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Universal Banker

Location: Teaneck
Posted on: September 23, 2022

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.


Keywords: BOGOTA SAVINGS BANK, Paterson , Universal Banker, Other , Teaneck, New Jersey

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