Retail Banking Representative

Amalgamated Bank of NY•New York, NY

16h•$22 - $28•Onsite

About The Position

The Retail Banking Representative provides high-quality customer service across teller and customer service functions, working in either area according to branch needs. The role presents Amalgamated Bank products to existing and prospective customers at the branch and off-site events, and supports branch management in achieving performance metrics. The position also includes account servicing, customer issue resolution, teller transactions, administrative work, and participation in branch and community activities. Branch service roles require daily in-person attendance at a Company site.

Requirements

High school diploma or equivalent.
At least two years of teller experience, or successful completion of the teller training course in lieu of teller experience.
Strong interpersonal and communication skills to build rapport with prospective and existing customers.
Detailed knowledge of banking procedures, regulations, branch functions, and terminal systems.
Flexibility to work or transfer throughout the network as needed.

Responsibilities

Open and maintain customer accounts in accordance with Bank policies and procedures, including customer identification and customer service policies.
Proactively identify customer needs and present or cross-sell appropriate Bank products and services.
Promote the Bank and its products and services, including setting up tables outside the branch and distributing information when needed.
Participate in off-site sales calls, branch networking, community activities, and CRA activities.
Resolve customer complaints and inquiries in person or by phone, and prepare and submit written correspondence to relevant departments when necessary.
Follow up with customers and back-office teams to ensure issues are resolved.
Greet and acknowledge customers professionally and create a welcoming environment in accordance with Bank policies.
Demonstrate knowledge of Bank products and services and match them to customer needs.
Review and verify the prior day's work, resolve discrepancies, and check general ledger accounts.
Approve checks up to the authorized limit using account history and information on file.
Perform administrative duties as directed by the Branch Manager.
Carry out teller functions, including stop-payment orders, safe-deposit-box rental payments, deposits, withdrawals, and check cashing.
Assist other Retail Banking Representatives with balancing transactions, verifying tickets, balancing the teller area, and complex matters such as check cashing.
Research customer claims in the archive area involving issues such as missing deposits, checks, or original ATM envelopes.
Perform other assigned Retail Banking Representative functions and verify prior-day work for accuracy.
Assist officers with branch functions and reports as requested.
Provide priority service to customers requiring special handling.
Perform related clerical duties as directed.
Use the Bank's Redi system to stay current on policy and procedure updates.
Work or transfer throughout the branch network as needed.