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A Financial Services Associate (SOS Unit) travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. As a single point of contact, performs a variety of customer banking transactions and provides quality service to existing and new clients in accordance with the rules, regulations, and guidelines of the Bank. Participates in the development of client relationships by cross-selling banking products and services as appropriate.
Travels between assigned branches as needed by Regional Management. Processes all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Opens new accounts that include but are not limited to savings, checking, certificates and IRAs according to customer needs. Accurately prepares all required documents for completing the transaction. Answers inquiries and provides information to customers in person, by telephone and by mail on various accounts and other bank services. Assists customers with routine issues and refers to management staff if necessary. Assists in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals. Proactively solicits and promotes new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank. Develops new and expands existing client relationships by identifying current and potential client needs and by cross-selling Bank products, participating in business development and CRA related activities. Processes various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, loan payments; issues bank checks, and U.S. Savings Bonds redemption. Balances cash drawer and prepares daily proof/settlement. Services customer accounts, executes changes of address, ATM claims, and all other account servicing requests. Opens vault and verifies cash shipments in conjunction with leadership team member. Assists with ATM settlement. Provide an exceptional customer experience by utilizing Bank service standards. Performs special projects, and additional duties and responsibilities as required. Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
EDUCATION AND EXPERIENCE
High school diploma or equivalent. Retail sales, customer service, cash handling experience preferred OR minimum of one year of experience in a process-driven role handling credit or financial transactions such as; billing analyst at a medical facility, auto dealership, insurance practice or other comparable experience.
KNOWLEDGE, SKILLS AND ABILITIES
Computer literate with general proficiency in an application such as; billing, invoicing, cash management or other workflow application. Customer service focused. Detail oriented. Demonstrated multitasking skills. Strong communication skills. Critical thinking skills. Ability to travel between assigned branches. Ability to work well in a team environment.
Based in Westbury, NY, Company is a New York State-chartered savings bank serving customers throughout Metro New York, New Jersey, Ohio, Arizona and Florida. At September 30, 2018, the Company had assets of $51.2 billion, deposits of $30.3 billion, and stockholder's equity of $6.8 billion.
Company serves customers through over 250 branches featuring a divisional structure: Queens County Savings Bank, Roslyn Savings Bank, Richmond County Savings Bank, Roosevelt Savings Bank and Atlantic Bank in New York; Garden State Community Bank in New Jersey; Ohio Savings Bank in Ohio; and AmTrust Bank in Florida and Arizona. With a longstanding reputation of strength, stability and service, Company is proud to be committed to the communities it serves. To learn more about the Company Family of Banks visit us at Company website.
Branch Out and help recruit top talent for Company through the employee referral program. All Company employees are encouraged to submit referrals. Locate top talent right in the community where you live, work and play. Amazing individuals are all around be sure to let them know how they can become a part of the Company family.
Company is an equal opportunity employer that prohibits discrimination in hiring or terms and conditions of employment on the basis of race, color, age, sex, national origin, ethnicity, religion, marital status, disability, military status, veteran status, domestic violence victim status, gender identity or expression, sexual orientation, genetic information or any other classification protected by the federal, state, and local laws and ordinances.
This policy is applicable to all terms and conditions of employment including, but not limited to: recruitment and selection, promotion and demotion, transfer, training and development, compensation, benefits, leaves of absence and termination. When necessary, Company will reasonably accommodate employees and applicants with disabilities or with religious requirements necessitating accommodation.
In addition, Company complies with all applicable laws which govern nondiscrimination in employment in every location in which Company does business.
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