Universal Banker Supervisor- Penn Station

Apple Bank•New York, NY
•Onsite

About The Position

The Universal Banker Supervisor provides prompt, courteous, and efficient service to new and existing Apple Bank customers by handling monetary and account-related transactions. The position combines supervisory, customer service representative, and teller responsibilities, providing branch leadership and elevated customer service. It also supports branch sales and service efforts through acquiring new clients, recommending suitable products and services, performing platform functions, and processing account maintenance transactions. When branch management is absent, the Universal Banker Supervisor may assume managerial duties, approve or override transactions, open new accounts, resolve issues, and educate customers about bank products and services. The role also supports branch opening and closing as required, helps train and mentor branch staff, and ensures adherence to customer service, account-opening, compliance, security, and operational standards.

Requirements

  • High school diploma or GED.
  • At least 3 years of retail banking experience in a combined Teller and Customer Service Representative capacity.
  • 1–2 years of bank supervisory experience in either the teller unit or platform.
  • Prior experience fostering and developing strong customer relationships.
  • Ability to develop and maintain detailed knowledge of banking products and services.
  • Willingness to be cross-trained in other branch functions.
  • Excellent problem-solving skills and ability to provide solutions to customer issues.
  • Confident, professional, and positive demeanor with customers.
  • Excellent interpersonal and verbal and written communication skills, including excellent phone skills.
  • Strong organizational skills and attention to detail.
  • Basic knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
  • Sound judgment and discretion when using confidential information.
  • Availability for weekend work and extended hours, and to fill in at neighboring branch locations as required.
  • Ability to travel occasionally for mandatory training.
  • Visa sponsorship is not available.

Nice To Haves

  • Fully cross-trained in branch functions.
  • General understanding of banking operations, including risk, compliance, fraud, and loss.

Responsibilities

  • Provide friendly, professional customer service and resolve service-related issues promptly and efficiently.
  • Accurately explain the features and facts of the Bank's products, accounts, and services to current and prospective customers.
  • Oversee the assigned branch in a leadership capacity when branch management is absent.
  • Approve or override financial transactions using due diligence and sound judgment to minimize risk and potential loss.
  • Assist in training and mentoring newly hired Tellers, Customer Service Representatives, and Universal Bankers.
  • Help ensure staff follow customer service standards and that new account procedures, including CIP and BSA requirements, are followed.
  • Guide customer-facing staff in handling difficult or complex problems.
  • Help resolve customer issues, seek favorable outcomes for the Bank and customers, and escalate issues to appropriate business partners when needed.
  • Open, close, and oversee the banking office under established guidelines when required.
  • Identify opportunities to acquire new or additional banking relationships, understand customer and prospect needs, and offer suitable products and services.
  • Refer customers to licensed representatives of ABS Associates of NY, Inc. when appropriate.
  • Assist with opening and closing the vault, safe, and ATM, and keep the customer area orderly and properly supplied.
  • Communicate disclosures, transaction rules and regulations, and FDIC protection when opening new accounts.
  • Maintain accurate new-account records and complete timely follow-up as needed.
  • Follow regulatory, compliance, security, audit, code-of-conduct, and operational-control policies and procedures to protect customers and Bank assets.
  • Perform additional duties as requested.
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