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 volumes of cash and negotiable items
• Assist management with daily operational tasks, including operator, ATM, TellerInfinity, and branch proof
• Open new memberships, accounts, and loans, and process related transactions
• Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate, and Business products
• Consistently follow all applicable policies and procedures
• Utilize required programs and systems for cross-selling products and services
• Acquire in-depth knowledge of products and services through ongoing training and education
• Train new Universal Branch Associates as needed
• Meet or exceed established individual and team goals through the consistent application of the Sales and Service model
• Support marketing programs and promotions by creating member awareness
• Adhere to all policies, procedures, and regulatory requirements
• Participate in all required and recommended training, including Bank Secrecy Act (BSA) training
• Participate in teams, projects, and strategic initiatives
• Perform additional duties and special projects as assigned
• Embrace and apply the guiding principles to all activities and responsibilities, including the Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and Lean Six Sigma practices
• Support the initiatives by demonstrating teamwork and professionalism
• Ensure regular and predictable attendance, including punctuality

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements

• High School Diploma, General Education Development (GED) certificate, or state-authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required
• NYS Notary Public license achieved within 12 months of obtaining the position, required
• Minimum 1 year of customer service and sales experience in a financial institution or retail environment, required
• Previous teller or cash handling experience in a financial institution or retail environment, preferred

Benefits

• University & Academy; Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
• 401(k) with employer match and non-elective employer contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees