Universal Banker

Responsibilities

• Maintains a high level of understanding of all products and services provided by the Bank.
• Maintains a high level of service quality by acknowledging the customer’s presence through a professional greeting and developing an interpersonal relationship built upon an understanding of customer needs.
• Conveys to customers an eagerness/willingness to help.
• Solves problems for customers as required.
• Sells and refers Bank products and services within the guidelines established by the Bank.
• Follows up with prospects by asking for their business.
• Maintains referral documentation and actively participates in sales promotions.
• Counsels customers on the use of Bank products and services.
• Conducts business in a professional manner and maintains a neat and orderly work area.
• Establishes and maintains a good working relationship with all personnel.
• Participates in community projects and organizations as requested.
• Demonstrates a willingness to accept added duties and responsibilities.
• Performs all banking transactions, including opening accounts, checking & savings deposits, IRA’s, business retirement accounts, and various types of payments, in accordance with Bank policy.
• Performs as a teller including performing financial transaction with Bank customers and settlement procedures and balances cash drawer, as needed.
• Understands and adheres to security and compliance policies and procedures.
• Complies with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks.

Requirements

• A high school diploma or equivalent.
• A minimum of two years retail banking experience or retail sales and service experience.
• Strong interpersonal skills.
• Excellent verbal and written communication skills.
• General personal computer knowledge, prior experience banking applications preferred.
• Sales and service oriented personality.
• Available to work Saturdays and evenings on a rotating basis.

Qualifications

The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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. While performing the duties of this job, the employee is regularly required to talk/hear (e.g., communicate or express oneself while exchanging information). This is largely a sedentary role; however, some filing is required. This would require the ability to lift files at least 25 pounds, open filing cabinets, bend or stand on a stool as necessary.

Benefits

Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization. Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class. Leader Bank is an E-Verify® participant.