Working at Ulster Savings Bank
At Ulster Savings Bank, you'll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you'll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.
Ulster Savings Bank is officially Certified by Great Place To Work
Click here to learn about our benefit package.
Qualifications
Are you looking for a rewarding career with growth potential?
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time PersonalBanker position. Much like a Teller, PersonalBankers are responsible for performing routine branch and customer service duties while referring new or existing customers to appropriate departments for any services Ulster Savings Bank or its subsidiaries offer, and maintaining a safe work environment by adhering to the advanced security protocols Ulster Savings Bank has in place. Candidates must possess excellent verbal and written communication skills, the ability to listen, understand, and respond to requests in a timely manner, and be able to perform all essential duties and clerical functions.
Position Hours
Monday through Thursday -7:45pm - 4:45pm; 8:30am to 5:15pm
Friday - 7:45pm - 4:45pm; 8:45am to 5:45pm; 9:15am to 6:15pm
Saturday - 8:45am to 2:15pm (2 - 4 per month)
Essential Duties and Responsibilities
Verify the customer standing in front of you to process retail and commercial checking and savings account deposits and withdrawals.
Assist in performing all safe deposit box duties.
Redeem savings bonds for existing and non-existing customers.
Issue debit cards and gift cards to customers who request them.
Open all types of new personal and commercial accounts (ex: checking, savings, safe deposit box, IRA).
Marketing products:
Discuss traditional and non-traditional bank products with new and existing customers.
Continuously refer customers to other Ulster Savings Bank departments and subsidiaries.
Stay up to date with all products offered by the Bank and its subsidiaries and the purpose of each product.
Perform all Certificate of Deposit redemptions, pay-outs, transfers, and renewals.
Count all currency and coin accurately to balance your cash box daily.
Clearly verify signatures and amounts on negotiable instruments and various bank forms including but not limited to:
checks, deposit and withdrawal slips, signature cards, payments, etc.
Write various tickets, proof sheets, and receipts for auditing purposes.
Assist customers with questions and problems.
Travel to other branches as needed.
Any other duties management may assign.
Qualifications
Cash handling experience preferred.
Excellent verbal and written communication skills.
Excellent customer service and technical skills.
Ulster Savings Bank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.
$36k-44k yearly est. 3d ago
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Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Personal banker job in Wappingers Falls, NY
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 4d ago
Senior Financial Services Specialist
Marshall and Sterling Inc. 4.6
Personal banker job in Poughkeepsie, NY
Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.
Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.
At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
This role is based in our Poughkeepsie Office.
Join our Finance team and provide administrative and financial support across the organization. You'll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success.
Manage daily accounting and financial processes (payments, deposits, reconciliations)
Record and track commissions
Prepare and distribute financial reports
Handle billing and invoicing, including resolving errors and coordinating collections.
Support month-end and year-end processes (reconciliations, accruals, reporting)
Assist with audits and compliance requirements
Maintain accurate financial records and documentation
Provide support to colleagues and contribute to projects as needed
Build and maintain positive working relationships across the team
Requirements: College degree preferred, high school diploma or equivalent required.
Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes.
Proficiency in Microsoft Office; experience with Vertafore is a plus.
Strong interpersonal skills with the ability to work effectively with colleagues.
Excellent verbal and written communication skills.
Highly organized with strong attention to detail.
Total Rewards Package:
Compensation : $57,500-$62,500, based experience and education.
Benefits : Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
Employee Stock Ownership Program
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
For more information on our culture and benefits, please visit us at : Careers -Marshall+Sterling
MS24
Compensation details: 0 Hourly Wage
PI3899b71800d8-4680
$57.5k-62.5k yearly 2d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Personal banker job in Glen Rock, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$77k-138k yearly est. Easy Apply 60d+ ago
Banker
Quality Talent Group
Personal banker job in Woodbury, NY
Job Description
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$50k-119k yearly est. Auto-Apply 10d ago
Main Banker
Resorts World NYC 3.7
Personal banker job in Newburgh, NY
Essential Duties/Core Competencies:
Ensure proper money-handling procedures.
Ensure compliance with all department and company policies, procedures and internal controls and government regulations.
Safeguard company assets and prepares all necessary paperwork.
Prepare deposits to the bank.
Maintain the main bank, reimbursing cashiers and receiving soft count funds from the count room and revenue drop from other departments.
Monitor and manage inventory level and balance the ATM/TRV kiosk and other self-service kiosk on the gaming floor.
Function as cashier if needed.
Demonstrate and provide outstanding customer service and employee relations at all times.
Present oneself in a neat and clean appearance at all times.
Perform other duties as assigned.
Work/Educational Experience:
Must be at least 18 years old, possess a high school or equivalent diploma and have the ability to obtain the appropriate license pursuant to the New York State Lottery regulations.
Two (2) years' related cashier work experience in a casino environment.
Essential Requirements
To perform this job successfully, an individual must be able to perform each job responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical and Mental Demands:
The physical demands described here are representative of those that must be met by the Team Member to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and hear. The employee is also regularly required to stand, walk, sit, and use hands to finger, handle, or feel objects, tools or controls. The employee is occasionally required to reach with hands and arms, and to sit, climb or balance, and stoop, stretch, bend, kneel, crouch, or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Essential responsibilities include moderate physical ability such as lift or maneuver at least twenty-five (25) pounds, and varied instances of standing/walking.
Language Skills:
Ability to read, analyze, and interpret documents, such as policy and procedure manuals, maintenance instructions, and other related documents. Ability to respond to common inquiries from other employees or guests. Fluency in English required, second language a plus. Ability to write detailed instructions and correspondence. Ability to effectively present information in one-on-one and group situations.
Mathematical Skills & Reasoning Ability:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimal, and work with mathematical such as probability and inference. Ability to create, read and analyze spread sheets of statistical data. Ability to decipher various reports and maintains reports upon request.
Work Environment
The work environment characteristics described here are representative of those that exists while employees are performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is typically moderate. When on the property or some back of house areas, the noise level increases to loud. Must be able to interact with internal and external guests in a professional manner.
Due to the unpredictable nature of the hospitality/entertainment industry, employees must be able to work varying schedules to reflect the business needs of the property.
The Company is committed to achieving full equal opportunity without discrimination based on race, religion, color, sex, national origin, politics, marital status, physical disability, age or sexual orientation or any other status protected by law. We welcome the strength of diversity in our workforce.
NOTE: This Job Description: is not intended to be all-inclusive. Team members may perform other related duties as required to meet the ongoing needs of the organization.
$34k-46k yearly est. 60d+ ago
Universal Banker II
Kearny Bank 4.4
Personal banker job in Garfield, NJ
Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
Responsibilities
The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present.
Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed.
Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners.
Support the implementation of the Kearny Bank Client Experience.
Deliver strategic insights to improve the client experience.
Lead, motivate, reward and develop the branch team.
Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner.
Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve.
Coach the sales process and each team member. Hold team accountable for sales objectives
Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees.
Serves as a role model for branch team, provides guidance on appearance and dress, as needed.
Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results.
Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards.
In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
Perform other duties as may be assigned.
Qualifications
Associate's degree or comparable professional training is required.
Minimum 2 to 4 years Retail Banking experience.
Ability to meet/exceed client experience needs, identify client/project needs.
Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services.
Ability to model Relationship Building Techniques and effectively cross-sell.
Ability to resolve client questions and/or complaints.
Ability to manage staff and resolve conflict.
Strong team player.
Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
Ability to answer questions effectively, build client relationships and build internal and external networks.
Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
Working knowledge of Microsoft Excel, Word, Access and Outlook.
Ability to interact effectively and tactfully with all levels of the Bank.
Ability to read, write and speak clearly.
Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY
Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
COMPENSATION
$21.63-$31.25/hr
$21.6-31.3 hourly Auto-Apply 60d+ ago
Banker
Blue Foundry Bank
Personal banker job in Hillsdale, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
BANKER
Department: Direct to Consumer Banking
Reports to: Branch Relationship Manager
Position Summary:
The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships.
Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
Primary Responsibilities:
Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
Participates in branch activities and events planned by Branch Management.
Focus on achieving individual and team goals.
Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities.
Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
Competently and confidently teaches and demonstrates self-service options to customers.
Additional Responsibilities
Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
Promotes the security and safety of all employees and customers by complying with the Security Program.
Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
Participates in business development efforts as assigned.
Assists in other areas of the bank/branch as required.
Job Requirements :
High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR ;
College degree, with a minimum of one year of banking, retail, or equivalent experience.
Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
Cash handling experience preferred.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
$39k-88k yearly est. Auto-Apply 11d ago
Universal Banker / Floater
Orange Bank & Trust Company 3.5
Personal banker job in Middletown, NY
Title: Business Banker Floater
Department: Branch Operations
FLSA Status: Non-Exempt
Reports to: Branch Manager, Assistant Branch Manager, Business Banker Supervisor
The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit. The Business Banker Floater is responsible for floating to all of our locations as needed, primarily in Westchester and the Bronx, but occasionally Orange County as well.
Essential Duties and Job Responsibilities:
Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
Perform regular daily, weekly and monthly customer service duties.
Maintain a cash drawer to process client transactions.
Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.
To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
Assist management with business phone calls and client outreach as necessary to achieve budget goals.
Prepare for audits.
Alternate opening and closing branch with management.
Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.
Assisting with any training or mentoring of the business banking staff as required.
Travel to all branches, as required, within the assigned area. Travel to locations outside of your area may be required from time to time. (Orange County, Rockland County, Westchester County, Bronx)
Perform all other duties assigned by management.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: High School Diploma or GED
Preferred: Associates Degree
Experience:
Required: Must have a minimum of 1 year experience working in a branch as a Teller / Universal Banker. Cash Handling Experience and 1 Year Customer Service Experience
Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
KNOWLEDGE, SKILLS, ABILITIES:
Required: Needs the ability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the ability to work with minimal supervision. This position has a high level of confidentiality. This position has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments
Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
WORK ENVIRONMENT:
Position is performed in a branch setting with some external business conduct.
Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee's knowledge, skill and ability as well as his/her mental and physical abilities.
$30k-36k yearly est. Auto-Apply 60d+ ago
Universal Banker (Kingston Branch)
Rhinebeck Bank 3.8
Personal banker job in Newburgh, NY
Are you talented, motivated, and ready to take on more than just a job? At Rhinebeck Bank, we don t just offer careers we provide opportunities for growth! We re seeking a Universal Banker to become an integral part of our team, with excellent benefits, and a supportive environment to welcome you aboard.
We offer competitive pay, a comprehensive benefits package, and a clear pathway for professional development through mentorship and coaching. If you are looking for a dynamic role that allows you to make a difference in your community while growing your career, we want to hear from you!
Position Overview
As a Universal Banker, you will be responsible for delivering exceptional customer service by performing various tasks, from processing teller transactions to handling service and sales requests. You will play a vital role in bridging both teller and platform services, ensuring that customers' needs are met efficiently. Your role will require you to understand their banking needs and recommend solutions to help them achieve their financial goals.
Key Responsibilities
Customer Transactions: Process a variety of banking transactions for customers, ensuring accuracy and timeliness.
Sales and Service: Make outbound calls to generate sales, open accounts, and recommend the best products and services based on customer needs.
Referral Duties: Direct customers to the appropriate departments or subsidiaries for additional services.
Customer Relationship Management: Build and maintain strong relationships by providing timely follow-ups, answering questions, and resolving concerns. Ensure customers are satisfied with their experience at Rhinebeck Bank.
Operational Support: Perform bank operations tasks, complete reports, and manage administrative paperwork in line with bank procedures.
What We Offer
Competitive Pay: $19.23 - $24.00 per hour based on experience.
Benefits Package: Includes 20 days of paid time off, a generous 401(k) match, and Rhinebeck Bank stock.
Training & Development: Comprehensive 5-week training program, combining hands-on, classroom, and webinar learning to ensure you succeed.
Mentor Program: Support from experienced staff to help you grow your career.
Volunteerism: Paid volunteer hours to give back to the community.
Requirements
Experience: 1+ years of banking experience preferred, but we are open to candidates with a passion for learning.
Skills: Strong interpersonal skills, a customer-first mindset, and a willingness to learn and grow.
Why Rhinebeck Bank?
Since 1860, Rhinebeck Bank has been a cornerstone of the Hudson Valley community. We pride ourselves on being personally involved in our business, our customers financial success, and our local charitable organizations. Our dedicated team is committed to delivering the best customer service and fostering strong community connections. Join us and become a part of something that truly makes a difference.
Equal Opportunity Employer
Rhinebeck Bank is an Equal Opportunity / Affirmative Action Employer. We do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristic protected by applicable law.
$19.2-24 hourly 7d ago
Universal Banker I - Full Time - Paterson, NJ
Columbiabanknj
Personal banker job in Paterson, NJ
Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch.
Job Responsibilities:
Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank's on-line terminals;
Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;
Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank's products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;
Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;
Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;
Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;
Performs other job related duties as assigned.
Job Requirements:
High school diploma required or a Bachelor's degree in Accounting, Business, or Finance is preferred;
1-2 years of retail or customer service experience required;
Interpersonal, time management, organizational and PC skills a must;
Excellent verbal and written communication skills required;
Ability to work weekends as needed or scheduled;
Ability to lift up to 20 lbs.;
Candidates must attend mandatory training, continued employment is contingent upon passing training classes.
Desired Skills:
Independent and highly motivated self-starter;
Results oriented with proven track record to motivate self and others to accomplish objectives;
Dedicated, enthusiastic, and driven; possesses a strong work ethic;
A collaborator and team player, translating knowledge and experience into strong and productive relationships;
Ability to deliver a seamless experience to the customer.
Orientation, Onboarding & Training:
We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability.
Columbia Bank offers the following benefits:
Medical, Dental, Vision and Rx which are contributory.
Bonus programs.
Employee Stock Option Program (ESOP).
Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D).
Paid Time Off (PTO) which includes Personal and Vacation Time.
Paid Sick Time.
Bank Holidays.
Employees may participate in the 401k program.
Schedule:
Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs.
Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
$30k-43k yearly est. Auto-Apply 31d ago
Universal Banker - Emerson
Unity Bank 4.3
Personal banker job in Emerson, NJ
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 17d ago
Personal Banker - New Paltz/Gardiner, NY
Ulster Savings Bank 3.9
Personal banker job in New Paltz, NY
Working at Ulster Savings Bank
At Ulster Savings Bank, you'll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you'll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.
Ulster Savings Bank is officially Certified by Great Place To Work
Click here to learn about our benefit package.
Qualifications
Are you looking for a rewarding career with growth potential?
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time PersonalBanker position. Much like a Teller, PersonalBankers are responsible for performing routine branch and customer service duties while referring new or existing customers to appropriate departments for any services Ulster Savings Bank or its subsidiaries offer, and maintaining a safe work environment by adhering to the advanced security protocols Ulster Savings Bank has in place. Candidates must possess excellent verbal and written communication skills, the ability to listen, understand, and respond to requests in a timely manner, and be able to perform all essential duties and clerical functions.
Position Hours
Monday through Thursday - 8:15am to 5:15pm; 7:45am - 4:45pm
Friday - 7:30am - 4:30pm; 8:15am to 5:15pm; 9:15am to 6:15pm
Saturday - 8:45am to 2:15pm (2 - 4 per month)
Essential Duties and Responsibilities
Verify the customer standing in front of you to process retail and commercial checking and savings account deposits and withdrawals.
Assist in performing all safe deposit box duties.
Redeem savings bonds for existing and non-existing customers.
Issue debit cards and gift cards to customers who request them.
Open all types of new personal and commercial accounts (ex: checking, savings, safe deposit box, IRA).
Marketing products:
Discuss traditional and non-traditional bank products with new and existing customers.
Continuously refer customers to other Ulster Savings Bank departments and subsidiaries.
Stay up to date with all products offered by the Bank and its subsidiaries and the purpose of each product.
Perform all Certificate of Deposit redemptions, pay-outs, transfers, and renewals.
Count all currency and coin accurately to balance your cash box daily.
Clearly verify signatures and amounts on negotiable instruments and various bank forms including but not limited to:
checks, deposit and withdrawal slips, signature cards, payments, etc.
Write various tickets, proof sheets, and receipts for auditing purposes.
Assist customers with questions and problems.
Travel to other branches as needed.
Any other duties management may assign.
Qualifications
Cash handling experience preferred.
Excellent verbal and written communication skills.
Excellent customer service and technical skills.
Ulster Savings Bank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.
$36k-44k yearly est. 3d ago
Universal Banker II
Kearny Bank 4.4
Personal banker job in Wayne, NJ
Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
Responsibilities
The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present.
Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed.
Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners.
Support the implementation of the Kearny Bank Client Experience.
Deliver strategic insights to improve the client experience.
Lead, motivate, reward and develop the branch team.
Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner.
Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve.
Coach the sales process and each team member. Hold team accountable for sales objectives
Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees.
Serves as a role model for branch team, provides guidance on appearance and dress, as needed.
Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results.
Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards.
In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
Perform other duties as may be assigned.
Qualifications
Associate's degree or comparable professional training is required.
Minimum 2 to 4 years Retail Banking experience.
Ability to meet/exceed client experience needs, identify client/project needs.
Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services.
Ability to model Relationship Building Techniques and effectively cross-sell.
Ability to resolve client questions and/or complaints.
Ability to manage staff and resolve conflict.
Strong team player.
Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
Ability to answer questions effectively, build client relationships and build internal and external networks.
Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
Working knowledge of Microsoft Excel, Word, Access and Outlook.
Ability to interact effectively and tactfully with all levels of the Bank.
Ability to read, write and speak clearly.
Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY
Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
COMPENSATION
$21.63-$31.25/hr
$21.6-31.3 hourly Auto-Apply 4d ago
Banker
Blue Foundry Bank
Personal banker job in Hillsdale, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
BANKER
Department: Direct to Consumer Banking
Reports to: Branch Relationship Manager
Position Summary:
The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships.
Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
Primary Responsibilities:
Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
Participates in branch activities and events planned by Branch Management.
Focus on achieving individual and team goals.
Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities.
Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
Competently and confidently teaches and demonstrates self-service options to customers.
Additional Responsibilities
Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
Promotes the security and safety of all employees and customers by complying with the Security Program.
Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
Participates in business development efforts as assigned.
Assists in other areas of the bank/branch as required.
Job Requirements:
High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR;
College degree, with a minimum of one year of banking, retail, or equivalent experience.
Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
Cash handling experience preferred.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
$39k-88k yearly est. Auto-Apply 9d ago
Universal Banker / Floater
Orange Bank & Trust Company 3.5
Personal banker job in Middletown, NY
Title: Business Banker Floater
Department: Branch Operations
FLSA Status: Non-Exempt
Reports to: Branch Manager, Assistant Branch Manager, Business Banker Supervisor
The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit. The Business Banker Floater is responsible for floating to all of our locations as needed, primarily in Westchester and the Bronx, but occasionally Orange County as well.
Essential Duties and Job Responsibilities:
Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
Perform regular daily, weekly and monthly customer service duties.
Maintain a cash drawer to process client transactions.
Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.
To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
Assist management with business phone calls and client outreach as necessary to achieve budget goals.
Prepare for audits.
Alternate opening and closing branch with management.
Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.
Assisting with any training or mentoring of the business banking staff as required.
Travel to all branches, as required, within the assigned area.
Travel to locations outside of your area may be required from time to time. (Orange County, Rockland County, Westchester County, Bronx)
Perform all other duties assigned by management.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: High School Diploma or GED
Preferred: Associates Degree
Experience:
Required: Must have a minimum of 1 year experience working in a branch as a Teller / Universal Banker. Cash Handling Experience and 1 Year Customer Service Experience
Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
KNOWLEDGE, SKILLS, ABILITIES:
Required: Needs the ability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the ability to work with minimal supervision. This position has a high level of confidentiality. This position has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments
Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
WORK ENVIRONMENT:
Position is performed in a branch setting with some external business conduct.
Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee's knowledge, skill and ability as well as his/her mental and physical abilities.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Denville,NJ $25.00 - $32.69 / hour
$25-32.7 hourly 7d ago
Universal Banker (Newburgh Branch)
Rhinebeck Bank 3.8
Personal banker job in Newburgh, NY
Join Our Team! Now Offering a $2,000 Sign-On Bonus! Are you talented, motivated, and ready to take on more than just a job? At Rhinebeck Bank, we don t just offer careers we provide opportunities for growth! We re seeking a Universal Banker to become an integral part of our team, with excellent benefits, a supportive environment, and a $2,000 sign-on bonus to welcome you aboard.
We offer competitive pay, a comprehensive benefits package, and a clear pathway for professional development through mentorship and coaching. If you are looking for a dynamic role that allows you to make a difference in your community while growing your career, we want to hear from you!
Position Overview
As a Universal Banker, you will be responsible for delivering exceptional customer service by performing various tasks, from processing teller transactions to handling service and sales requests. You will play a vital role in bridging both teller and platform services, ensuring that customers' needs are met efficiently. Your role will require you to understand their banking needs and recommend solutions to help them achieve their financial goals.
Key Responsibilities
Customer Transactions: Process a variety of banking transactions for customers, ensuring accuracy and timeliness.
Sales and Service: Make outbound calls to generate sales, open accounts, and recommend the best products and services based on customer needs.
Referral Duties: Direct customers to the appropriate departments or subsidiaries for additional services.
Customer Relationship Management: Build and maintain strong relationships by providing timely follow-ups, answering questions, and resolving concerns. Ensure customers are satisfied with their experience at Rhinebeck Bank.
Operational Support: Perform bank operations tasks, complete reports, and manage administrative paperwork in line with bank procedures.
What We Offer
$2,000 Sign-On Bonus
Competitive Pay: $19.23 - $24.00 per hour based on experience.
Benefits Package: Includes 20 days of paid time off, a generous 401(k) match, and Rhinebeck Bank stock.
Training & Development: Comprehensive 5-week training program, combining hands-on, classroom, and webinar learning to ensure you succeed.
Mentor Program: Support from experienced staff to help you grow your career.
Volunteerism: Paid volunteer hours to give back to the community.
Requirements
Experience: 1+ years of banking experience preferred, but we are open to candidates with a passion for learning.
Skills: Strong interpersonal skills, a customer-first mindset, and a willingness to learn and grow.
Why Rhinebeck Bank?
Since 1860, Rhinebeck Bank has been a cornerstone of the Hudson Valley community. We pride ourselves on being personally involved in our business, our customers financial success, and our local charitable organizations. Our dedicated team is committed to delivering the best customer service and fostering strong community connections. Join us and become a part of something that truly makes a difference.
Equal Opportunity Employer
Rhinebeck Bank is an Equal Opportunity / Affirmative Action Employer. We do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristic protected by applicable law.
$19.2-24 hourly 42d ago
Universal Banker I - Part Time - Montville, NJ
Columbiabanknj
Personal banker job in Montville, NJ
Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch.
Job Responsibilities:
Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank's on-line terminals;
Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;
Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank's products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;
Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;
Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;
Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;
Performs other job related duties as assigned.
Job Requirements:
High school diploma required or a Bachelor's degree in Accounting, Business, or Finance is preferred;
1-2 years of retail or customer service experience required;
Knowledge of financial products preferred;
Interpersonal, time management, organizational and PC skills a must;
Excellent verbal and written communication skills required;
Ability to work weekends as needed or scheduled;
Ability to lift up to 20 lbs.;
Candidates must attend mandatory training, continued employment is contingent upon passing training classes;
Bilingual in Spanish preferred.
Desired Skills:
Independent and highly motivated self-starter;
Results oriented with proven track record to motivate self and others to accomplish objectives;
Dedicated, enthusiastic, and driven; possesses a strong work ethic;
A collaborator and team player, translating knowledge and experience into strong and productive relationships;
Ability to deliver a seamless experience to the customer.
Orientation, Onboarding & Training:
We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability.
Columbia Bank offers the following benefits:
Paid Time Off (PTO) which includes Personal and Vacation Time.
Paid Sick Time.
Employee Stock Option Program (ESOP).
Employees may participate in the 401k program.
Schedule :
Monday, Thursday, Friday: 12:00pm-5:00pm and alternating Saturdays: 8:45am-1:00pm
Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
How much does a personal banker earn in Goshen, NY?
The average personal banker in Goshen, NY earns between $35,000 and $76,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Goshen, NY
$52,000
What are the biggest employers of Personal Bankers in Goshen, NY?
The biggest employers of Personal Bankers in Goshen, NY are: