Universal Banker - Montague
Flushing Bank

New York, New York

Posted in Banking


This job has expired.

Job Info


General Statement of Duties:The Universal Banker is expected to delivera superior branch experience by welcoming customers to the branch and making their banking needs your top priority.The Universal Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing onbuilding full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services.The Universal Banker will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs.You will be part of a team of professional individuals with a shared focus on delivering a world class customer service experience.

Supervision Received:Reports to Branch Manager

Supervision Exercised:N/A

Major Duties and Responsibilities:

  • Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
  • Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
  • Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
  • Fulfill customer financial needs, both immediate and longer term, by utilizing needs based selling to offer appropriate solutions and referring to business partners when necessary.Identify clients with higher levels of investable assets and offer our Premier checking as the best in class banking package and introduce to Premier Banker for portfolio management.
  • Encourage automated transaction handling to customers by "hip to hip" demonstration.If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance.
  • Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do.
  • Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products.Refer to specialists as required.
  • If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
  • Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
  • Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices.Be able to efficiently and effectively access operational policies and procedures.
  • Perform operational responsibilities as designated by management.
  • Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
  • Ensure compliance with all regulations, policies and procedures.Perform additional accountabilities as required.
Non-Essential Responsibilities:

Perform other related functions as required by manager.

Significant Contacts/Interactions:

Internal:Branch Staff, Area Managers, Senior Managers

External:Customers and Vendors


Minimum Qualifications:

  • Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
  • A minimum of 3 years of experience in a financial institution or comparable experience in a selling environment.
  • The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
  • Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.
  • Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world.
EOE, including disabled and veterans.

Other details
  • Pay Type Salary
Apply Now

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Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world.EOE, including disabled and veterans.","employmentType":null,"hiringOrganization":{"@type":"Organization","name":"Flushing Bank","logo":null},"jobLocation":[{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"186 Montague St","addressLocality":"Brooklyn","addressRegion":"New York","postalCode":"11201","addressCountry":"US"}}],"jobLocationType":null,"baseSalary":{"@type":"MonetaryAmount","value":{"@type":"QuantitativeValue","value":null,"minValue":null,"maxValue":null,"unitText":"YEAR"}}}
  • 186 Montague St, Brooklyn, NY 11201, USA


This job has expired.

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