NB1620 - Universal Banker Trainee

Responsibilities

• Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
• Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls.
• Possess a strong partnership with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
• Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch
• Accept and accurately process all financial service transactions within bank policies, procedures and regulations
• Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
• Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
• Maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
• Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
• Contribute to branch goals by accomplishing assigned sales targets
• Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
• Maintain a working knowledge of all bank products and services
• Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
• Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
• Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
• Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area

Requirements

• High School Diploma or equivalent required
• 1+ years banking experience preferred
• Basic math skills required
• Experience operating an Adding Machine preferred
• Good Computer Skills required
• Previous Teller Experience preferred
• Prior customer service skills preferred
• Prior cash handling skills preferred
• Selling to customers’ needs preferred
• Excellent communications and problem-solving skills
• Must be able to stand for prolonged periods of time
• Ability to lift and transfer coin bag (approximately 30 lbs.)