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Amalgamated Bank · 1 month ago

Licensed Retail Banking Representative

New York, NY

Full-time

Onsite

Mid Level

3+ years exp

Amalgamated Bank is seeking a Licensed Retail Banking Representative to provide high-quality customer service for both potential and existing customers. This role involves account management, promoting bank products, and supporting branch management in achieving performance metrics.

Banking

No H1B

Responsibilities

Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank’s CIP and customer service policies

Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics

Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary

Participate in off-site sales calls, branch networking, and community and CRA activities

Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments

Maintain correspondence with customers and back office by following-up to ensure resolution

Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies

Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs

Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts

Approve checks (up to authorized limit) using knowledge of account history and account information on file

Perform various administrative duties as directed by Manager

Monitor customer preferences to determine focus of sales efforts

Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services

Meet assigned deposit and NDIP sales goals on a quarterly basis which include, but are not limited to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor, investment/insurance revenue goal and dollar value of all products sold, as assigned by the Investment Program Manager and/or Branch Manager

Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc

Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR’s with complex work-related matters (i.e. check cashing)

Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner

Perform RBR functions as assigned. Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts. Approve checks (up to authorized limit) using knowledge of account history and account information on file

Assist Officers in performing various Branch functions and Branch reports, as requested

Render priority services to customers in need of special handling

Perform various related clerical duties as directed

Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications

Knowledge and use of the Bank’s Redi system to keep current with updates to policy and procedures

Qualification

State Life Insurance licenseBranch operations experienceCustomer service skillsSales aptitudeBanking procedures knowledgeInterpersonal skillsCommunication skillsAttention to detail

Required

Bachelor's degree or equivalent work experience

Must have State Life Insurance license

Three years of branch operations experience and strong aptitude for sales

Must be flexible to work and/or transfer throughout the network, on an as needed basis

Strong interpersonal and communication skills to build rapport with prospective and existing customers

Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems

Company

Amalgamated Bank

For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.

Founded in 1923

New York, New York, USA

201-500 employees