The Universal Banker is responsible for providing an exceptional in-branch customer experience by handling customer needs from teller transactions to other sales and service requests. The UB is responsible for floating between the teller line and platform as needed within their branch.
You will have a primary role on the teller line, and must have knowledge of platform systems and bank operations. You will be responsible for providing solutions based on customer needs by following the Rhinebeck Bank consumer sales process.
Primary responsibilities include: processing customer transactions, making outbound sales calls, opening accounts, cross-selling bank products and services, and referring business to other departments and the Bank's subsidiaries in accordance with Bank policies and procedures.
In order to succeed in this role, you will establish strong customer relationships, portray the Bank's professional image and customer service orientation in order to meet or exceed sales goals to succeed in this role.
Following up with customers, returning phone calls, clearly explaining Bank products and services, completing sales tracking reports and other paperwork, and reporting customer feedback to Management are key responsibilities of the position.
Education & Experience:
1 year banking and/or sales experience or 3 years of related experience.
Rhinebeck Bank: Local. Involved. Responsible.
If you are talented, motivated and can get things done, we have career opportunities for you. We are looking to hire people who want to excel. We will grow your career through coaching, mentoring and supportive management.
As an Equal Opportunity / Affirmative Action Employer, Rhinebeck Bank will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristics protected under applicable law.