Job Title: Universal Banker
Job Classification: Sales
Department: Retail Banking
Status: Non-exempt
Reports To: Branch Manager
Hiring Range: $47,000 - $58,000
Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
General Statement of Duties:
You will be part of a team of professional individuals with a shared focus on delivering world-class customer service.
You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects.
Major Duties and Responsibilities:
• Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
• Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
• Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary.
• Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions.
• Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products.
Refer to specialists as required.
• If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals.
Establish effective partnership with the Financial Consultant.
• Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
• Establish proficiency of the Bank’s systems needed to effectively service customers with the highest of service standards.
• Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
• Ensure compliance with all regulations, policies and procedures.
Perform additional accountabilities required.
• Perform operational responsibilities as designated by management.
• Other duties as assigned.
Requirements
• Bachelor’s Degree in Business, Finance or related field, or comparable education and/or experience is required.
• A minimum of 2 years experience in a financial institution or comparable experience in a retail environment.
• The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
• Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations.
• Working knowledge of Windows, Microsoft Office, and multiple computer and software systems.
Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today’s financial world.
• Polished interpersonal communication and client service and sales skills.
• Ability to apply strong analytical skills in reviewing data received from business partners.
• Effective communication skills including oral and written skills.
• The ability to work with all levels of management and staff.
• A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers.
• Securities and Life & Health Licensing a plus, but not required.
This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including disability/veterans.
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