. Perform various related clerical duties as directed
  4. Knowledge and use of the Banks Redi system to keep current with updates to policy and procedures

KnowledgeSkills andExperienceRequirements:

  1. High School Diploma or equivalent
  2. Minimum of two 2 years Teller experience required or successfully completing the teller training course in lieu of Teller experience
  3. Strong interpersonal and communication skills to build rapport with prospective and existing customers
  4. Must be flexible to work and/or transfer throughout the network on an as needed basis
  5. Detailed knowledge of banking procedures regulations and all Branch related functions and terminal systems



Our job titles may span more than one career level. The starting base salary for this role is between $25 per hour $27per hour. The actual base pay is dependent upon many factors such as: training transferrable skills work experience business needs and market demands. The base pay range is subject to change and may be modified in the future.


Required Experience:

Unclear Seniority

Employment Type

Full-Time

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