Webster Bank

Webster Bank

Banking Services Associate

Location : Hauppauge, NY, 11788

Job Type : Other

Date Posted : 28 March 2026

Job Description:Banking Services Associate

The Banking Services Associate role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. Ability to supervise and coach fellow Relationship Bankers.

Responsibilities:

  • Making the most of resources and tools available enables accurate and timely responses to customers' needs.
  • Assessing clients' needs and recommending relevant financial solutions and products through customized conversations to nurture and deepen connections.
  • Execute routine teller functions including processing deposits, withdrawals, check cashing, loan repayments, and other necessary daily transactions.
  • Aid in the execution of the segmentation strategy by introducing sales, retention, and diverse bank projects to achieve the growth and profitability targets of the Banking Center.
  • The objective is to achieve or surpass targets in sales, service, and operational functions both individually and collectively as a team.
  • Staying in compliance with Federal and State regulations and internal bank policies and procedures, meeting or exceeding branch audit requirements and operational evaluation benchmarks.
  • Support supervision of banking center colleagues by offering coaching support to fellow bankers. Lead by example and assist in the orientation of new bankers to the team.

Educational Background, Career Trajectory, and Skill Proficiencies:

  • Minimum qualification includes a high school diploma or GED, while candidates with an Associate's or Bachelor's degree are favored.
  • Experience in customer sales and service for 2–4 years is required, with preference given to those with 1–2 years of supervisory experience. Demonstrated ability in leading, coaching, and motivating others.
  • In-depth understanding of the various products and services.
  • Maintains knowledge of all systems implemented for branch transaction processing.
  • Exemplifies outstanding customer service skills and the ability to promote teamwork, cultivating a positive working environment.
  • Being able to work on a flexible and/or rotating schedule, which may involve weekends, extended hours, and traveling to alternate Banking Centers, is a requirement.

Benefits:

  • Extensive insurance coverage for medical, dental, and vision treatments.
  • Employer-endorsed plans for saving towards retirement.
  • Compensation for non-working days, including vacation time, personal days off, and designated company holidays.
  • The Employee Assistance Program (EAP) offers confidential support and resources to help employees address personal and professional challenges.
  • Career progression options and chances for professional development.
  • Training initiatives tailored to facilitate ongoing skill enhancement and improvement.
  • Initiatives facilitating a balanced lifestyle are customized to fit the roles and operational requirements of each individual within the company.

About Us:

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, and Excellence are Webster's values; these set us apart as a bank and as an employer.

Equal Employment Opportunity:

Employment will be offered to all qualified applicants without any prejudice related to race, color, religion, gender, sexual orientation, national origin, disability, protected veteran status, or other characteristics protected by applicable laws.

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