Specialist III - Universal Banker (UB) Harrisonburg South Main
About the role
Branch Delivery is responsible for delivering high‑quality, consistent client experiences across branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. The Universal Banker role responds to customers' needs by processing routine banking transactions at the teller window or on the platform under minimal supervision, and provides flexible coverage for the branch. The role engages in a broad range of sales and service activities to provide a superior level of customer service.
Key Responsibilities
- Manage day‑to‑day branch service operations
- Support client transactions and ensure accurate, timely execution of all frontline banking activities
- Coach and support branch teams to meet performance expectations
- Implement process improvements that strengthen service delivery
- Monitor operational controls to reduce risk and maintain compliance
- Open new accounts
- Handle teller transactions
- Market and cross‑sell bank products and services
- Resolve complex customer service issues
- Utilize banking knowledge to identify additional sales and service opportunities
- Build rapport to engage prospects and enhance existing customer relationships
- Refer customers to other banking services and personnel as appropriate
- Perform other duties as assigned
Qualifications
- Typically requires 5+ years of relevant experience
- May require vocational or technical training
- Broad knowledge of operational procedures and tools obtained through extensive work experience
- Ability to work under limited supervision for routine situations and provide assistance/training to lower‑level employees
- Capability to analyze non‑routine problems
- Physical ability to stand for extended periods and lift objects up to 30 lb
Compensation
Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location.
Benefits
Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support health and financial well‑being, subject to plan terms and eligibility requirements. Certain positions may also be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.