Licensed Retail Banking Representative

PURPOSE OF POSITION:

Under general supervision but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities including but not limited to Life Insurance products and general banking needs in branch and at offsite events. The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. Will be called upon to work both the Teller and Customer Service areas, according to business needs. Support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions.

ESSENTIAL JOB FUNCTIONS:

Customer Service Duties:

• Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank's CIP and customer service policies.
• Proactively present and cross sell Bank products, through probing questions and offer appropriate v products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics.
• Actively promote the Bank and its products and services. This will include setting - up a table, 1f outside the branch and handing out information when necessary.
• Participate in off-site sales calls. branch networking, and community and CRA activities.
• Resolve customer complaints regarding sales, service or account issues. Respond to customer

inquiries or complaints in person or over the phone in a professional manner. which may include preparing and submitting written correspondence to respective departments.

• Maintain correspondence with customers and back office by following up to ensure resolution.
• Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies.
• Demonstrate a comprehensive understanding of specific Bank products and services while

matching those products and services to individual customer needs.

• Review and verify all previous days· work lo ensure accuracy and resolve any discrepancy that

may exist; including but not limited to general ledger accounts.

• Approve checks (up to authorized limit) using knowledge of account history and account

information on file, in order to make decision on whether to cash.

• Perform various administrative duties as directed by manager.
• Monitor customer preferences to determine focus of sales efforts.
• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services.
• Meet assigned deposit and NDIP sales goals on a quarterly basis which include, but are not

limited to, number of accounts opened, new customer contacts, units sold, rcfe1Tals to Financial Advisor, investment/ insurance revenue goal and dollar value of all products sold. as assigned by the Investment Program Manager and/or Branch Manager.

Responsibilities behind the Teller Line:

• Perform all RBR duties such as issuance of official checks, accept payment for rental of safe

deposit boxes. process deposits/withdrawals, cash checks, loan payments etc.

• Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the

teller area. Help RBR's with complex work related matters (i .e. check cashing).

• Research and investigate customer claims in matters relating to transaction discrepancies, in order

to help resolve issues for customers in a timely manner.

• Perform RBR functions as assigned. Review and verify all previous days' work to ensure

accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts. Approve checks (up to authorized limit) using knowledge of account history and account information on file, to make decision on whether to cash.

General Responsibilities:

• Assist Officers in performing various Branch functions and Branch reports, as requested.
• Render priority services to customers in need of special handling.
• Perform various related clerical duties as directed.
• Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications.
• Knowledge and use of the Bank's Redi system to keep current with updates to policy and

procedures.

KNOWLEDGE. SKILLS AND EXPERIENCE REOUJREMENTS:

• Bachelor's degree or equivalent work experience.
• Must have or be able to obtain state life and health insurance licenses within three (3) months of

start date as well as maintain those licenses through continuing education.

• Three years of branch operations experience and strong aptitude for sales.
• Must be flexible to work and/or transfer throughout the network, on an as needed basis.
• Strong interpersonal and communication skills to build rapport with prospective and existing

customers.

• Detailed knowledge of banking procedures, regulations and all Branch related functions and

terminal systems.

Our job titles may span more than one career level. The starting hourly salary for this role is between $22.00 - $31.00. The actual hourly pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Hybrid Work Model

Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as "remote".

Search Firm Representatives- Please Read Carefully

Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.