Licensed Retail Banking Representative

Job Description

Job Description

Amalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor.

This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions.

• Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank’s CIP and customer service policies
• Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics
• Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary
• Participate in off-site sales calls, branch networking, and community and CRA activities
• Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments
• Maintain correspondence with customers and back office by following-up to ensure resolution
• Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies
• Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs
• Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts
• Approve checks (up to authorized limit) using knowledge of account history and account information on file
• Perform various administrative duties as directed by Manager
• Monitor customer preferences to determine focus of sales efforts
• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services
• Meet assigned deposit and NDIP sales goals on a quarterly basis which include, but are not limited to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor, investment / insurance revenue goal and dollar value of all products sold, as assigned by the Investment Program Manager and / or Branch Manager

• Perform all R  duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks, loan payments, etc.
• Assist other R ’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help R ’s with complex work-related matters (i.e. check cashing)
• Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner
• Perform R  functions as assigned. Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts. Approve checks (up to authorized limit) using knowledge of account history and account information on file

• Assist Officers in performing various Branch…