Retail Banking Representative

Amalgamated Bank of NY•New York, NY

3d•$22 - $28•Hybrid

About The Position

The Retail Banking Representative is responsible for providing high-quality customer service in a variety of activities, working in both Teller and Customer Service areas as needed. This role involves presenting Amalgamated Bank’s products to existing and potential customers at the branch and off-site events, and supporting branch management in achieving performance metrics.

Requirements

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

Responsibilities

Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure.
Proactively present and cross-sell Bank products by probing questions and offering appropriate products and services.
Perform all functions to open and maintain new and existing accounts.
Actively promote the Bank and its products and services, including setting up tables outside the branch and handing out information.
Participate in off-site sales calls, branch networking, community and CRA activities.
Resolve customer complaints regarding sales, services, or account issues, responding professionally in person or over the phone.
Maintain correspondence with customers and back office, following up to ensure resolution.
Greet customers professionally to create a welcoming environment.
Demonstrate a comprehensive understanding of Bank products and services and match them to customer needs.
Review and verify all previous days’ work for accuracy and resolve discrepancies.
Approve checks up to the authorized limit based on account history and information.
Perform various administrative duties as directed by the Branch Manager.
Perform all RBR duties such as stop payment orders, accepting payment for safe deposit boxes, processing deposits/withdrawals, and cashing checks.
Assist other RBRs in balancing daily transactions, verifying tickets, and balancing the teller area.
Research and investigate customer claims regarding missing deposits, checks, or ATM envelopes.
Assist Officers in performing various Branch functions and Branch reports.
Render priority services to customers needing special handling.
Perform various related clerical duties as directed.
Utilize the Bank’s Redi system to stay current with policy and procedure updates.