PT Universal Banker

Beacon Bank•New York, NY

17h•$20 - $27

About The Position

The Universal Banker performs the responsibilities of both a Teller and a Personal Banking Representative. The role delivers an exceptional customer experience, processes transactions, opens new accounts, and proactively develops, retains, and expands customer relationships. The Universal Banker promotes Beacon Bank products and services, supports digital banking engagement, and ensures compliance with bank policies, procedures, and regulatory requirements. The position is in Retail Banking, within the Branch Network, and reports to the Branch Manager. It is based in Brooklyn, Connecticut, is 20 hours per week, and is benefits eligible. The role is non-exempt and has a stated salary range of $20.00–$27.13; actual compensation depends on factors including skills, relevant experience, and work location.

Requirements

High school diploma or equivalent required.
Prior teller or sales experience in a goal-oriented environment.
Proven cash-handling and customer-service experience.
Knowledge of bank products, services, and operating procedures.
Excellent oral and written communication skills.
Detail-oriented, with strong organizational and time-management skills.
Basic computer skills.
Ability to work flexible hours, including Saturdays, and travel to nearby offices as required.
Superior customer-service and sales skills.
Strong communication and interpersonal skills.
Ability to identify customer needs and make appropriate recommendations.
Ability to prioritize workflow, multitask, and meet deadlines.
Enthusiastic, goal-oriented, and customer-focused.
Ability to analyze situations and solve complex issues.

Nice To Haves

Associate’s degree or banking courses preferred.
Familiarity with Microsoft Office (Word, Excel, Outlook).

Responsibilities

Provide an outstanding customer experience at all points of contact.
Build, retain, and expand customer relationships by recommending products and services suited to customer needs.
Educate and assist clients with digital banking services and recommend convenient banking options.
Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
Participate in outbound calling campaigns, branch initiatives, and community involvement to develop new business.
Recognize customers’ needs and goals and make appropriate recommendations.
Educate customers about and offer financial products and services, including referrals to business partners.
Maintain basic knowledge of lending products.
Meet or exceed individual incentive goals and contribute to overall branch goals.
Participate actively in branch initiatives.
Process deposits, withdrawals, check cashing, loan payments, and other financial transactions.
Maintain and balance a cash drawer daily within guidelines; handle cash in an organized, timely, and accurate manner.
Assist with daily branch responsibilities to ensure proper balancing and timely delivery of work to appropriate departments.
Provide backup support to Teller Supervisors and participate in branch meetings.
Perform account opening procedures and maintenance requests accurately.
Follow bank policies and procedures, protect bank assets, and maintain the confidentiality of customer information in accordance with Customer Information Practices.
Comply with banking regulations, policies, and procedures, including BSA/AML.
Deter robbery and fraud by adhering to procedures.
Demonstrate teamwork, adaptability, accountability, and leadership in alignment with Beacon Bank’s core values.