Retail Management Trainee

Position Summary

The Retail Training Program introduces recent college graduates to the banking industry from the front line of Retail Service and Sales. In this two year training and development program, new hires to Amboy Bank will acquire basic transaction skills and gradually advance to roles as Head Teller to Customer Service Representative. During the program, new hires will also spend time in other parts of the bank potentially including: Residential Lending, Deposit Operation and Call Center.

This role provides employees new to the workforce with an opportunity to gain industry knowledge about banking products and services while cross training with experienced staff on establishing customer relationships. Employees will work with designated mentors to learn the fundamentals of Retail branch and administration operations through hands on experience, presentation and cross training.

During the Second Year of the program employees who are ready to advance will go thru a set of area rotations to complete understanding of Retail Banking services.

Essential Functions – Year I

Service Representative

• Assist clients with inquiries and resolves matters in a professional and courteous manner

• Learn how and then processes clients transactions according to the Bank's policies and procedures.

• Completes daily proof, investigates, resolves and reports out of balance conditions to supervisor.

• Maintain knowledge of all Bank products and services to effectively promote the Bank to clients

• Learn and participation in other daily Service Representative activities.

Supervising Service Representative

• Continues to perform Service Representative and trains to develop skills and begin to:

Job Descriptions

3590 U.S. Highway 9

Old Bridge, NJ 08857

732.591.8700

o Schedules and coordinates the daily and weekly workflow and Service Representative staff.

o Monitors the Service Representative performance.

o Conducts regular Service Representative staff meetings to insure compliance with all Bank policies and procedures.

o Provides technical support to the Service Representative area, additions and deletions to systems, software updates and off-line.

o Maintains vault control to include cash orders, shipment verifications and vault logs.

o Researches, reports and tracks Service Representative differences.

o Performs branch audits of Service Representative 's and consignment items

Essential Functions – (Personal) (Relationship) Banker, Loan Servicing/Deposit Operations/Residential Mortgage – Year II

• Complete area rotation to develop better understanding of client, bank and back office process.

(Personal) (Relationship) Banker

• Learn and comply with banking standards on policies, procedures and operational guidelines for customer service

• Learn to manage customer complaints and service issues, promptly and effectively

• Promptly and effectively research and resolve customer inquiries to client satisfaction

• Become knowledgeable about bank products to ensure clients are well informed on products and service information to help with future banking needs

• Support branch teller needs on ad hoc basis

Residential Mortgage

• Learn and comply with banking standards on policies, procedures and operational guidelines for customer service

• Learn to manage customer complaints and service issues, promptly and effectively

• Promptly and effectively research and resolve customer inquiries to client satisfaction

• Become knowledgeable about bank products to ensure clients are well informed on products and service information to help with future banking needs

• Serve as a positive role model and demonstrate Amboy Bank values in all actions

Deposit/Loan Operations

• Rotate thru operational roles to understand source of information, how systems process and the group manages different functions. Functions include: Non post, Signature review, Overdraft and debit card applications and Reg resolution.

• Post, reconcile, research and clear varying banking items received daily

Job Descriptions

3590 U.S. Highway 9

Old Bridge, NJ 08857

732.591.8700

• Review suspicious Checks and resolve outstanding items

• Interact with branch offices and clients on areas of concern involving checking and savings accounts

• Promptly and effectively research and resolve branch inquiries

Training Program Job Requirements

• Strict attention to details and thoroughness in the completion of job duties

• Effectively developing constructive and cooperative relationship with others

• Honesty, integrity and ethical behavior

• Position may require temporary re-assignment to other branch locations to accommodate busier than usual branch office

• Good interpersonal skills, ability to communicate clearly and concisely to expedite customer needs

• Ability to articulate and promote bank products and services as need arises with customers

• Successful completion of Teller Internship programs; as a Teller, Head Teller and Customer Service Representative

• Strong organization skills

• Good sense of urgency and efficiency

Education and Experience

• College Degree

Physical Requirements

• Ability to stand for long periods of time up to 75% of work hours

• Ability to lift up to 25 lbs. occasionally less than 10% of work hours

• Ability to use hands to grasp, handle or feel

• Ability to use computer keyboard and system to enter data and process information

• Ability to use telephone and communicate with others

• Ability to use office equipment such as teller scanner, computer, telephone and copier

Working Conditions

• Moderate sound as in business office with office machines, computers, and people traffic.

All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.

Job Type: Full-time

Pay: $21.65 per hour

Expected hours: 35 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

Salary : $22