Universal Banker - Part Time

Seneca Savings Bank N.A.•Town of Clay, NY

18h•$18 - $24

About The Position

The Universal Banker serves as a key point of contact for customers within the branch, providing a seamless and personalized banking experience. This role combines responsibilities in customer service, sales, and transaction processing, while supporting the Bank's mission to deliver exceptional service and promote financial wellness. Hours: Part Time, up to 25 hours per week. Monday Wednesday - Friday Saturday

Requirements

High School diploma or GED required.
Basic computer proficiency.
Strong interpersonal skills with a pleasant, professional demeanor for effective customer interaction.
Excellent verbal and written communication skills.
Demonstrated ability to work collaboratively as part of a team.
Flexibility to work a rotating schedule, including Saturdays.
Availability to attend occasional after-hours meetings as needed.
Willingness to travel between office locations as required.
Adaptability to changes in policies and procedures, sometimes implemented rapidly.

Nice To Haves

Prior cash handling experience preferred.
Previous customer service experience preferred.

Responsibilities

Process a variety of retail and commercial transactions including deposits, withdrawals, loan payments, and check cashing.
Deliver exceptional customer service by greeting customers upon arrival and guiding them to the appropriate services or team members based on their individual needs.
Encourage the use of self-service channels and assist customers in navigating digital banking tools.
Open new personal and business accounts with accuracy and professionalism, following all Bank policies and procedures.
Take ownership of account servicing and error resolution, escalating complex issues when necessary and following up to ensure timely resolution.
Recognize customer needs and act on opportunities to build lasting relationships through product recommendations and referrals.
Conduct needs assessments with customers to identify financial goals and present appropriate solutions.
Meet personal sales and referral goals by developing new relationships and expanding existing ones.
Make outbound calls and participate in branch sales promotions as directed by management.
Follow consumer guidelines for accurate account handling and exception processing.
Verify endorsements, assess funds availability, and issue receipts in accordance with Bank policy.
Balance daily work and adhere to all operational procedures.
Maintain knowledge of ATM settlement, foreign currency handling, night depository procedures, reserve cash and coin maintenance, negotiable control, and branch opening/closing protocols.
Ensure compliance with all operational, security, and control policies to prevent fraud and protect customer assets.
Demonstrate teamwork by proactively assisting other Branch colleagues when needed and by contributing actively and constructively during Branch Team meetings.
The Universal Banker must review the following reports on a daily basis:
Debit cards ordered.
Customer Source
Online Banking Enrollment
Stop/ Hold Content
High Dollar Report
CTR addition and review
3-10 log
IRS Data Capture
Deposit Review