Universal Banker
Flushing Bank

Garden City, New York

Posted in Banking


This job has expired.

Job Info


General Statement of Duties: The Universal Banker is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs your top priority. The Universal Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Universal Banker will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs. You will be part of a team of professional individuals with a shared focus on delivering a world class customer service experience.

Supervision Received: Reports to Branch Manager

Supervision Exercised: N/A

Major Duties and Responsibilities:

  • Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
  • Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
  • Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
  • Fulfill customer financial needs, both immediate and longer term, by utilizing needs based selling to offer appropriate solutions and referring to business partners when necessary. Identify clients with higher levels of investable assets and offer our Premier checking as the best in class banking package and introduce to Premier Banker for portfolio management.
  • Encourage automated transaction handling to customers by "hip to hip" demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance.
  • Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do.
  • Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
  • If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
  • Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
  • Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures.
  • Perform operational responsibilities as designated by management.
  • Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
  • Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.

Non-Essential Responsibilities:

Perform other related functions as required by manager.

Significant Contacts/Interactions:

Internal: Branch Staff, Area Managers, Senior Managers

External: Customers and Vendors

Minimum Qualifications:
  • Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
  • A minimum of 3 years of experience in a financial institution or comparable experience in a selling environment.
  • The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
  • Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.
  • Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world.

Knowledge, Skills and Abilities:
  • Strong interpersonal skills and ability to communicate effectively leading to strong client service and sales skills.
  • A track record of working effectively in a team environment and building relationships with colleagues.
  • Ability to apply strong analytical skills in reviewing data received from business partners.
  • Ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions.
  • Effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff.
  • Travel to branches and departments within the five boroughs, Nassau and Suffolk counties, as well as to local companies to deliver BAW on sites
  • A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers.

EOE, including Disabled & Veterans

Other details
  • Pay Type Salary
Apply Now

initStaticMap(true); {"@context":"https://schema.org/","@type":"JobPosting","title":"Universal Banker","datePosted":"2022-05-23T00:00:00","validThrough":null,"description":"General Statement of Duties: The Universal Banker is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs your top priority. The Universal Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Universal Banker will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs. You will be part of a team of professional individuals with a shared focus on delivering a world class customer service experience. Supervision Received: Reports to Branch Manager Supervision Exercised: N/A Major Duties and Responsibilities: Meet or exceed all financial objectives pertaining to individual goals and branch team goals.Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.Fulfill customer financial needs, both immediate and longer term, by utilizing needs based selling to offer appropriate solutions and referring to business partners when necessary. Identify clients with higher levels of investable assets and offer our Premier checking as the best in class banking package and introduce to Premier Banker for portfolio management.Encourage automated transaction handling to customers by "hip to hip" demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance.Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do.Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures.Perform operational responsibilities as designated by management.Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required. Non-Essential Responsibilities: Perform other related functions as required by manager. Significant Contacts/Interactions: Internal: Branch Staff, Area Managers, Senior Managers External: Customers and VendorsMinimum Qualifications: Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required. A minimum of 3 years of experience in a financial institution or comparable experience in a selling environment. The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals. Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world. Knowledge, Skills and Abilities: Strong interpersonal skills and ability to communicate effectively leading to strong client service and sales skills. A track record of working effectively in a team environment and building relationships with colleagues. Ability to apply strong analytical skills in reviewing data received from business partners. Ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. Travel to branches and departments within the five boroughs, Nassau and Suffolk counties, as well as to local companies to deliver BAW on sites A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers. EOE, including Disabled & Veterans","employmentType":null,"hiringOrganization":{"@type":"Organization","name":"Flushing Bank","logo":null},"jobLocation":[{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"","addressLocality":"Uniondale","addressRegion":"New York","postalCode":null,"addressCountry":"US"}},{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"","addressLocality":"Garden City","addressRegion":"New York","postalCode":null,"addressCountry":"US"}}],"jobLocationType":null,"baseSalary":{"@type":"MonetaryAmount","value":{"@type":"QuantitativeValue","value":null,"minValue":null,"maxValue":null,"unitText":"YEAR"}}}
  • Garden City, NY, USA
  • Uniondale, NY, USA


This job has expired.

More Banking jobs


Wsfs Financial
Philadelphia, Pennsylvania
Posted about 4 hours ago

Wsfs Financial
Wayne, Pennsylvania
Posted about 4 hours ago

Wsfs Financial
Wilmington, Delaware
Posted about 4 hours ago

Improve Job Search

Subscribe to job alerts and add your resume to our resume database for employers!


Sign up now