Posted in Accounting 30+ days ago.
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Location: New York, New York
Financial Services Associate is responsible for providing customers with high quality, prompt, and professional financial services. As a single point of contact, performs a variety of customer banking transactions and provides quality service to existing and new clients in accordance with the rules, regulations, and guidelines of the Bank. Participates in the development of client relationships by cross-selling banking products and services as appropriate.
Processes all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Opens new accounts that include but are not limited to savings, checking, certificates and IRAs according to customer needs. Accurately prepares all required documents for completing the transaction. Answers inquiries and provides information to customers in person, by telephone and by mail on various accounts and other bank services. Assists customers with routine issues and refers to management staff if necessary. Assists in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals. Proactively solicits and promotes new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank. Develops new and expands existing client relationships by identifying current and potential client needs and by cross-selling Bank products, participating in business development and CRA related activities. Processes various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, loan payments; issues bank checks, and U.S. Savings Bonds redemption. Balances cash drawer and prepares daily proof/settlement. Services customer accounts, executes changes of address, ATM claims, and all other account servicing requests. Opens vault and verifies cash shipments in conjunction with leadership team member. Assists with ATM settlement. Provide an exceptional customer experience by utilizing Bank service standards.
Performs special projects, and additional duties and responsibilities as required. Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
EDUCATION AND EXPERIENCE
High school diploma or equivalent. Retail sales, customer service, cash handling experience preferred OR minimum of one year of experience in a process-driven role handling credit or financial transactions such as; billing analyst at a medical facility, auto dealership, insurance practice or other comparable experience.
KNOWLEDGE, SKILLS AND ABILITIES
Computer literate with general proficiency in an application such as; billing, invoicing, cash management or other workflow application. Customer service focused. Detail oriented. Demonstrated multitasking skills. Strong communication skills. Critical thinking skills. Ability to work well in a team environment.
ABOUT NEW YORK COMMUNITY BANCORP, INC.
New York Community Bancorp, Inc. (NYSE:NYCB) is the 20th largest bank holding company in the nation, a leading producer of multi-family loans in New York City, and a national aggregator of one-to-four family loans. Our Family of Banks consists of two bank subsidiaries, New York Community Bank and New York Commercial Bank. Our banks serve consumers as well as businesses. With over 270 branches in five states New York, New Jersey, Ohio, Florida and Arizona, we are able to provide clients with a wide range of financial solutions tailored to their needs. Learn more about NYCB and the services we offer at www.NYCBFamily.com.
BRANCH OUT and help recruit top talent for NYCB through the employee referral program. All NYCB employees are encouraged to submit referrals. Locate top talent right in the community where you live, work and play. Amazing individuals are all around be sure to let them know how they can become a part of the NYCB family.
NYCB is an equal opportunity employer that prohibits discrimination in hiring or terms and conditions of employment on the basis of race, color, religion, sex, sexual orientation, age, national origin, disability, citizenship, covered veteran status, genetic predisposition, marital status, military status, gender identification or any other legally recognized protected basis under local, state or federal law, regulations or ordinances. In addition, NYCB complies with all applicable laws which govern nondiscrimination in employment in every location in which NYCB does business.