NY0365 East Amherst


Job Description

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions – such as deposits, payments, replacement cards, and disputes – while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.


Essential Functions


• Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.

• Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exception...