Universal Banker
Company: BOGOTA SAVINGS BANK
Location: Teaneck
Posted on: June 24, 2022
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Job Description:
Summary
The incumbent under general supervision, but in compliance with
established policies and procedures is responsible for providing
exemplary customer service, and assisting in the overall operation
of the branch. The Universal Banker will assist the CSRs and the
Assistant and Branch Managers with all facets of the Platform
functions as well as assisting with the coordination of all sales,
business development and service related actions.
Essential Duties and Responsibilities include the following. Other
duties may be assigned.
-- Assumes responsibilities for daily branch operations within
stated policies and procedures in the absence of both, the Branch
Manager and/or the Assistant Branch Manager and Customer Service
Representatives.
-- Responsible for Branch Service Quality and efficiency:
-- Demonstrating exemplary customer service on a consistent basis
when dealing with the public
-- Maintaining a professional attitude at all times
-- Maintains and enhances product knowledge on an ongoing basis to
assist the public with all financial needs
-- Makes recommendations to improve workflow, as needed.
-- Resolve all customer/account related issues in an efficient and
professional manner.
-- Protects the confidentiality of the customer
-- Properly identifies all new/existing customers
-- Open all account products, including checking, savings, CDs and
IRAs.
-- Perform transactional services, including stop payments,
deposits withdrawals, and other related transactions, ensuring the
proper completion of each.
-- Responsible for Business development:
-- Strives to attain Sales through active cross-selling of
additional products and services
-- Probes for leads and further business when dealing with all
customers
-- Assist Branch Manager with business development efforts to reach
local business and community-based not for profits, to promote
Bogota's community mindedness and enhance deposit growth
-- Prepare and monitor daily reports, assist in operating within
budgetary means and appropriately approve transactions requiring an
override.
-- Comply and execute the Bank's BSA program, including Customer
Identification program (CIP), ChexSystems and OFAC processing,
observation of customer activity and completion of currency
transactions reports as needed.
-- Assist Branch Manager to develop and maintain a competitive
focus within the branch, by encouraging staff to promote our bank's
product line through cross-selling bank products
-- Follow and oversee that all branch security and control
procedures are being applied appropriately and effectively
-- Attend all required training classes and meetings
-- Responsible for community involvement and local public relations
activity (CRA), as required
Supervisory Responsibilities
Directly supervises three employees in the Tellers. Carries out
supervisory responsibilities in accordance with the organization's
policies and applicable laws. Responsibilities include training
employees; planning, assigning, and directing work; appraising
performance; rewarding and disciplining employees; addressing
complaints and resolving problems.
PI183009998
Keywords: BOGOTA SAVINGS BANK, Paterson , Universal Banker, Other , Teaneck, New Jersey
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