Universal Banker

Essential Functions

• Relationship and Business Development (40%): Process new account transactions, identify unmet customer needs, promote and cross-sell products and services.
• Customer Service (30%): Assist with customer inquiries, provide information on products and services, handle basic customer questions and concerns.
• Branch Operations/Ownership (20%): Record transactions, balance cash, manage inventory, operate bank equipment, ensure compliance with regulations.
• Additional Functions (10%): Work overtime, assist other departments, perform other duties as assigned.

Position Qualifications

• Education: High School Diploma or equivalent. Post-secondary certificate or degree in Accounting, Finance or Business preferred.
• Experience: 1-2 years of experience in banking, insurance, or related field. Previous office experience preferred.
• Licenses and Certifications: None required.

Position Requirements

• Competencies: Accountability, Accuracy, Active Listening, Conceptual Thinking, Data Entry, Detail Oriented, Ethical Conduct, Integrity, Respect.

Physical Requirements

• Sitting: 90%
• Standing: 5%
• Walking: 5%
• Fine Manipulation of Hands: 85%
• Lifting: Daily 10 lbs., Carrying: Daily 10 lbs.
• Pushing/Pulling: Seldom
• Bending/Squatting: Rarely
• Reaching/Overhead: Occasional