Universal Banker

About the role

As a Brentwood Bank Universal Banker, you are our customers’ front-line relationship banker responsible for delivering personalized, friendly service while helping our customers with all their financial service needs. The Universal Banker is responsible for establishing, developing, and retaining strong customer relationships; identifying and promoting additional bank products and services; accurately and courteously processing customer transactions; and maintaining accurate cash and transaction records. In addition, this role will act as a resource in identifying and resolving customer service issues through conversation with customers by listening to uncover financial needs and transition customers to Personal Bankers to further assist with their financial goals.

Responsibilities

• Welcome every customer as they enter the branch; acknowledge by name, if known.
• Build relationships and provide outstanding customer service to all Bank customers while performing account transactions.
• Create superior and meaningful client-driven experience for each customer or potential customer.
• Coordinate internal and external customer service with other bank employees and departments.
• Take ownership of customer issues and personally guide customers through all interactions with the bank.
• Engage branch management when needed and provide full solutions for customers.
• Through conversation, listen to clues for financial opportunities during customer conversations, and then appropriately transition the customer to a Personal Banker.
• Understand and actively participate in attaining branch sales goals and objectives.
• Process customer deposits/withdrawals (including night bags), process loan payments, and cash checks.
• Actively promote bank and related products and services to customers and future customers.
• Review and maintain knowledge of products, fees, and policies to stay current with all Bank offerings.
• Comply with all Federal/State banking regulations and all bank operating and security policies and procedures.
• Maintain and accurately balance your teller cash drawer. Verify totals to generate proof sheet. Accurately balance transit and on-us checks and processes via Branch Capture.
• Assist in balancing the ATM/ITM and Main Cash Vault when applicable. Report any discrepancies to the supervisor, as necessary.
• Maintain daily work in good order.
• Safeguard confidential customer information.
• Promote a positive image of Brentwood Bank in the community through involvement in community events and other bank functions.

Requirements

• High school diploma, GED, or equivalent experience.
• One year of experience in a customer-facing role.
• Demonstrated superior customer service, sales, and interpersonal skills.
• Excellent organizational and time management/prioritization skills.
• Excellent computer skills.

Physical Requirements

• Prolonged standing (3–8 hours per day).
• Frequent use of hands to manipulate/grasp objects.
• Ability to communicate face to face and on the phone with clients.
• Occasional bending and lifting from floor height.
• Frequent forward reach.
• Frequent lifting of 1–10 lbs; occasional lifting of up to 50 lbs.
• Ability to see and read fine print and distinguish and count currency.

Schedule

• Job will require working evenings and Saturdays.
• Job may require local travel between branches or offsite travel for training.

Benefits

• Broad range of benefits to support wellness for individuals and families.
• Commitment to a diverse, equitable, and inclusive culture.
• Opportunities to build new skills, take on leadership roles, and grow through mentorship and formal development programs.