Universal Banker

ESSENTIAL JOB RESPONSIBILITIES

• Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
• Perform transfers, loan payments, and wire transactions.
• Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
• Open business accounts and support Treasury Management products and services implementation.
• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.
• Accurately assist customers with processing transactions.
• Maintain current knowledge and follow all bank financial and security regulations and procedures.

SPECIFIC DUTIES AND RESPONSIBILITIES

• Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.
• Financial: Familiarity with financial terms and practices; mathematical calculations.