Universal Banker

About the role

Universal Bankers assist existing and potential Bank customers with products and services. This key sales and service role generates new business and strengthens household relationships by selling the benefits of CoreFirst products and services to prospective and existing customers.

Responsibilities

• Illustrates and sells the benefits of CoreFirst products and services to prospective and current customers to generate new business and strengthen existing household relationships.
• Refers customers to appropriate Bank personnel.
• Affords assistance to existing Bank customers with their financial needs, from start to finish whenever possible, by listening and asking appropriate questions.
• Includes, but is not limited to, answering customers' questions, performing account maintenance, investigating and correcting errors according to customer and bank records, and informing customers of bank processes and procedures.
• Performs additional work necessary to achieve branch sales goals.
• Supports the operational functionality of the branch by opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and responding to and appropriately resolving external customer escalations regarding Bank sales and services.
• Compiles sales and service reporting to report achievements toward goals.
• Compiles information and enters this data into software programs or spreadsheets, accurately and according to processes and procedures.

Requirements

One (1) year of customer service experience, including cash handling
One (1) year of banking experience strongly preferred
Six (6) months of sales experience preferred

Qualifications

High School Diploma or equivalent required, some college Preferred

Skills & Abilities

• Courtesy, customer service, and tact are essential elements of the job.
• Work involves much personal contact with others inside and outside the Bank for purposes of giving or obtaining information, influencing others with ideas, building relationships, or soliciting cooperation.
• Ability to relate to and empathize with different personalities, while being resolution-oriented and solutions-oriented.

Benefits

• Compensation & Benefits Pay Range: Wage $24.60 Hourly
  Bonus/Commission Eligibility: Yes
  Commercial Loan Processing Incentive
• Benefits Include
  Health & Wellness Medical, dental, and vision insurance with employer contributions;
  employer-paid life and disability coverage;
  employee assistance program (EAP).
• Retail: 401(k) plan with company match of up to 3% and an additional 50% of the next 2% of the pay you contribute
• Paid Time Off Hours of PTO earned each pay period 5.34 hours (approximately 16 days) and up to 11 paid holidays.
• Family Support Dependent care FSA.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable Individuals With Disabilities To Perform The Essential Functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk, and sit. Some light physical effort is required.

Travel

The role may involve local travel during the business day.