Full-Time Universal Banker - Float

Responsibilities

• Build and maintain strong relationships with clients, local businesses, and community organizations through in-person and planned appointments.
• Open new accounts, including checking, savings, and other deposit accounts.
• Aid in account maintenance, such as updates, closures, and changes.
• Address client inquiries and concerns in a timely and professional manner, involving Branch Management when necessary.
• Ensure compliance with all banking regulations, policies, and procedures.
• Implement effective risk management practices to safeguard the bank's assets and reputation.
• Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud.
• Contribute to the overall operational efficiency and success of the branch.
• Utilize CRM platform to capture client interactions for relationship building, process improvement, and operational efficiency.
• Perform other duties as assigned.

Requirements

• One to three years of similar or related experience.
• Proficiency in MS Office Suite, specifically WORD, EXCEL, and PowerPoint.
• A high school education or GED.
• Bilingual proficiency (English/Spanish) is considered a desirable attribute.

Qualifications

• Must be able to stand for extended periods.

Skills

• Digital Literacy: Ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills.
• Information, data, and content teaching, learning, and self-development.
• Communication, collaboration, and participation.
• Digital identity, safety, and security.
• Technical proficiency with all bank products.
• Awareness and interest in new technology.
• Creation, innovation, and research.

Benefits

N/A

Pay

Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

Schedule

N/A