Universal Banker

Primary Purpose Of Position

This position must exemplify our retail mindset by understanding our clients’ needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients’ needs on their terms.

Primary Responsibilities

• Become proficient in all bank products, programs, and services in order to provide our customers the best service possible.
• Able to understand client's financial needs and make appropriate product recommendations and referrals.
• Mets or exceeds individual goals while supporting goals of the banking center.
• Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, and issues debit cards.
• Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
• Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism.

Qualifications

• Previous banking experience preferred.
• High school diploma or equivalent.
• Bilingual in English and Spanish preferred.
• Strong analytical and problem-solving skills.
• Excellent communication skills both verbal and written.
• Detail-oriented.
• Positive retail mindset.
• Ability to manage multiple priorities under time constraints.