Universal Banker - Bethpage

Bethpage, NY • Salary Range: $21.98/hr – $32.97/hr • Hiring immediately • $2,000 new hire sign-on bonus

About the role

The Universal Banker acts as a full-service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account-related transactions. The position is a hybrid role combining the responsibilities of a Customer Service Representative and Teller, delivering enhanced customer service while supporting branch leadership.

Responsibilities

• Provide exceptional customer service by engaging clients in a friendly and professional manner and resolving service-related issues timely and efficiently.
• Conduct business ethically and communicate the features of Apple Bank’s products, accounts, and services to current and prospective clients.
• Recognize opportunities to acquire new or additional banking relationships by understanding customer needs and offering suitable products and services; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
• Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
• Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions and safeguard assigned cash and negotiable instruments.
• Assist in the opening and closing of vault, safe, and ATM machine; ensure the customer area is kept orderly and properly supplied.
• Communicate all disclosures, rules, and regulations covering transactions and FDIC protection to customers upon the opening of new accounts.
• Ensure accurate new account record keeping practices and perform timely follow-up as needed.
• Adhere to regulatory, compliance, security, and audit policies/procedures, as well as the Bank’s code of conduct and operational controls.
• Protect the Bank against loss by ensuring all new account procedures including CIP and BSA requirements are adhered to.
• Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
• Build and maintain technical and professional knowledge by attending educational workshops.
• Perform additional duties as requested.

Skills, Education, & Experience

• High School Diploma or GED required.
• At least 1–2 years of retail banking experience in the combined role of Teller and Customer Service Representative.
• General understanding of banking operations (risk, compliance, fraud, loss, etc.) preferred.
• Prior experience fostering and developing strong customer relationships.
• Ability to develop and maintain a detailed knowledge of banking products and services.
• Willingness to be cross-trained in other branch functions.
• Excellent problem-solving skills with the ability to provide solutions to customer issues.
• Confident, professional, and positive demeanor; excellent interpersonal and communication (verbal and written) skills; strong phone skills.
• Strong organizational skills and attention to detail.
• Basic knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Sound judgment and discretion when handling confidential information.
• Weekend work and extended hours or filling in at neighboring branch locations may be required.
• Mandatory training may require occasional travel.

Benefits

• $2,000 sign-on bonus payable after completing 6 months of employment
• Excellent starting salary plus incentives
• Comprehensive employee benefits package including medical, dental, vision, pre-tax transit, health and life insurance, and disability insurance
• Paid vacation, sick time, and 11 company-paid holidays
• 401(k) with up to 4% match
• Up to $5,250 tuition reimbursement