Senior Personal Banker - Astoria (Full-Time)

Sales

• Maintain and exceed sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers
• Promote bank products, refer or resolve customer inquiries concerning accounts or other banking services
• Actively refer customers for commercial products or services to branch manager, market manager, or appropriate business partner
• Engage customers actively, commit to and dedicate to servicing and building customer relationships
• Advance the Bank's Corporate Sales Program through consultative need assessments of customers, developing new relationships, expanding existing ones, and managing and growing a book-of-business

Service

• Identify opportunities with customers and prospective customers through lobby management
• Aid customers and prospective customers with digital technologies and provide referrals to other lines of business
• Maintain cost efficiency to achieve branch goals; ensure quality of customer service and adherence to sales and brand standards
• Execute expectations for a positive customer service experience

Operations

• Ensure operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations
• Leverage lobby management as a tool for controlling and mitigating risk
• Establish customer identity according to guidelines and adhere to all other compliance procedures
• Assist branch management with branch operations as needed
• Open, close, and supervise the servicing of the branch in the absence of branch management
• Assist Personal Bankers with more complex and escalated customer questions and inquiries, including providing supervisor overrides when needed
• Perform transactions including but not limited to: check cashing, withdrawals, deposits, and loan payments
• Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
• Assist in training other branch employees
• Support the contact center during high call volumes
• Handle customer inquiries by telephone
• Provide access to safe deposit boxes