Carver Federal Savings Bank · 1 day ago
Teller
New York, NY
Full-time
Onsite
Entry Level
$20/hr - $25/hr
2+ years expCarver Federal Savings Bank is a community-focused financial institution dedicated to serving African- and Caribbean-American communities. The Teller role involves acquiring new clients, cross-selling products, and processing customer transactions while ensuring exceptional customer service.
BankingFinanceFinancial ServicesVenture CapitalWealth Management
Responsibilities
Acquire New Clients – Demonstrate growth by acquiring new customers thru outbound calling, engaging customers, and following thru on teller referrals
Cross sell additional products and services to existing customers
Customer Outreach/Development – Schedule appointments and perform on-site visits or perform outbound telephone calls to community members/businesses to discuss financial solutions; a minimum of two visits/calls with community organizations per week
Follow up with customer’s post-account opening at the following intervals: 2 days, 2 weeks and two months
Fulfill customer service requests to ensure customer satisfaction and retention
Identify sales opportunities by turning a service issue into a sale (especially life event changes)
Promote alternate channel delivery (Online Banking, Debit Card, ATM) making day-to-day banking more convenient for customers
Responsible to perform service behaviors as measured in the bank Customer Service Shopper Program, toward the achievement of maximum customer satisfaction and the highest branch ratings
Process customer transactions face-to-face, such as cashing checks and handling deposits, withdrawals, money orders, and cashier’s checks
Provide exceptional customer service in response to customer needs and requests
Adhere to all applicable laws, regulations, Bank policies and procedures, including the Bank Secrecy act, Anti Money Laundering laws, Office of Foreign Asset Control requirements and other regulatory requirements
Open new financial relationships
Deepen existing financial relationships thru cross-selling
Sales referrals to internal partners (e.g. Lending Group, Investment Group)
Set appointments for account reviews
Outbound telephone calling
Qualification
Required
High School diploma or equivalent
Minimum of two years in a sales position preferred
Ability to make sound judgments based on given information
Excellent communication and interpersonal skills
Prior experience working with the general public required
Prior experience in retail or cash handling roles
Computer Savvy
Must be customer-focused
Must detail-oriented and able to work with numbers quickly and accurately
Adheres to sales processes and action plans
Listens to and acts upon instructions
Demonstrates accountability
Excellent verbal communication, interpersonal and problem-solving skills
Team oriented
Preferred
Minimum of two years in a sales position preferred
Basic Accounting knowledge is a plus
Microsoft Excel and Word experience preferred
Company
Carver Federal Savings Bank
Carver Federal Savings Bank providing and building wealth for its customers and to creating sustainable communities.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$88.48MKey Investors
NY Green BankCommunity Development Financial Institutions Fund
2024-05-28Post Ipo Debt· $25M
2023-04-10Grant· $2.48M
2021-03-03Post Ipo Equity· $6M
Leadership Team
Deborah Wright
CEO, President & COO
Recent News
2025-12-08
Company data provided by crunchbase