Personal Banker Supervisor, Great Neck

About the role

The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.

Responsibilities

• Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
• Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
• Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
• Multitasking skills to quickly shift from transaction to transaction.
• Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
• Arithmetic skills to count money accurately.
• Computer literacy to access account information and process transactions.
• Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
• Maintain a professional appearance and conduct yourself in a professional manner at all times.
• Maintain the highest level of professional integrity and ethics.

Requirements

• High school diploma/GED required.
• College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
• Leadership, supervision, or mentorship experiences required.
• Ability to travel as needed to training.

Qualifications

• Additional background checks as required by the Office of the Comptroller of the Currency.