Sales and Service Banker – Avenue J Branch

About the role

The Sales and Service Banker at the Avenue J Branch in Brooklyn acts as a trusted advisor, building long‑lasting relationships by understanding customers’ financial needs and goals. This position blends sales, service, and teller duties while delivering a high‑quality, risk‑aware customer experience.

Key responsibilities

• Provide tailored banking, lending, and investment solutions while ensuring exceptional customer service.
• Process teller transactions – deposits, withdrawals, transfers – accurately and efficiently.
• Identify cross‑sell opportunities and refer customers to appropriate partners.
• Educate customers on digital banking tools and self‑service options.
• Maintain cash drawer balances, handle cash, and support custodial and audit tasks.
• Collaborate with team members to meet branch sales targets and overall performance goals.
• Ensure compliance with regulatory requirements and internal policies related to risk and fraud prevention.

Required profile

• Ability to perform all essential duties satisfactorily, including cash handling and customer interaction.
• Strong communication skills for in‑person, phone, and digital channels.
• Commitment to delivering an elevated, personalized customer experience.
• Willingness to support nearby branches when business needs arise.

Required skills