Universal Banker

About the role

The Universal Banker at Servbank is responsible for opening new accounts, maintaining existing accounts, cross-selling bank products and services, and providing quality customer service to further customer relations.

Key Responsibilities

• Mets and greets customers.
• Performs daily teller tasks consisting of accepting deposits, loan payments, cashing checks, and other monetary transactions.
• Opens and processes new accounts, including personal and commercial checking accounts, money market accounts, savings accounts, certificates of deposit, IRAs, and HSAs.
• Discovers the financial needs of each customer and offers appropriate bank products and services.
• Cross-sells the bank’s services and products.
• Researches and answers customer inquiries; quotes products and rates.
• Researches and verifies account information and resolves problems for customers as necessary.
• Administers IRAs for the institution.
• May accept customer paperwork for loan products with proper NMLS licensing.

Requirements

• Experience: Minimum of 1-3 years of experience in banking preferred.
• Educational Requirement: High school diploma or equivalent.
• Skills: Strong attention to detail and accuracy. Excellent communication and customer service skills. Interpersonal skills to represent Servbank in a positive way.

Working Conditions

Full-time position with standard business hours.