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Tompkins Financial

Community banking wealth and insurance

Universal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeAvon, NY, USA

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least two years of experience in customer service, sales, or a related role is required.
  • Proficiency in the sales process, including identifying client needs, recommending appropriate products and services, and achieving referral goals, is required.
  • Strong interpersonal, verbal, and written communication skills are required.
  • The ability to deliver high-quality customer service in a professional environment is required.
  • Active Nationwide Mortgage Licensing System and Registry registration, or the ability to secure registration upon hire, is required; employment is contingent upon successful completion of a credit report review.

Responsibilities

  • Process teller transactions accurately and in accordance with established bank procedures.
  • Perform branch balancing activities and support upkeep of assigned offsite ATMs as required.
  • Assist with branch opening, closing, vault access, and alarm procedures under dual control, as assigned.
  • Respond to customer inquiries in a timely, professional manner and coordinate specialized services through appropriate bank departments.
  • Complete documentation and point-of-sale processing for new accounts, loans, deposits, and related service needs.
  • Provide safe deposit box services and general branch support consistent with service expectations.
  • Identify client needs and recommend appropriate products and services to deepen relationships and support referral goals.
  • Solicit new business from current and prospective customers to support branch growth objectives.
  • Maintain working knowledge of company products and services to support effective sales and service conversations.
  • Serve as supervisor on duty in the absence of the Assistant Branch Manager and/or Branch Manager.
  • Provide periodic reports, sales information, and other requested updates to supervisors and business partners.
  • Support team and branch coverage needs, including Saturday work and assistance at other company locations, as required; float to other branches when necessary to meet business needs.
  • Perform duties in accordance with company policies, procedures, and regulatory requirements.
  • Support branch security and operational controls through consistent adherence to established practices.
  • Fulfill role requirements related to consumer and residential lending support, including NMLS registration when applicable.
  • Deliver accurate, efficient teller processing and branch support activities to maintain smooth day-to-day operations and a high-quality client experience.
  • Provide responsive, knowledgeable service that addresses customer needs, resolves inquiries, and strengthens client relationships across branch products and services.
  • Support branch growth by identifying opportunities, recommending appropriate solutions, and generating new business and referral activity from current and prospective customers.
  • Provide flexible operational support by assisting with branch balancing, ATM upkeep, branch opening and closing procedures, supervisory coverage, and support across locations when needed.
  • Uphold branch security, compliance, and internal control standards by following company policies, procedures, and regulatory expectations in all aspects of the role.

Desired Qualifications

  • Prior banking experience is preferred.

About the Company

Tompkins Financial

Community banking wealth and insurance

Tompkins Financial is a financial holding company for community banking, wealth-management, and insurance businesses. Local relationship teams operate with shared risk, technology, finance, compliance, and corporate capabilities. Its regional affiliates provide deposit, lending, investment, trust, planning, and insurance services to households and organizations. The profile is Tompkins Financial and its affiliated operating companies in New York and Pennsylvania. Roles span branch banking, lending, wealth, insurance, operations, technology, risk, and professional support.

Company size
1-10
Company stage
IPO
Headquarters
Ithaca, NY
Founded
1836

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