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Seneca Savings Bank, N.A.

Universal Banker / Floater

Seneca Savings Bank, N.A., Manlius, New York, United States

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About Our Company Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we’re committed to exceeding expectations by delivering big bank technology with a personal touch. As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams.

Job Summary This position is the focal point in the branch for sales, service, and/or referral opportunities in support of overall branch goals and activity requirements. The Universal Banker serves existing customers and grows their business by identifying sales opportunities, assists the Tellers with customer transactions, stays current on operational, product, and system changes, and demonstrates sound risk management decisions to help the branch manage preventable losses and reduce fraudulent activity.

Essential Job Duties and Responsibilities

Serve as the assigned person to welcome customers, direct them as appropriate, and encourage utilization of self‑service channels.

Proficiently handle the new account opening process for both personal and business accounts.

Deliver exceptional customer experience by proactively greeting customers, using their name, and closing each interaction with a courteous sign‑off.

Take ownership of account servicing and error resolution, escalating complex issues to a supervisor and following up to ensure timely and accurate resolution.

Identify and act on customer needs to build lasting relationships.

Assess immediate and long‑term financial needs of customers entering the branch, present appropriate options, and complete sales or referrals of products and services.

Conduct lead‑focused outbound calls and participate in branch sales promotions as requested by management.

Follow consumer guidelines for accuracy and new account handling and exception processing.

Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing, while verifying check endorsements and funds availability.

Maintain knowledge of ATM settlement, foreign currency, night depository, reserve cash, coin maintenance, negotiable control, opening/closing procedures, cash ordering, and cash shipment preparation.

Ensure compliance with operational, security, and control policies to prevent fraud and protect customer assets.

Demonstrate teamwork by assisting branch colleagues and actively participating in branch team meetings.

Primarily staff the Manlius Branch but be ready to relocate to other branches on a day‑to‑day basis as needed.

Daily Report Review

Debit cards ordered

Customer Source

Online Banking Enrollment

Stop/Hold Content

High Dollar Report

CTR addition and review

3‑10 log

IRS Data Capture

Deposit Review

Supervisory Responsibilities

None

Required Experience And Education

High School diploma or GED

Previous banking experience preferred

Basic knowledge of computers

Professional, personable relationship skills for customer contact

Strong communication skills

Professional image

Team player, works well with others

Prior cash handling experience preferred

Prior customer service experience preferred

Ability to take direction from supervisor

Flexible schedule including Saturdays

Ability to attend after‑hour meetings as required

Occasional travel between office locations

Adaptability to changes in policies and procedures

Equipment, Machines And Software Used

Basic computer and keyboard skills with word processing and data entry

Ability to operate a computer, printer, copier, facsimile machine, telephone, credit card machine, calculator, and shredder

Physical And Mental Requirements

Regularly stoop, kneel, crouch, reach, sit, stand, walk; lift, push, pull up to 30 pounds occasionally.

Close mental and visual attention required for preparing and analyzing data, using a computer terminal, or extensive reading.

Environmental Conditions

Typical office work environment with no exposure to adverse environmental conditions.

Benefits

Paid Time Off

Medical, Dental, and Vision Insurance

Short‑Term and Long‑Term Disability Insurance

Accident Insurance

Flexible Spending and Health Savings Accounts

Company‑Paid Life Insurance

401(k) with 5% matching

Employee Stock Option Plan

Tuition Reimbursement

Opportunities for Advancement

Employee Discounts

Compensation The base pay range for this position is $20.00 - $24.00 per hour. Exact offers will be determined based on job‑related knowledge, skills, and experience.

Seniority level: Entry level

Employment type: Full‑time

Job function: Finance and Sales

Industry: Banking

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