Universal Banker

Primary Responsibilities

• Provides exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel.
• Provides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer’s financial needs are met.
• Serve customers in opening new accounts, updating current accounts and closing accounts including but not limited to checking, savings, CDs, safe deposit boxes, and IRAs.
• Maintains strong product and sales knowledge and champions core service values.
• Processes regular Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, cashing checks, verify currency, balancing cash drawer, correct discrepancies and make necessary adjustments.
• Facilitate IRA creation, rollovers, transfers, distributions, and account closing.

Desired Skills & Experience

• A high school diploma or equivalent experience.
• 1-2 years of related experience.
• Teller and Customer Service Representative experience with the ability to influence Customers.
• Ability to schedule and prioritize work.
• Basic knowledge of Excel and Word.
• Completes online regulatory training requirements.
• Notary License preferred.
• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
• The ability to make sound decisions. This may include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
• Strong communication skills including excellent phone etiquette.