Retail Banking Representative
Amalgamated Bank, New York, NY, United States
Overview
To be responsible for providing a high quality of customer service in a broad variety of activities. Will be called on to work in both the Teller and Customer Service areas, according to needs. Responsible for presenting the full array of Amalgamated Bank’s products to existing and potential customers at the branch and at off-site events. Support branch management in achievement of branch performance metrics.
Responsibilities
Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including CIP and customer service policies.
Proactively present and cross-sell Bank products by probing customer responses and offering appropriate products and services.
Open and maintain new and existing accounts; actively promote the Bank and its products and services.
Set up a table outside the branch and hand out information when necessary; participate in off-site sales calls, branch networking, community and CRA activities.
Resolve customer complaints regarding sales, services or account issues; respond in person or by phone in a professional manner and prepare written correspondence as needed.
Maintain ongoing correspondence with customers and back office to ensure resolution; greet customers professionally and acknowledge them in line with Bank policies.
Demonstrate a comprehensive understanding of Bank products and services and match them to customer needs.
Review and verify all previous day’s work to ensure accuracy and resolve discrepancies, including general ledger accounts; approve checks up to authorized limits using knowledge of account history and on-file information.
Perform various administrative duties as directed by Branch Manager.
Responsibilities Behind Teller Line
Perform all RBR duties such as stop payment orders, safe deposit box rentals, deposits/withdrawals, cash checks, etc.
Assist other RBRs in balancing daily transactions and in complex matters; research and investigate customer claims related to missing deposits, checks, or ATM envelopes to resolve issues promptly.
Perform RBR functions as assigned and review previous days’ work for accuracy and discrepancies, including general ledger accounts.
Approve checks up to authorized limits using knowledge of account history and information on file.
General Responsibilities
Assist Officers in performing various Branch functions and Branch reports as requested.
Render priority services to customers who require special handling.
Perform related clerical duties as directed; knowledge and use of the Bank’s Redi system to stay current with policy updates.
Knowledge, Skills, And Experience
High School Diploma or equivalent.
Minimum of two (2) years Teller experience or successfully completing the teller training course in lieu of Teller experience.
Strong interpersonal and communication skills to build rapport with prospective and existing customers.
Must be flexible to work or transfer throughout the network, on an as-needed basis.
Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems.
Compensation Our job titles may span more than one career level. The starting hourly salary for this role is between $25.00– $30.01 an hour. The actual pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Equal Opportunity Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding qualifications does not constitute a promise or offer of employment. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model Effective February 18, 2025, employees in office-based positions will follow a Hybrid work schedule of three days or more on-site per week (Monday - Thursday) with Friday designated as remote, unless business critical tasks require on-site presence. This model does not apply to roles that are remote or where the company has determined ineligible for remote work, as well as positions covered by a collective-bargaining agreement (if the agreement provides for hybrid work).
Hiring Process Search Firm Representatives: Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. CVs/resumes submitted by search firms without a valid written search agreement will be the sole property of the company. No fee will be paid where no pre-existing agreement is in place. Where agency agreements exist, introductions are position specific. Please, no phone calls or emails.
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Responsibilities
Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including CIP and customer service policies.
Proactively present and cross-sell Bank products by probing customer responses and offering appropriate products and services.
Open and maintain new and existing accounts; actively promote the Bank and its products and services.
Set up a table outside the branch and hand out information when necessary; participate in off-site sales calls, branch networking, community and CRA activities.
Resolve customer complaints regarding sales, services or account issues; respond in person or by phone in a professional manner and prepare written correspondence as needed.
Maintain ongoing correspondence with customers and back office to ensure resolution; greet customers professionally and acknowledge them in line with Bank policies.
Demonstrate a comprehensive understanding of Bank products and services and match them to customer needs.
Review and verify all previous day’s work to ensure accuracy and resolve discrepancies, including general ledger accounts; approve checks up to authorized limits using knowledge of account history and on-file information.
Perform various administrative duties as directed by Branch Manager.
Responsibilities Behind Teller Line
Perform all RBR duties such as stop payment orders, safe deposit box rentals, deposits/withdrawals, cash checks, etc.
Assist other RBRs in balancing daily transactions and in complex matters; research and investigate customer claims related to missing deposits, checks, or ATM envelopes to resolve issues promptly.
Perform RBR functions as assigned and review previous days’ work for accuracy and discrepancies, including general ledger accounts.
Approve checks up to authorized limits using knowledge of account history and information on file.
General Responsibilities
Assist Officers in performing various Branch functions and Branch reports as requested.
Render priority services to customers who require special handling.
Perform related clerical duties as directed; knowledge and use of the Bank’s Redi system to stay current with policy updates.
Knowledge, Skills, And Experience
High School Diploma or equivalent.
Minimum of two (2) years Teller experience or successfully completing the teller training course in lieu of Teller experience.
Strong interpersonal and communication skills to build rapport with prospective and existing customers.
Must be flexible to work or transfer throughout the network, on an as-needed basis.
Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems.
Compensation Our job titles may span more than one career level. The starting hourly salary for this role is between $25.00– $30.01 an hour. The actual pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Equal Opportunity Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding qualifications does not constitute a promise or offer of employment. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model Effective February 18, 2025, employees in office-based positions will follow a Hybrid work schedule of three days or more on-site per week (Monday - Thursday) with Friday designated as remote, unless business critical tasks require on-site presence. This model does not apply to roles that are remote or where the company has determined ineligible for remote work, as well as positions covered by a collective-bargaining agreement (if the agreement provides for hybrid work).
Hiring Process Search Firm Representatives: Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. CVs/resumes submitted by search firms without a valid written search agreement will be the sole property of the company. No fee will be paid where no pre-existing agreement is in place. Where agency agreements exist, introductions are position specific. Please, no phone calls or emails.
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