Universal Banker Trainee- Crown Heights

Apple Bank•Brooklyn, NY

5d•Onsite

About The Position

The Universal Banker Trainee is an entry-level role for individuals with limited or no banking experience. The position participates in a structured six-month training program combining classroom instruction, coaching, job shadowing, and supervised on-the-job training. Trainees develop knowledge and skills in customer service, transaction processing, account servicing, branch operations, and sales and service practices. Under branch management and experienced team members’ guidance, trainees learn established procedures and gradually take on routine responsibilities. They are expected to complete required training and demonstrate the competencies needed to perform the essential functions of a Universal Banker within six months. The role is based in Crown Heights, Brooklyn, New York, and pays $21.97–$23.62 per hour. Occasional travel for training and flexibility to work at nearby branches may be required. Visa sponsorship is not available. The employer is an equal opportunity employer and does not discriminate on the basis of protected characteristics.

Requirements

High school diploma or GED.
Strong verbal and written communication skills.
Willingness to learn, follow direction, and apply coaching and feedback.
Basic math, computer, and organizational skills, with attention to detail.
Professional, dependable, and customer-focused approach.
Demonstrated discretion in handling confidential customer and Bank information.
Ability to complete all required training and assessments within the six-month program.
Flexibility to work weekends, extended hours, or at nearby branch locations based on business needs.
Willingness to travel occasionally for required training.

Nice To Haves

College coursework or degree preferred.
Prior customer service, cash handling, retail, or banking experience is helpful but not required.
Interest in retail banking, branch operations, and customer service.

Responsibilities

Participate in required training, coaching, job shadowing, and branch learning activities.
Perform routine branch activities under supervision while developing proficiency.
Welcome customers, identify service needs, and direct customers to the appropriate employee or solution.
Develop knowledge of the Bank’s products, services, systems, and customer service standards.
Assist customers with routine service requests and basic banking inquiries.
Process routine transactions and perform basic account servicing in accordance with established procedures.
Learn account-opening requirements, including customer identification, documentation, and disclosures.
Identify referral opportunities and direct customers to the appropriate employee or business partner.
Complete required regulatory, compliance, security, fraud-prevention, and confidentiality training.
Adhere to established policies, procedures, and internal controls.
Support daily branch operations, including opening and closing activities, as assigned.
Demonstrate progress by successfully completing training and development milestones.
Carry out other duties as assigned.