Universal Associate Banker

About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.

At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.

In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.

Position Summary

The Universal Associate Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-sells bank products and services with the goal of deepening relationships.

Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker.

The right person for this role is professional and capable of working face-to-face with customers to address complex financial needs and technologically savvy as it relates to Bank services.

Primary Responsibilities:

• Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
• Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
• Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
• Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
• Participates in branch activities and events planned by Branch Management.
• Practices behaviors that are focused on achieving individual and team goals.
• Identifies customers' financial needs and cross-sells bank products and services to meet those needs. Advises customers on promotional products and services.
• Performs all teller related duties, including managing a cash box.
• Performs all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
• Performs all activities related to the servicing and processing of IRAs.
• Processes incoming mail transactions and night depository deposits as outlined in Policies and Procedures.
• Competently and confidently teaches and demonstrates self-service options to customers.

Additional Responsibilities

• Maintains open lines of communication with Branch Management.
• Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
• Supports and completes ITM/ATM daily proof; replenishes cash under dual control; ensures the ITM/ATM is in working order and adequate supplies are available for customer use.
• Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
• Promotes the security and safety of all employees and customers by complying with the Security Program.
• Accurately prepares documents required for special services, such as ACH transactions and wire transfers.
• Remains current and implements all bank policies and procedures, including the Code of Conduct and Social Media Policy.
• Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
• Assists branch management in performing and/or conducts monthly audits, certifications, proofs, reconciliations, filing, scanning, and other duties as assigned as outlined in the Policy and Procedures.
• Participates in business development efforts as assigned.
• Assists in other areas of the bank/branch as required.

Job Requirements :

• High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR ;
• College degree, with a minimum of one year of banking, retail, or equivalent experience.
• Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
• Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
• Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
• Cash handling experience preferred.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.