Universal Banker Trainee- Crown Heights

Universal Banker Trainee

Brooklyn, NY (Crown Heights) Salary Range: $21.97/hr - $23.62/hr The Universal Banker Trainee participates in a structured six-month training program designed to develop the knowledge, skills, and experience needed to perform the duties of a Universal Banker. Through a combination of classroom instruction, coaching, and supervised on-the-job training, the trainee gains exposure to customer service, transaction processing, account servicing, branch operations, and sales and service practices. This entry-level position is intended for individuals with limited or no banking experience. Under the guidance of branch management and experienced team members, the trainee develops proficiency in established procedures and progressively assumes routine responsibilities as knowledge and skills increase. Trainees are expected to successfully complete all required training and demonstrate the competencies necessary to perform the essential functions of the Universal Banker role within six months.

Essential Duties & Responsibilities

• Participate in required training, coaching, job shadowing, and branch learning activities.
• Perform routine branch activities under supervision while developing job proficiency.
• Welcome customers, identify service needs, and direct customers to the appropriate employee or solution.
• Develop knowledge of Bank products, services, systems, and customer service standards.
• Assist customers with routine service requests and basic banking inquiries.
• Process routine transactions and perform basic account servicing activities in accordance with established procedures.
• Learn account opening requirements, including customer identification, documentation, and disclosures.
• Identify referral opportunities and direct customers to the appropriate employee or business partner.
• Complete required regulatory, compliance, security, fraud prevention, and confidentiality training.
• Adhere to established policies, procedures, and internal controls.
• Support daily branch operations, including opening and closing activities, as assigned.
• Demonstrate progress through successful completion of training and development milestones.
• Carry out other duties as assigned.

Skills, Education, & Experience

• High school diploma or GED required; college coursework or degree preferred.
• Prior customer service, cash handling, retail, or banking experience is helpful but not required.
• Interest in retail banking, branch operations, and customer service.
• Strong verbal and written communication skills.
• Willingness to learn, follow direction, and apply coaching and feedback.
• Basic math, computer, and organizational skills with attention to detail.
• Professional, dependable, and customer-focused approach.
• Demonstrated discretion in handling confidential customer and Bank information.
• Ability to successfully complete all required training and assessments within the six-month program.
• Flexibility to work weekends, extended hours, or at nearby branch locations based on business needs.
• Willingness to travel occasionally for required training.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.