Job Description

Job Title: Universal Banker Associate
Job Classification: Sales
Department: Retail Banking
Status: Salaried/Non-exempt
Reports To: Branch Manager

Hiring Range: $46,000 - $53,000

Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.

WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.

General Statement of Duties:
The Universal Banker Associate is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs top priority. The Universal Banker Associate will be engaged in all aspects of customer interaction involving sales, servicing and transaction processing. Efforts will focus on building full banking relationships with current customers and prospects while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Universal Banker Associate works as part of a team of professional individuals with a shared focus on delivering a world class customer service experience.
Supervision Received:
Reports to the Branch Manager
Major Duties and Responsibilities:
Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
• Encourage automated transaction handling to customers by “hip to hip” demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance.
• Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do.
• Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
• Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
• Evaluate and fulfill customer financial needs by utilizing needs based selling to offer appropriate solutions and referring to business partners when necessary.
• Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
• Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
• Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures.
• Perform operational responsibilities as designated by management.
• Establish proficiency of the Bank’s systems needed to effectively service customers with the highest of service standards.
• Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.
• Other duties as assigned.
Requirements
• High School Diploma/GED or higher, and a minimum of 2 years experience in a financial institution or comparable experience in a selling environment.
• Strong interpersonal skills, leading to strong client service and sales skills.
• A track record of working effectively in a team environment and building relationships with colleagues
• Effective communication skills including oral and written skills.
• Good understanding of banking products and services.
• Ability to understand how to present features and benefits of products and services to customers with different needs.
• Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.
• Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Familiar with on line banking and mobile banking.
• Travel to branches and departments within the five boroughs, Nassau and Suffolk counties, as well as to local companies to deliver BAW on sites
• A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers.
Hours: 40
This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including disability/veterans.