Regional Universal Branch Associate

A financial institution is currently recruiting for the position of Universal Branch Associate Float Region 1 in Latham, NY. The primary function of this role is to provide high-level member service through efficient and accurate transaction processing and a consultative needs-based sales approach. The position involves traveling to various locations within a specific cluster of branches based on staffing needs.
Responsibilities
Accurately process transactions
Educate members on transaction processing through various channels such as Internet Banking, mobile app, audio response, and Contact Center
Resolve member complaints and concerns efficiently, involving other functional areas as needed
Assist with member inbound calling to support the Contact Center
Use a needs-based sales approach to uncover and meet members' financial needs with additional products and services
Handle large volumes of cash and negotiable items
Assist management with daily operational tasks, including operator, ATM, TellerInfinity, and branch proof
Open new memberships, accounts, and loans, and process related transactions
Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate, and Business products
Consistently follow all applicable policies and procedures
Utilize required programs and systems for cross-selling products and services
Acquire in-depth knowledge of products and services through ongoing training and education
Train new Universal Branch Associates as needed
Meet or exceed established individual and team goals through the consistent application of the Sales and Service model
Support marketing programs and promotions by creating member awareness
Adhere to all policies, procedures, and regulatory requirements
Participate in all required and recommended training, including Bank Secrecy Act (BSA) training
Participate in teams, projects, and strategic initiatives
Perform additional duties and special projects as assigned
Embrace and apply the guiding principles to all activities and responsibilities, including the Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and Lean Six Sigma practices
Support the initiatives by demonstrating teamwork and professionalism
Ensure regular and predictable attendance, including punctuality
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Requirements
High School Diploma, General Education Development (GED) certificate, or state-authorized high school equivalent certificate;
or a current high school senior in possession of a certificate of satisfactory academic standing, required
NYS Notary Public license achieved within 12 months of obtaining the position, required
Minimum 1 year of customer service and sales experience in a financial institution or retail environment, required
Previous teller or cash handling experience in a financial institution or retail environment, preferred
Benefits
University &
Academy;
Professional Development Training
Student Loan Repayment &
Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates &
Fees