Universal Banker

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES

• Interacts with customers in a courteous, professional, and friendly manner to identify their needs.
• Provides the products needed for the customer or cross-sells to the appropriate areas of the bank to identify solutions for those needs.
• Proficient in all teller duties and provides customer service in the teller line when
• Responsible for IRA distributions, sales, and
• Must stay abreast of changes by attending IRA sessions.
• Processes debit card requests – activates, closes, deletes, hot cards, researches customer issues, and reviews.
• Connects customers to Internet Banking and other Retail Technological Products and assists with related banking issues.
• Maintains risk related files including dormant, negative, and write off accounts, and Money Service Business, Cash Management, Merchant Source Capture, and Consumer Source Capture customers.

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES

• Develops relationships with other bank employees to enhance teamwork.
• Represents Bank at various civic and community events.
• Participates in Retail meetings, adheres to compliance procedures and participates in required training.
• Other duties as may be assigned.

TASKS AND DUTIES

• Develops relationships with other bank employees to enhance teamwork.
• Represents Bank at various civic and community events.
• Participates in Retail meetings, adheres to compliance procedures and participates in required training.
• Other duties as may be assigned.

ROLE QUALIFICATIONS

• Education: High School Diploma or the equivalent required.
• Experience: Prefer customer service and/or retail cashier experience. Prior banking experience helpful.
• Other Skills And Abilities: Strong communication skills, Customer service focused, Maintains confidentiality of customer information, Resourceful, well organized and ability to multitask, Effective problem-solving and decision-making skills, Strong attention to detail, Strong ethical focus.

PFORMANCE MEASURES

• Mets or exceeds annual goals as pre-established by immediate supervisor.
• Compliance with regulatory requirements.
• Mets all sales and growth goals.
• Balances efficiently and accurately, with quarterly offages less than 3.
• Achieves a minimum of 3 referrals quarterly.

WORKING CONDITIONS

• Work is performed largely within the Bank with limited chance for personal injury.
• Prolonged and frequent mental and visual concentration required.
• Periodic stressful situations in response to multiple priorities within established deadlines.
• Work hours are generally during normal business hours.
• Scheduled evening and weekend work may be needed to meet the needs of customers and employees.
• Occasional out-of-town and overnight business travel may be required.
• Work on some Saturdays will be required.
• Must be able to lift and move up to 20 pounds of office supplies and equipment.
• Some bending, turning, and twisting required.