Universal Banker
Essential Functions
- Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
- Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
- Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
- Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.
- Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.
- Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
- Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
- Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
- Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
Qualifications
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education: High School Diploma or equivalent preferred
- Work Experience: Less than one year Banking and/or retail experience Or Less than one year Sales experience or Customer Service experience preferred
- General Employee Knowledge, Skills, And Abilities: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
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