Personal Banker

Braemar Hotels & Resorts•New York, NY

10d•$44,860 - $57,400•Onsite

About The Position

OceanFirst Bank is hiring a Personal Banker for its Murray Hill branch. The role processes routine financial transactions while providing personalized, high-quality service to current and prospective customers. The Personal Banker supports branch growth, profitability, and customer retention by meeting sales and service goals, assessing customer needs, and recommending appropriate banking products and services. Retail staff participate in a two-week personalized and interactive training experience upon hire.

Requirements

High school diploma or equivalent.
2–3 years of experience in a direct customer service capacity, including 1 year of prior cash handling; retail banking and teller-related experience preferred.
Prior sales experience, preferably in a retail banking environment.
Excellent sales and customer service skills.
Strong basic math skills.
Excellent interpersonal and verbal communication skills, attention to detail, and strong organizational skills.
Basic knowledge of opening accounts such as checking and savings accounts.
Computer literacy, moderate typing skills, and knowledge of standard office equipment, including a calculator.
Working knowledge of bank products, services, and software, or the ability to be trained and learn quickly.
Mastery of operational teller functions.
Ability to work flexible schedules in accordance with branch needs.
Ability to remain stationary for extended periods, communicate with customers, travel throughout the company footprint if required, move throughout the branch, operate a computer, phone, and operationally essential equipment, and handle money and position oneself to transport coin bags and boxes.

Nice To Haves

Bilingual ability in English and Cantonese or Mandarin is preferred.
Retail banking and teller-related experience preferred.
Prior sales experience in a retail banking environment preferred.

Responsibilities

Greet customers professionally and use consultative selling and profiling techniques to recommend appropriate products and services.
Balance and prove the cash drawer and work to meet teller difference and controllable loss standards; attend to the night deposit vault, ATM, ITM, and coin machine as needed.
Make daily outbound calls to customers and prospects to promote Bank, Wealth, and NEST products and services.
Meet or exceed assigned annual sales goals for Bank products and referral goals for NEST and digital products.
Proactively sell Bank products and services to deepen and preserve customer relationships based on customer needs.
Identify sales opportunities for debit cards, credit cards, Wealth and Trust services, and other strategic sales goals as directed by management.
Solicit, process, and close consumer loan applications.
Respond to customer inquiries about Bank services and coordinate with internal departments to support customer satisfaction.
Perform account and record maintenance duties as directed.
Provide notary services if licensed.
Process deposits, withdrawals, loan payments, check cashing, and other teller transactions in accordance with Bank policy.
Serve as Branch Supervisor if directed by management.
Assist with related branch office functions as directed by the Branch Manager.
Help customers migrate to the Bank’s digital channels.
Stay current on and apply Bank policies and procedures, including BSA requirements, and attend additional training as directed.
Participate in the Branch Incentive Program.
Ensure compliance with banking regulations, employment and labor laws, agency guidelines, and organizational policies.
Manage Retail Branch compliance requirements and maintain files in accordance with regulations.
Ensure staff meet compliance and disclosure requirements and are cross-trained.