JOB RESPONSIBILITIES  

• Back-up to Financial Center Manager. Assists with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice payment FC proof, daily/monthly FC reports, monthly audits, etc.      

• Provides ongoing servicing relationship with clients and responds to inquiries and requests regarding accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires, collections etc.  

• Assists back office personnel in resolving operational issues, including proof, investigations and wire transfer requests.  

• Assists financial center management with a variety of projects.  

• Complete ongoing training as required Compliance, HR, etc.  

ADDITIONAL ACCOUNTABILITIES 

• Performs special projects, and additional duties and responsibilities as required. 

• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS  

Required Qualifications: 

• Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​.  

• Minimum experience required: ​3+ Years​ of Teller experience in financial services. 

• 2 years: supervisor in a branch setting, managing tellers, compliance, etc. 

• Must be able to travel extensively to various locations in New York (5 Boroughs, Upstate, Long Island). 

• Experience working in a changing dynamic environment. 

Job Competencies: 

• Knowledge of business accounts and wires. 

• Displays professionalism. 

• Good problem-solving skills. 

• Good interpersonal, verbal and written communication skills. 

• Client service oriented, team player.

• Motivated.

• Ability to work independently with minimal supervision. 

• Ability to maintain positive relationships. 

• Ability to manage multiple projects. 

• Must be able to travel extensively to various locations in New York (5 Boroughs, Upstate, Long Island).

• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. 
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. 
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. 

• Physical demands (ADA): ​The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.​