Licensed Retail Banking Representative

Essential Job Functions:

Customer Service Duties:

1. Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures 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. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics
3. 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
4. Participate in off-site sales calls branch networking and community and CRA activities

1. Resolve customer complaints regarding sales service 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

1. Maintain correspondence with customers and back office by following-up to ensure resolution
2. Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies
3. Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs
4. 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
6. Perform various administrative duties as directed by Manager
7. Monitor customer preferences to determine focus of sales efforts
8. Contact new and existing customers to discuss their needs and to explain how these needs could be met by specific bank products including but not limited to Life products and services
9. Meet assigned deposit and NDIP sales goals on a quarterly basis which include but are not limited to number of accounts opened new customer contacts units sold referrals to Financial Advisor investment/insurance revenue goal and dollar value of all products sold as assigned by the Investment Program Manager and/or Branch Manager

Responsibilities behind the Teller Line:

1. Perform all RBR duties such as issuance of official checks accept payment for rental of safe deposit boxes process deposits/withdrawals cash checks loan payments etc.
2. Assist other RBRs in balancing daily transactions verifying tickets and daily balancing of the teller area. Help RBRs with complex work-related matters (i.e. check cashing)
3. Research and investigate customer claims in matters relating to transaction discrepancies in order 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. 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 compliance with investment guidelines and regulatory requirements including continuing education and certifications
5. Knowledge and use of the Banks Redi system to keep current with updates to policy and procedures

Knowledge Skills and ExperienceRequirements:

1. Bachelors degree or equivalent work experience
2. Must have State Life Insurance license
3. Three years of branch operations experience and strong aptitude for sales
4. Must be flexible to work and/or transfer throughout the network on an as needed basis
5. Strong interpersonal and communication skills to build rapport with prospective and existing customers
6. Detailed knowledge of banking procedures regulations and all Branch related functions and terminal systems

Amalgamated Bank is anEqual Opportunity and Affirmative Action Employer Minorities / Females / Individuals with Disability / Veterans.AmeriCorps Peace Corps and other national service alumni are encouraged to apply. View ourPay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank we consider an applicant to be someone who has interviewed at least once in person with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.