Universal Banker
Company: Flushing Financial Corporation
Location: Nassau
Posted on: July 1, 2025
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Job Description:
Serving Others is Our Passion: As a growing member of the
community for more than 90 years, Flushing Bank is dedicated to
supporting and serving the individuals, families, professionals,
and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term &
Long Term Disability, Group Term Life, 401K Plus Employer Match,
Paid Time Off, 11 Paid Holidays, Employee Referral Program,
generous Incentive Programs, Volunteer Opportunities, and a
Supportive Environment Focused on Learning and Advancement. General
Statement of Duties: You will be part of a team of professional
individuals with a shared focus on delivering world-class customer
service. You will be engaged in all aspects of customer interaction
involving sales, service and transaction processing, focusing on
building full banking relationships with current clients and
prospects. Major Duties and Responsibilities: • Proactively and
professionally greet customers as they enter the branch and
determine the best way to manage their experience. • Engage with
customers following established customer interaction model, to
establish new customer relationships, retain and deepen existing
customer relationships and provide highest customer service
standards. • Fulfill customer financial needs, both immediate and
longer term, by utilizing needs-based selling to offer appropriate
solutions and referring to business partners when necessary. •
Successfully and seamlessly accept and process deposits, payments,
checks for cashing and other transactions. • Recognize and
cross-sell opportunities, including core deposit accounts as well
as insurance and investment products. Refer to specialists as
required. • If properly licensed and certified to sell investments,
perform required activities to achieve Investment sales goals.
Establish effective partnership with the Financial Consultant. •
Engage in outbound calling and outreach activities to generate a
consistent flow of qualified referrals and building a robust
pipeline of sales opportunities. • Establish proficiency of the
Bank’s systems needed to effectively service customers with the
highest of service standards. • Meet or exceed all financial
objectives pertaining to individual goals and branch team goals. •
Ensure compliance with all regulations, policies and procedures.
Perform additional accountabilities required. • Perform operational
responsibilities as designated by management. • Other duties as
assigned. Requirements • Bachelor’s Degree in Business, Finance or
related field, or comparable education and/or experience is
required. • A minimum of 2 years experience in a financial
institution or comparable experience in a retail environment. • The
financial expertise and experience to offer product recommendations
that will help customers with their immediate financial needs, as
well as providing guidance to achieve their long term financial
goals. • Knowledge of financial institution operations, procedures
and the ability to interpret and understand laws and regulations. •
Working knowledge of Windows, Microsoft Office, and multiple
computer and software systems. Technology proficient for providing
online and mobile banking demonstrations and understands how social
media plays into today’s financial world. • Polished interpersonal
communication and client service and sales skills. • Ability to
apply strong analytical skills in reviewing data received from
business partners. • Effective communication skills including oral
and written skills. • The ability to work with all levels of
management and staff. • A high level of trustworthiness,
professionalism, confidentiality, teamwork, and honesty in dealing
with colleagues and customers. • Securities and Life & Health
Licensing a plus, but not required.
Keywords: Flushing Financial Corporation, Utica , Universal Banker, Accounting, Auditing , Nassau, New York
