Job Description

Job Description

Basic Function:

The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.

Principal Responsibilities:

• Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
• Assist customers with deposits, withdrawals, or payments and resolve client concerns.
• Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
• Open commercial and consumer accounts and assist customers with routine account related inquiries.
• Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
• Utilize Sales Force to track client interactions.
• Assist with branch vault opening, closing and balancing procedures.
• Inform customers about bank products and services.
• Always maintain a professional appearance and demeanor.
• Comply with all department Security, company policies, procedures, and regulations.
• Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.

Background and Experience:

• High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
• Excellent organizational and time management skills.
• Ability to work independently with little to no supervision.
• Cash handling experience preferred.
• High level of accountability, efficiency, and accuracy.
• Prior Customer Service experience.
• Microsoft Office and Excel skills. Salesforce experience preferred.

Location: Esquire Bank, Jericho, NY (On-site)

Full time – M-F 8:30 am - 5:30 pm

Estimated Salary Range:

• $40,000 - $55,000 / year
• Compensation may vary based on education, skills, qualifications and/or expertise.

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