Part-Time Universal Banker - Float

As part of the Retail Branch team, the Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client’s needs.

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.
• Assist with account maintenance, such as updates, closures, and changes.
• Address client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable.
• 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 to create opportunities for relationship building, process improvement, and operational efficiency.
• Perform other duties as assigned.
• Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience.
• Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates.
• Participate in daily jumpstarts with staff, planning relevant topics to share and discuss.

Skills

• Digital literacy: ability to use data, information, and communication technologies to find, evaluate, create, and communicate information.
• 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.
• Proficiency in MS Office Suite, specifically Word, Excel, and PowerPoint.

Requirements

• One to three years of similar or related experience.
• A high school education or GED.
• Bilingual proficiency (English/Spanish) is considered a desirable attribute.
• Must be able to stand for extended periods.
• Travel between branch locations as needed.

Duties Supervised

• Branch Sales and Service
• Branch Operations
• Safe Deposit
• POS

Pay

Compensation is based on market pay structures. Individual salaries are determined by a variety of factors including business considerations, local market conditions, internal equity, and candidate qualifications such as skills, education, and experience.