Universal Banker 3

Duties And Responsibilities

Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.

Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.

As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints.

Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals.

Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability).

Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary.

Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system.

May float to other bank branches as needed.

Acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations.

Qualifications And Skills

• 3-5 Years of banking experience is required. Experience must include cash handling and customer service.
• Experience as a supervisor, mentor or team leader is required.
• Strong understanding of banking laws and regulations is required.
• Notary Public is required.
• NMLS number is required.
• High School Diploma or equivalent is required.
• Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
• Cleartouch, Nautilus, various government and investor software/web portals is preferred.
• CRM is preferred.
• Driver's license is required.

Physical Environment

While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.

The employee must occasionally lift and/or move up to 25 pounds.

The noise level in the work environment is usually quiet to moderate.

This position is performed in a retail bank setting.

Employee must be able to work days and hours that branch is open including weekends and overtime as needed.