Universal Banker
About the role
The Universal Banker is responsible for opening new accounts, maintaining existing accounts, cross-selling bank products and services, and providing quality customer service to further customer relations. Servbank, founded in 1994, is a banking institution with local roots and national reach. Built on community-orientation, it ensures a human touch. With the addition of Iroquois Federal (founded 1883), they combine over a century of relationship-based banking with innovative, technology-driven solutions, serving individuals, businesses, and communities.
Responsibilities
- Meets 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.
Education: 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: Office environment. Full-time position with standard business hours.