NB- Universal Banker Trainee
Listed on 2025-12-27
-
Customer Service/HelpDesk
Bank Customer Service, Bilingual -
Finance & Banking
Bank Customer Service
Location: New York
Universal Banker Trainee – NB1575
Employer: Northfield Bank
Location: Brooklyn, NY
Branch: Gravesend
Status: Full Time
Salary Pay Range: $17.00 – $24.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
Job SummaryProvide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product‑related recommendations through cross‑selling and referring bank products and services.
Responsibilities- Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
- Utilize sales techniques to consistently cross‑sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in‑person interactions and by making outbound phone calls.
- Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
- Build long‑term relationships with customers to help manage, maintain and grow the client Book of Business for the branch
- Accept and accurately process all financial service transactions within bank policies, procedures and regulations
- Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
- Perform transactional services that are efficient and error‑free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
- When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
- Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
- Contribute to branch goals by accomplishing assigned sales targets
- Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
- Maintain a working knowledge of all bank products and services
- Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
- Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
- Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
- Participate in bank‑sponsored events to support community involvement and increase Northfield's presence in the area
- Compliance with all relevant Bank policies and procedures
- May require occasional travel for business meetings or training.
- Management may authorize transfers to other branches based on business need.
- Customer Interaction – Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust.
- Communication – Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well‑organized information in a group setting.
- Accuracy/Attention to Detail – Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no…
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