Universal Banker
About The Position
PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES: (90%) Interacts with customers in a courteous, professional, and friendly manner to identify their needs. Provides the products needed for the customer or cross-sells to the appropriate areas of the bank to identify solutions for those needs. Proficient in all teller duties and provides customer service in the teller line when Responsible for IRA distributions, sales, and Must stay abreast of changes by attending IRA sessions. Process debit card requests – activate, close, delete, hot card, research customer issues and review Connect customers to Internet Banking and other Retail Technological Products and assist with related banking issues. Maintain risk related files including dormant, negative, and write off accounts, and Money Service Business, Cash Management, Merchant Source Capture, and Consumer Source Capture customers. SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES: (10%) Develops relationships with other bank employees to enhance teamwork. Represents Bank at various civic and community events. Participate in Retail meetings, adhere to compliance procedures and participate in required training. Other duties as may be assigned.
Requirements
- High School Diploma or the equivalent required.
- Strong communication skill
- Customer service focused
- Maintain confidentiality of customer information
- Resourceful, well organized and ability to multitask
- Effective problem-solving and decision-making skills
- Strong attention to detail
- Strong ethical focus
- Meets or exceeds annual goals as pre-established by immediate supervisor.
- Compliance with regulatory requirements.
- Meets all sales and growth goals.
Nice To Haves
- Prefer customer service and/or retail cashier experience.
- Prior banking experience helpful.
Responsibilities
- Interacts with customers to identify their needs
- Provides products and cross-sells to appropriate areas of the bank
- Proficient in all teller duties
- Responsible for IRA distributions and sales
- Process debit card requests
- Connect customers to Internet Banking and other Retail Technological Products
- Maintain risk related files
- Develops relationships with other bank employees to enhance teamwork
- Represents Bank at various civic and community events
- Participate in Retail meetings, adhere to compliance procedures and participate in required training
- Balances efficiently and accurately, with quarterly offages less than 3
- Achieves a minimum of 3 referrals quarterly
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
