Universal Banker

Essential Duties & Responsibilities

• Perform duties and apply full working knowledge of teller and lead teller positions, assisting those positions as needed, and answering inquiries regarding products and services.
• Open and process new account documentation in accordance with Association policies.
• Assess customer needs and make recommendations for product and services based on findings.
• Research and prepare savings Verifications of Deposits in a timely manner.
• Prepare savings account loan documentation and assigned savings.
• Perform notary services.
• Act as an Association check signer.
• May balance and replenish ATM daily, accurately and under dual control.
• Follow all Association policies and procedures.

Requirements

• Excellent public and customer relations skills to effectively communicate with internal and external customers, determine their needs, and maintain confidence.
• Exceptional written and verbal communication skills including the ability to clearly communicate and explain complex banking regulations and documents.
• Work with supervisors and fellow employees in a positive manner conducive to a team effort.
• Exercise customer confidentiality and discretionary judgment.
• Demonstrated ability to accurately handle cash and numerical transactions.
• Read, write, speak, and understand English well.
• Strong organizational skills and ability to prioritize tasks.
• Basic PC and Microsoft Office skills, with ability to learn new software.
• Work well under pressure and in a fast-paced environment.
• Maintain a working knowledge of applicable Association Policies and Federal Regulations.
• Bilingual English / Spanish beneficial.
• Smart phone necessary for application 2 factor authentication.

Qualifications

• High school diploma, GED or equivalent skills.
• Experience in the financial industry and/or teller experience.
• Prior customer service and cash handling experience.
• Must be bondable.

Physical Demands & Work Environment/Conditions

• Duties are performed in usual office conditions.
• Ability to operate standard office equipment including personal computer, standard keyboard, 10-key calculator and work a standard shift with repetitive wrist and hand movements.
• Ability to talk and hear.
• Ability to stand or sit for extended periods of time.
• Occasionally lift, move, or carry items up to 15 lbs.
• Ability to concentrate on the matter at hand, under sometimes distracting work conditions.