• Universal Banker - 86th Street

    Job Locations US-NY-Brooklyn
    Job ID 2018-1082
    Type
    Regular Full-Time
    Category
    Retail Banking (All Retail Positions)
  • Summary

    The Universal Banker is responsible for cultivating long-term client relationships, with a focus on expanding Dime’s small business book of business. S/he will work directly with clients and collaborate with internal partners and branch colleagues. S/he will be an integral part of branch operations, providing exceptional service to clients, and working to achieve Dime’s objectives.

     

     

    Responsibilities

    • Implement sales plan utilizing optimal methods for achieving sales through interaction with clients, prospects, internal partners, COI’s and other external contacts, and through engaging in events and other marketing activities

    • Leverage Connections and other lead generation techniques (e.g., referrals, community outreach) to identify new-to-bank prospects and cross-selling opportunities with current clients

    • Conduct exploratory and information-gathering discussions with prospects to understand background and identify needs; discuss potential solutions that are a good fit in a way that clients can understand

    • Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch

    • Provide account services to clients by processing deposits and withdrawals, cashing checks, selling cashier’s checks and money orders, answering questions in person or on the telephone, referring to other bank services as appropriate

    • Monitor and adhere to operational controls, including legal, corporate and regulatory policies and procedures to ensure safety and security of client and bank assets

    • Comply with all Dime operations and security procedures

    • Develop and execute action plans to improve operational controls and mitigate controllable losses while maximizing client advocacy

    • Take ownership over the client experience; understand and resolve service issues personally or by working with key partners in the branch and internal network

    • Perform customer transactions and account maintenance activities as requested/required to meet and exceed expectations

    • Ensure appropriate follow-up and follow through for any service need that cannot be immediately resolved

    • Drive efforts in the branch to identify and implement service behaviors and plans that improve overall client experience

     

    Qualifications

    • Bachelor’s degree (preferred) or equivalent combination of education and work experience

    • Minimum 3 years’ banking, retail, or other related sales and service experience

    • Demonstrated ability to develop and execute a sales plan and acquire new business

    • Demonstrated ability to successfully deepen and retain client relationships

    • Product/service knowledge; expertise in articulating product/service information to clients

    • Demonstrated strong financial/business acumen

    • Strong client service-starter

    • Results-oriented; self-starter

    • Excellent verbal and written communication skills

    • Ability to engage with and influence others

    • Excellent organizational and time management skills

    • Adaptable; agile, tenacious

    • Strong computer skills, including digital banking solutions

    • Ability to quickly learn business processes, systems, industry, competitive landscape

     

     

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