Universal Banker

Essential Duties And Responsibilities

• Performs sales, service, and financial activities with all clients
• Conducts and completes client conversations with each client to identify financial needs and potential financial solutions
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Processes regular transactions, including receiving and paying out money, keeping records of money and negotiable instruments involved in financial transactions, and examining checks for endorsement and negotiability
• Performs special tasks such as preparing official checks, processing cash advances, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy
• Provides safe deposit box accounting support
• Generates new business to assist in meeting branch and individual sales, service, and referral goals

Compliance

• Adheres to and completes all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties to the bank
• Responsible for maintaining a working knowledge of all compliance regulations pertinent to assigned duties by successful completion of any courses assigned on a timely basis