Universal Banker Supervisor- 4th Avenue

Apple Bank•New York, NY

3d•Onsite

About The Position

The Universal Banker Supervisor is a full-service, single point of contact for Apple Bank customers, providing prompt, courteous, and efficient service through monetary and account-related transactions. The role combines supervisory, customer service representative, and teller responsibilities, providing branch leadership and supporting high-quality customer service. The supervisor supports branch sales and service efforts by acquiring new clients, offering suitable products and services, performing branch and platform functions, and processing account maintenance transactions. When branch management is absent, the supervisor may assume managerial duties, approve or override transactions, open accounts, resolve issues, educate customers about bank products and services, and refer customers to a licensed representative of ABS Associates of NY, Inc. The role also supports branch opening and closing as required.

Requirements

High school diploma or GED.
At least 3 years of retail banking experience combining Teller and Customer Service Representative experience.
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 verbal and written interpersonal and 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 when 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 exceptional customer service, engage customers professionally, and resolve service issues promptly and efficiently.
Communicate accurately and ethically with current and prospective customers about the features and facts of the bank’s products, accounts, and services.
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 with training and mentoring newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Ensure staff follow customer service standards and new-account procedures, including CIP and BSA requirements.
Guide customer-facing staff in handling difficult or complex problems.
Help resolve customer issues, seek mutually favorable outcomes, and escalate matters 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 by understanding customer and prospect needs and offering 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 machine, and keep the customer area orderly and properly supplied.
Communicate disclosures, rules, regulations, and FDIC protection when customers open new accounts.
Maintain accurate new-account records and perform 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.