Regional Universal Branch Associate

A financial institution is currently recruiting for the position of Universal Branch Associate Float Region 1 in Latham, NY. The primary function of this role is to provide high-level member service through efficient and accurate transaction processing and a consultative needs-based sales approach. The position involves traveling to various locations within a specific cluster of branches based on staffing needs.

Responsibilities

• Accurately process transactions
• Educate members on transaction processing through various channels such as Internet Banking, mobile app, audio response, and Contact Center
• Resolve member complaints and concerns efficiently, involving other functional areas as needed
• Assist with member inbound calling to support the Contact Center
• Use a needs-based sales approach to uncover and meet members' financial needs with additional products and services
• Handle large...