Floating Universal Banker

Job Description

Job Description

Who We Are:

Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we're committed to exceeding expectations by delivering big bank technology with a personal touch.

As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams.

We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values:

• Driven Towards Success
• Team Oriented
• Customer First
• Positive Attitude

These values define who we are and how we work, both with each other and with the communities we proudly serve.

Join our innovative team and be part of a company that's committed to delivering exceptional service, enhancing lives, and making a difference every day.

Job Summary:

The Universal Banker serves as a key point of contact for customers within the branch, providing a seamless and personalized banking experience. This role combines responsibilities in customer service, sales, and transaction processing, while supporting the Bank's mission to deliver exceptional service and promote financial wellness.

Essential Job Duties and Responsibilities: (Additional duties as assigned)

• Process a variety of retail and commercial transactions including deposits, withdrawals, loan payments, and check cashing.
• Deliver exceptional customer service by greeting customers upon arrival and guiding them to the appropriate services or team members based on their individual needs.
• Encourage the use of self-service channels and assist customers in navigating digital banking tools.
• Open new personal and business accounts with accuracy and professionalism, following all Bank policies and procedures.
• Take ownership of account servicing and error resolution, escalating complex issues when necessary and following up to ensure timely resolution.
• Recognize customer needs and act on opportunities to build lasting relationships through product recommendations and referrals.
• Conduct needs assessments with customers to identify financial goals and present appropriate solutions.
• Meet personal sales and referral goals by developing new relationships and expanding existing ones.
• Make outbound calls and participate in branch sales promotions as directed by management.
• Follow consumer guidelines for accurate account handling and exception processing.
• Verify endorsements, assess funds availability, and issue receipts in accordance with Bank policy.
• Balance daily work and adhere to all operational procedures.
• Maintain knowledge of ATM settlement, foreign currency handling, night depository procedures, reserve cash and coin maintenance, negotiable control, and branch opening/closing protocols.
• Ensure compliance with all operational, security, and control policies to prevent fraud and protect customer assets.
• Demonstrate teamwork by proactively assisting other Branch colleagues when needed and by contributing actively and constructively during Branch Team meetings.

The Universal Banker must review the following reports on a daily basis:

• Debit cards ordered.
• Customer Source
• Online Banking Enrollment
• Stop/ Hold Content
• High Dollar Report
• CTR addition and review
• 3-10 log
• IRS Data Capture
• Deposit Review

Supervisory Responsibilities:

• None

Required Experience and Education:

• High School diploma or GED required.
• Basic computer proficiency.
• Strong interpersonal skills with a pleasant, professional demeanor for effective customer interaction.
• Excellent verbal and written communication skills.
• Demonstrated ability to work collaboratively as part of a team.
• Prior cash handling experience preferred.
• Previous customer service experience preferred.
• Flexibility to work a rotating schedule, including Saturdays.
• Availability to attend occasional after-hours meetings as needed.
• Willingness to travel between office locations as required.
• Adaptability to changes in policies and procedures, sometimes implemented rapidly.

Equipment, Machines and Software Used:

• Basic Equipment and Machinery: Basic personal computer/key boarding skills and perform basic word processing and data entry.
• Ability to operate a computer, printer, copier, facsimile machine, telephone, credit card machine, calculator, and shredder.
• Computer Software: Ability to utilize Windows Operating system, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and banking systems with the willingness to learn new software, as necessary.

Physical and Mental Requirements:

• While performing the duties of this position, the Universal Banker is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions.
• The physical requirements of this position call for the ability to exert up to 30 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing work assignments, using a computer terminal, and/or extensive reading.

Environmental Conditions:

There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment.

Benefits:

• Paid Time Off
• Medical, Dental, Vision
• Short-Term and Long-Term Disability
• Accident, Critical Illness, Hospital Plans
• 401k with Matching (5%)
• Employee Stock Option Plan
• Flexible Spending and Health Savings Accounts
• Company Paid Life Insurance
• Tuition Reimbursement
• Opportunities For Advancement
• Employee Discounts

The base pay range for this position is $18.50 - $23.00 per hour. Exact offers will be determined based on job related knowledge, skills, and experience.