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Retail Banking Representative

Retail Banking Representative

USA JobsNew York, NY, US
2 days ago
Job type
  • Full-time
Job description

Retail Banking Representative

Amalgamated Bank is seeking a Retail Banking Representative to be responsible for providing a high quality of customer service in a broad variety of activities. This position will be called on to work in both the Teller and Customer Service areas, according to needs. This position is responsible for presenting full array of Amalgamated Bank's products to existing and potential customers at the Branch and at off-site events. The role will also support branch management in achievement of branch performance metrics and reports to our Union Square location.

By joining our team, you'll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.

Essential Job Functions :

Customer Service Duties :

Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank's CIP and customer service policies

Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses

Perform all functions to open and maintain new and existing accounts

Actively promote the Bank and its products and services. This will include setting up a table outside the branch and handing out information when necessary

Participate in off-site sales calls, branch networking, community and CRA activities

Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments

Maintain correspondence with customers and back office by following-up to ensure resolution

Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies

Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs

Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts

Approve checks (up to authorized limit) using knowledge of account history and account information on file

Perform various administrative duties as directed by Branch Manager

Responsibilities behind Teller Line :

Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc

Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR's with complex work-related matters (i.e. check cashing)

Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner

Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts

Approve checks (up to authorized limit) using knowledge of account history and account information on file

General Responsibilities :

Assist Officers in performing various Branch functions and Branch reports, as requested

Render priority services to customers in need of special handling

Perform various related clerical duties as directed

Knowledge and use of the Bank's Redi system to keep current with updates to policy and procedures

Knowledge, Skills, and Experience Requirements :

High School Diploma or equivalent

Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience

Strong interpersonal and communication skills to build rapport with prospective and existing customers

Must be flexible to work and / or transfer throughout the network, on an as needed basis

Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems

Our job titles may span more than one career level. The starting base salary for this role is between $25 per hour - $27 per hour. The actual base pay is dependent upon many factors, such as : training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans.

Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

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Retail Representative • New York, NY, US

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