PT Universal Banker II

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Ensure Assigned Store Goals Are Achieved
• Participates in the company’s sales program on the Teller line and Platform.
• Utilizes the sales process to identify customers’ and prospects’ product and service needs.
• Makes financial suggestions or refers leads to other business units such as SFIS, SFBI, Mortgages and HELOC.
• Accounts for sales activity and sales goals.
• Addresses customer questions/issues.
• Tracks all customer contact for follow-up.
• Demonstrates alternative delivery options for customers.

Operational Integrity

• Complies with procedures for security, audit, check cashing guidelines, government regulations and Bank policy and procedures.
• Provides supervision, guidance and work assignments to Universal Banker I’s in the absence of the store manager.
• Processes all Teller transactions as well as complex operational or customer requests.
• Responsible for Cash control, ATM and Branch settlement.
• Opens and Closes Store.

Education and Experience

• Undergraduate and/or relevant retail sales experience; sales experience and demonstrated results; self motivated; excellent interpersonal, communication and problem solving abilities all required.
• Previous supervisory/management experience highly desired.
• 2 to 3 years in retail banking preferred, not required.

Benefits/Incentives

• We offer a comprehensive benefits package designed to support your well-being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement.
• You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

Pay

• The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range.
• Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance.

Physical Demands

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms.
• The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.