Universal Banker

Essential Duties And Responsibilities

• Performs sales, service, and financial activities with all clients
• Counsels and educates customers about our sales and service delivery options and refers the appropriate products and services matching the clients’ needs based upon the client conversation
• Processes regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly, and accurate manner
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Receives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable items
• Prepares official checks, processes cash advances, accepts loan payments, redeems savings bonds, and scans 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
• Assists Branch Manager with other duties and assignments as requested or necessary

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
• Demonstrates a positive and helpful attitude toward customers and teammates throughout the bank