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Retail Banking Representative

Amalgamated Bank · New York City, New York, US

PURPOSE OF POSITION: To be responsible for providing a high quality of Customer Service in a broad variety of activities. Will be called on to work in both t...

Job description

PURPOSE OF POSITION: To be responsible for providing a high quality of Customer Service in a broad variety of activities. Will be called on to work in both the Teller and Customer Service areas, according to needs. Responsible for presenting full array of Amalgamated Bank’s products to existing and potential customers at the Branch and at off-site events. Support branch management in achievement of branch performance metrics ESSENTIAL JOB FUNCTIONS: Customer Service Duties: - Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, 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 - Perform all functions to open and maintain new and existing accounts - 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, community and CRA activities - Resolve customer complaints regarding sales, services or acc...