UNIVERSAL BANKER

Primary Responsibilities And Accountabilities

• Performs teller duties, both routine and complex accurately and professionally.
• Handles all face-to-face transactions.
• Opens new accounts, edits accounts, and closes customer accounts when necessary.
• Cross sells and/or refers Bank products and services to specific customers through needs identification, maximizing profitable relationship.
• Interacts with customers to identify their needs. Works with appropriate areas of the Bank to refer customers.
• Maintains adequate cash and/or cash drawer limits as required by Bank policy.
• Provides outstanding customer service for all types of customer inquiries and transactions.
• Opens night deposit vault and ensures contents are processed using dual control at all times.
• Balances ATM, replenishes cash supply, and ensures ATM is working.
• Supports branch operations by scanning and operating the proof machine as needed.
• Rents/grants access to safe deposit boxes. Verifies access authority against safe deposit contracts for each request exercising prescribed controls.
• Checks booth or conference room after each use.
• Accepts and processes payments for new boxes, renewals, drilling fees, and lost key fees.
• Inputs safe deposit information to manual and computer system according to established procedures.
• Purges files as appropriate.

Role Qualifications

• High school diploma.
• Experience in cash handling and/or customer service, 1 to 3 years preferred, but not required.

Performance Measures

• Mets or exceeds annual goals as pre-established by immediate supervisor.
• Effectiveness of communications and development of good working relationships with co-workers and customers.
• Maintains confidentiality of customer account information.
• Fulfills established policies and procedures in responding to inquiries and requests.
• Cross sells additional products/services based on customer profile and customer need.
• Willingly participates in bank training, including sales and service training.
• Complies with all regulations related to job duties.

Perks Of Working With Us

• Competitive wage.
• Year-end bonuses.
• Discretionary profit share.
• CD contribution.
• 3% safe harbor contribution to 401k.
• Comprehensive benefits package.
• Free Neighborhood Family Clinic access.
• Family-oriented culture and teams.
• Community involvement and Volunteer PTO.
• Bank-sponsored get-togethers outside of work.
• All-staff training and celebration days.