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.

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.
• Demonstrate digital literacy, including the ability to use data, information, and communication technologies to find, evaluate, create, and communicate information.
• Teach, learn, and develop self and others in digital skills.
• Communicate, collaborate, and participate effectively using digital tools.
• Maintain digital identity, safety, and security.
• Exhibit technical proficiency with all bank products.
• Stay aware of and interested in new technology.
• Engage in creation, innovation, and research.

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.
• Must be able to stand for extended periods.
• Travel between branch locations as needed.

Duties Supervised

• Branch Sales and Service
• Branch Operations
• Safe Deposit

Pay

Compensation is based on market pay structures. 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.