Job Description
Kearny Bank
Universal Banker II
Kearny Bank • Old Tappan, NJ, United States • via LinkedIn
17 hours ago
Full–time
Apply on LinkedIn
Apply on Talentify
Qualifications
Associate’s degree or comparable professional training is required
Minimum 2 to 4 years Retail Banking experience
Ability to meet/exceed client experience needs, identify client/project needs
15 more items(s)
Responsibilities
Manages and staffs the Universal Banker I’s and performs audit functions
Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals
Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager
34 more items(s)
More job highlights
Job description
Manages and staffs the Universal Banker I’s and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I’s on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
• Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
• Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present.
• Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
• Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed.
• Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
• Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners.
• Support the implementation of the Kearny Bank Client Experience.
• Deliver strategic insights to improve the client experience.
• Lead, motivate, reward and develop the branch team.
• Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner.
• Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve.
• Coach the sales process and each team member. Hold team accountable for sales objectives
• Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees.
• Serves as a role model for branch team, provides guidance on appearance and dress, as needed.
• Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results.
• Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
• Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards.
• In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
• Perform other duties as may be assigned.
• Associate’s degree or comparable professional training is required.
• Minimum 2 to 4 years Retail Banking experience.
• Ability to meet/exceed client experience needs, identify client/project needs.
• Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services.
• Ability to model Relationship Building Techniques and effectively cross-sell.
• Ability to resolve client questions and/or complaints.
• Ability to manage staff and resolve conflict.
• Strong team player.
• Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
• Ability to answer questions effectively, build client relationships and build internal and external networks.
• Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
• Working knowledge of Microsoft Excel, Word, Access and Outlook.
• Ability to interact effectively and tactfully with all levels of the Bank.
• Ability to read, write and speak clearly.
• Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY
Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
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Truist Bank
Universal Banker - Hamlin
Truist Bank • Winter Garden, FL, United States • via Truist Bank Jobs
18 hours ago
Full–time
No Degree Mentioned
Apply on Truist Bank Jobs
Apply on LinkedIn
Apply
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
+. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, ****** orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Universal Banker II
Kearny Bank • Old Tappan, NJ, United States • via LinkedIn
17 hours ago
Full–time
Apply on LinkedIn
Apply on Talentify
Qualifications
Associate’s degree or comparable professional training is required
Minimum 2 to 4 years Retail Banking experience
Ability to meet/exceed client experience needs, identify client/project needs
15 more items(s)
Responsibilities
Manages and staffs the Universal Banker I’s and performs audit functions
Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals
Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager
34 more items(s)
More job highlights
Job description
Manages and staffs the Universal Banker I’s and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I’s on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
• Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
• Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present.
• Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
• Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed.
• Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
• Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners.
• Support the implementation of the Kearny Bank Client Experience.
• Deliver strategic insights to improve the client experience.
• Lead, motivate, reward and develop the branch team.
• Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner.
• Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve.
• Coach the sales process and each team member. Hold team accountable for sales objectives
• Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees.
• Serves as a role model for branch team, provides guidance on appearance and dress, as needed.
• Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results.
• Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
• Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards.
• In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
• Perform other duties as may be assigned.
• Associate’s degree or comparable professional training is required.
• Minimum 2 to 4 years Retail Banking experience.
• Ability to meet/exceed client experience needs, identify client/project needs.
• Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services.
• Ability to model Relationship Building Techniques and effectively cross-sell.
• Ability to resolve client questions and/or complaints.
• Ability to manage staff and resolve conflict.
• Strong team player.
• Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
• Ability to answer questions effectively, build client relationships and build internal and external networks.
• Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
• Working knowledge of Microsoft Excel, Word, Access and Outlook.
• Ability to interact effectively and tactfully with all levels of the Bank.
• Ability to read, write and speak clearly.
• Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY
Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
Report this listing
More jobs at Kearny Bank
See web results for Kearny Bank
T
Truist Bank
Universal Banker - Hamlin
Truist Bank • Winter Garden, FL, United States • via Truist Bank Jobs
18 hours ago
Full–time
No Degree Mentioned
Apply on Truist Bank Jobs
Apply on LinkedIn
Apply
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
+. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, ****** orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
💡 Quick Summary
Seeking a career-building opportunity? The Universal Banker | Hamlin position is now open for candidates interested in the Bank Jobs sector. This role in Winter Garden offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
