Universal Banker

What You’ll Contribute as the Universal Banker

• Embody our mission and business principles and keep your customers coming back for more.
• Expertly answer customer questions, liaising with other teams/departments, if necessary.
• Strive to be embedded in the communities we serve.

Service Is Your Top Priority

• Prioritize accuracy and efficiency with your teller transactions.
• Deepen product knowledge and resourcefulness.
• Conduct teller transactions with ease.
• Absorb responsibilities for vault duties.
• Commitment to white-glove service.
• Provide tailored solutions through consultative sales.

Sales Is In Your Nature

• Passionately promote and cross-sell our bank products and services.
• Effortlessly balance customer needs with your natural drive to sell.

Value Processes and Procedures

• Embrace banking as a highly regulated environment that relies on processes and procedures.
• Ensure the safety and integrity of sensitive customer data – and their money.
• Stay sharp on security protocols and emergency procedures, diligently complying with the Bank Secrecy Act (BSA).
• Ensure successful audit results with every customer interaction and task.

Support Your Branch

• See yourself as one part of the entire branch.
• Offer help where help is needed and you are always eager to learn and do more.
• Support branch opening and closing routines, actively participate in branch and staff meetings, and proactively support the overall growth and smooth operations of your branch.

Champion Our Mission

• Embody a commitment to environmental, social, economic, and racial justice.
• Apply curiosity and interest in our core values and pursue education related to sustainability practices.
• Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
• Recognize the importance of protecting the organization and our customers.
• Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
• Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.