Universal Banker- Hanover Square
About the role
The Universal Banker (UB) 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 UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.
Responsibilities
- Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.
- Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
- Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services