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Universal Banker jobs in New York

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Personal Banker SAFE Act - Woodside Branch

Citi New York, NY

The Personal Banker SAFE Act is an entry-level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster...

Best Match

Personal Banker

KeyCorp New York, NY

time left to apply End Date: April 18, 2025 (30+ days left to apply) job requisition id R-30269 Location: 28 West Market Street - Red Hook, New York 12571 Job Summary Be a problem solver, trusted advisor, and...

High salary

Citizens Banker

Citizens Bank New York, NY

Description Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are...

Personal Banker

Key Bank New York, NY

Location: 28 West Market Street - Red Hook, New York 12571 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...

Relationship Banker II

Cathay Bank New York, NY

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable...

Associate, Banker – Financing Group

Goldman Sachs & Co. LLC New York, New York

Associate, Banker – Financing Group with Goldman Sachs & Co. LLC in New York, New York. Analyze securities in an investment portfolio and identifying methodologies for restructuring or optimization, including yield pickup, capital relief and improved liquidity. Structure, price and execute interest rate, inflation, foreign currency, credit, and commodity transactions that meet clients’ specific economic and accounting criteria in collaboration with Trading personnel and various other parts of the firm (including the Credit and Legal departments). Requires: Bachelor’s degree (U.S. or foreign equivalent) in Economics, Finance, Business Administration, or a related field. Two (2) years of experience in the job offered or a related role. Must have two (2) years of experience with: presenting recent market developments and risk management strategies to senior executives and other key decision makers such as Assistant Treasurers and Treasury team members; analyzing financial statements (prepared under US Generally Accepted Accounting Principles and International Financial Reporting Standards) and other disclosures in order to identify risk exposures to a variety of financial markets, financial metrics, interest expense, earnings per share, leverage, and enterprise value; analyzing the impact of interest rate and currency derivative solutions on financial statements; and utilizing Microsoft Power Point, Word and Excel, to develop internal and external presentations, create financial models, and analyze data. Must have one (1) year of experience with: executing long-dated cross-currency swaps; negotiating and analyzing ISDA (“International Swaps Dealer Association”) Master Agreements and CSAs (“Credit Support Annexes”) as well as working on trade confirmations and other governing documents related to derivative transactions; and structuring, pricing, and executing interest rate, inflation, foreign currency, credit, and derivative transactions in collaboration with structuring and trading personnel. License Requirement: FINRA Series 79 and 63 licenses at time of hire. Travel Requirement: Domestic travel required approximately 15% of the time to meet with clients. All travel expenses paid by the Firm. Job Code: 7748843 You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Salary Range: Annual base salary for this New York, New York -based position is $194,000/year - $275,000/year. QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE. ©The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.

💰 Highest-Paid Universal Banker in New York

New York

Looking for Universal Banker positions in New York? Explore local job openings and connect with employers today. Your next career move starts here

Universal Banker

Rhinebeck Bank New York, NY

The Universal Banker Part-Time position pays $19.23 - $24.00 per hour depending on experience. We have an excellent benefits package that includes 20 days of paid time off, a generous 401(k) match, and a mentor program. In order to provide you with the skills and knowledge to be successful in the Universal Banker position, the initial training program for the position is a combination of 5 weeks of hands-on, “classroom” and webinar learning. If you are talented, motivated, and can get things done, we have opportunities for you. We are looking to hire people who want more than “just a job.” We can grow your career through coaching, supportive management, and a mentor program. We provide our employees with competitive salaries, exceptional benefits including paid time off, a generous 401(k) plan, and Rhinebeck Bank stock. We even support volunteerism via paid volunteer hours. Since 1860, Rhinebeck Bank has been an integral part of the Hudson Valley. We are a local bank serving Dutchess, Ulster, and Orange counties and pride ourselves on being personally involved in our business, communities, and charitable organizations. The Universal Banker is responsible for providing an exceptional in-branch customer experience by handling customer needs from teller transactions to other service and sales requests. The UB is responsible for floating between the teller line and platform as needed within their branch. You will have a primary role on the teller line and be responsible for platform interactions and bank operations. You will be responsible for providing solutions based on customer needs by following the Rhinebeck Bank relationship management process. Primary responsibilities include: Processing customer transactions Making outbound sales calls Opening accounts Recommending appropriate bank products and services Referring business to other departments and the Bank's subsidiaries in accordance with Bank policies and procedures In order to succeed in this role, you will establish strong customer relationships, portray the Bank's professional image and customer service. Following up with customers, returning phone calls, clearly explaining Bank products and services, completing reports and other paperwork, and reporting customer feedback to Management are key responsibilities of the position. Education & Experience: 1+ years of banking experience preferred. Exciting Offer: As part of our commitment to hiring top talent, we are offering a $2,000 sign-on bonus for candidates who are bilingual in Spanish . As an Equal Opportunity / Affirmative Action Employer, Rhinebeck Bank will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristics protected under applicable law. #J-18808-Ljbffr

Universal Banker

M&T Bank Corporation New York, NY

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company’s culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience. Strong interpersonal skills. Ability to interact with varying customers (consumer to small business). Ability to effectively handle difficult customer conversations. Well-organized. Proven prioritization skills. Ability to work under critical time constraints in a team environment. Proficiency with internet user-level technology. Education and Experience Preferred: Bilingual based on branch needs. Proven referral and/or sales ability. Physical Requirements: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Lafayette, New York, United States of America #J-18808-Ljbffr

Universal Banker

M&T Bank New York, NY

Overview: Specializes in our branch customer experience through sales, service, and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company’s culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience. Strong verbal communication skills. Strong interpersonal skills. Ability to interact with varying customers (consumer to small business). Ability to effectively handle difficult customer conversations. Well-organized. Proven time management skills. Proven prioritization skills. Ability to work under critical time constraints in a team environment. Proficiency with internet user-level technology. Education and Experience Preferred: Bilingual based on branch needs. Proven referral and/or sales ability. Physical Requirements: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location #J-18808-Ljbffr

Universal Banker

M&T Bank Corporation New York, NY

Specializes in our branch customer experience through sales, service, and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act), and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve, and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit, and critical thinking in support of the Company’s culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing, and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience. Strong interpersonal skills. Ability to interact with varying customers (consumer to small business). Ability to effectively handle difficult customer conversations. Well-organized. Proven prioritization skills. Ability to work under critical time constraints in a team environment. Proficiency with internet user-level technology. Education and Experience Preferred: Bilingual based on branch needs. Proven referral and/or sales ability. Physical Requirements: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. Location: Bear, Delaware, United States of America About Us: Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the diverse communities we serve . M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise, and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while continuing to support the growth and development of all our team members. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at [email protected] for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug-free workplace. #J-18808-Ljbffr

Universal Banker

Carver Federal Savings Bank New York, NY

Universal Banker Corporate Title: Universal Banker Department: Retail Reports to: Assistant Branch Manager Schedule: In-office Salary: $20 - $22/hour Posted salary ranges do not include incentive compensation or any other type of remuneration. Company Overview In 1948, Carver Federal Savings Bank was founded in New York City to serve African- and Caribbean-American communities that had been excluded from mainstream financial services. More than 65 years later, we remain dedicated to community development and financial inclusion. We are publicly traded and among the largest African-American-managed banks in the country. Based in Harlem, we primarily serve low- to moderate-income communities in the New York City metro area. We reinvest more than 80% of our deposit base back into the communities we serve. As we look to the future, Carver seeks to grow and become a premier financial institution, fueled by exceptional products, services, technology, and customer experience. That is where you come in. To help our bank reach the next level, we seek a talented, motivated, innovative, and proven compliance leader to join our executive team. Position Summary The Universal Banker responsibilities include acquiring new clients and cross selling community outreach/development. They are required to understand, enforce and be coached on the Bank’s sales process. They are also responsible for processing customer transactions as well as informing customers about a variety of Bank products and services. Universal Bankers must be able to interact with customers in a professional and knowledgeable manner. Essential Duties and Responsibilities: Acquire New Clients – Demonstrate growth by acquiring new customers through outbound calling, engaging customers, and following through on teller referrals. Cross sell additional products and services to existing customers. Customer Outreach/Development – Schedule appointments and perform on-site visits or perform outbound telephone calls to community members/businesses to discuss financial solutions; a minimum of two visits/calls with community organizations per week. Follow up with customers post-account opening at the following intervals: 10 days, 6 weeks, and three months. Fulfill customer service requests to ensure customer satisfaction and retention. Identify sales opportunities by turning a service issue into a sale (especially life event changes). Promote alternate channel delivery (Online Banking, Debit Card, ATM) making day-to-day banking more convenient for customers. Responsible to perform service behaviors as measured in the bank Customer Service Shopper Program, toward the achievement of maximum customer satisfaction and the highest branch ratings. Process customer transactions face-to-face, such as cashing checks and handling deposits, withdrawals, money orders, and cashier’s checks. Provide exceptional customer service in response to customer needs and requests. Adhere to all applicable laws, regulations, Bank policies and procedures, including the Bank Secrecy Act, Anti Money Laundering laws, Office of Foreign Asset Control requirements and other regulatory requirements. Additional Duties Open new financial relationships. Deepen existing financial relationships through cross-selling. Sales referrals to internal partners (e.g. Lending Group, Investment Group). Set appointments for account reviews. Outbound telephone calling. Background and Experience: High School diploma or equivalent. Minimum of two years in a sales position preferred. Ability to make sound judgments based on given information. Excellent communication and interpersonal skills. Prior experience working with the general public required. Prior experience in retail or cash handling roles. Computer Savvy. Must be customer-focused. Must be detail-oriented and able to work with numbers quickly and accurately. Basic Accounting knowledge is a plus. Adheres to sales processes and action plans. Listens to and acts upon instructions. Demonstrates accountability. Excellent verbal communication, interpersonal and problem-solving skills. Team oriented. Microsoft Excel and Word experience preferred. EEO Statement Carver Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or any other protected class. #J-18808-Ljbffr

Bilingual Universal Banker

M&T Bank New York, NY

Overview: Specializes in our branch customer experience through sales, service, and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act), and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve, and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit, and critical thinking in support of the Company’s culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing, and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience. Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an assessment. Strong verbal communication skills. Strong interpersonal skills. Ability to interact with varying customers (consumer to small business). Ability to effectively handle difficult customer conversations. Well-organized. Proven time management skills. Proven prioritization skills. Ability to work under critical time constraints in a team environment. Proficiency with internet user-level technology. Education and Experience Preferred: Proven referral and/or sales ability. Physical Requirements: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location #J-18808-Ljbffr

Immediate Start

Universal Banker - Long Island

Flushing Financial Corporation New York, NY

Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects. Major Duties and Responsibilities: 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. Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions. 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. Establish proficiency of the Bank’s systems needed to effectively service customers with the highest of service standards. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required. Perform operational responsibilities as designated by management. Other duties as assigned. Requirements Bachelor’s Degree in Business, Finance or related field, or comparable education and/or experience is required. A minimum of 2 years experience in a financial institution or comparable experience in a retail 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, procedures and the ability to interpret and understand laws and regulations. Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today’s financial world. Polished interpersonal communication and client service and sales skills. Ability to apply strong analytical skills in reviewing data received from business partners. Effective communication skills including oral and written skills. The ability to work with all levels of management and staff. A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers. Securities and Life & Health Licensing a plus, but not required. This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. #J-18808-Ljbffr

Best Match

Universal Banker - Nassau County

Flushing Financial Corporation New York, NY

Full-Time Universal Banker

Ridgewood Savings Bank New York, NY

Grand Avenue 74-25 Grand Avenue Elmhurst, NY 11373, USA Estimated starting salary is $831-$1011 per week. Skills & Education: High School Diploma or G.E.D. equivalent. Teller and Customer Service training/experience required. Generally equivalent to a year of combined experience. Above average verbal and written communications skills. Basic math skills. Knowledge of Bank products and services. Pursuit of certification in life insurance, lending, or business banking expected. Proficient with the use of a Personal Computer. Basic knowledge of Microsoft Office. Duties and Responsibilities Include: Promotes the sale of Bank products and services to customers through the bank’s defined sales process in order to maximize banking relationships. Adheres to and promotes the Bank’s Core Values. Responds to requests and proactively approaches customers and prospects regarding service, products, and account information and processing requests for various banking services. Processes the opening of accounts by collecting and verifying identification and information as required by the Customer Identification Program and Customer Due Diligence (CIP/CDD) in accordance with the Bank Secrecy Act (BSA). Ensures customer receives/understands their appropriate account disclosures. Processes transactions including the closing of accounts and executes changes following established procedures. Deters fraud by validating customer identification and signatures, checking validity of all documentation received from customers, examining and collecting all pertinent pedigree information, and examining checks for endorsements. Verifies appropriate hold codes and other information such as dates, bank names, and the legitimacy and/or negotiability of all items received. Processes ATM and Debit MasterCards for customers through core system, ensuring correct information for appropriate delivery methods and to mitigate risk. Performs clerical tasks assigned by Branch Management Team including filing, locating account records, scanning of work, and updating account information on the core system. Adheres to current shred procedures to be compliant with Regulation P. Analyzes and rectifies customer concerns through satisfactory verbal and written communications by following established procedures. Performs follow-up phone calls to customers to ensure exceptional level of service and all pending items are received. Acquires comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers. Verifies accuracy of monetary transaction by employing basic math skills and utilization of a calculator. Processes various customer transactions through effective use of the Bank’s core operating system and cash dispenser or cash recycler. Balances daily by counting cash, adding checks, listing transaction totals, and various ledger items. Additionally, identifies and corrects transaction errors when debits and credits do not balance. Ensures regulatory compliance by applying bank policies and procedures when processing transactions. Performs scanning of checks and ensures proper bank endorsement in order to receive accurate credit and settlement in accordance with Regulation CC. Sells currency back to the vault as necessary in order to mitigate risk and be compliant with set cash limit. Submits referrals to designated areas through appropriate channels. Assists with training of new teller trainees, by demonstrating and teaching appropriate transaction processing, observing and correcting the trainees as they perform transactions, and assisting them in preparing to open their own teller box. Qualifications Skills: Behaviors: Preferred: Enthusiastic: Shows intense and eager enjoyment and interest. Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well. #J-18808-Ljbffr

Universal Banker - Bell Blvd

Flushing Bank New York, NY

Job Title: Universal Banker Location: Bell Blvd Bayside, Queens, NY, USA Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects. Major Duties and Responsibilities: 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. Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions. 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. Establish proficiency of the Bank’s systems needed to effectively service customers with the highest of service standards. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required. Perform operational responsibilities as designated by management. Other duties as assigned. Requirements: Bachelor’s Degree in Business, Finance or related field, or comparable education and/or experience is required. A minimum of 2 years experience in a financial institution or comparable experience in a retail 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, procedures and the ability to interpret and understand laws and regulations. Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today’s financial world. Polished interpersonal communication and client service and sales skills. Ability to apply strong analytical skills in reviewing data received from business partners. Effective communication skills including oral and written skills. The ability to work with all levels of management and staff. A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers. Securities and Life & Health Licensing a plus, but not required. This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. EOE, including disability/veterans. Pay Type: Salary Apply Now #J-18808-Ljbffr

Universal Banker - Bell Blvd

IntouchCX New York, NY

Universal Banker - Jackson Heights

Flushing Financial Corporation New York, NY

Jackson Heights, Queens, NY, USA Req #551 Tuesday, January 7, 2025 Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects. Major Duties and Responsibilities: 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. Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions. 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. Establish proficiency of the Bank’s systems needed to effectively service customers with the highest of service standards. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required. Perform operational responsibilities as designated by management. Other duties as assigned. Requirements Bachelor’s Degree in Business, Finance or related field, or comparable education and/or experience is required. A minimum of 2 years experience in a financial institution or comparable experience in a retail 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, procedures and the ability to interpret and understand laws and regulations. Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today’s financial world. Polished interpersonal communication and client service and sales skills. Ability to apply strong analytical skills in reviewing data received from business partners. Effective communication skills including oral and written skills. The ability to work with all levels of management and staff. A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers. Securities and Life & Health Licensing a plus, but not required. This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. #J-18808-Ljbffr

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Overview: Specializes in our branch customer experience through sales, service, and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act), and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve, and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit, and critical thinking in support of the Company’s culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing, and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience. Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an assessment. Strong verbal communication skills. Strong interpersonal skills. Ability to interact with varying customers (consumer to small business). Ability to effectively handle difficult customer conversations. Well-organized. Proven time management skills. Proven prioritization skills. Ability to work under critical time constraints in a team environment. Proficiency with internet user-level technology. Education and Experience Preferred: Proven referral and/or sales ability. Physical Requirements: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location #J-18808-Ljbffr

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