Universal Banker

About the role

The Universal Banker responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers’ needs by processing a variety of financial transactions including but not limited to check cashing, withdrawals, deposits, and loan payments and/or greeting customers, performing customer needs assessment (profiling), opening accounts, cross selling, tele-consulting, developing relationships thru a book of business, and servicing accounts. The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization.

Responsibilities

• Operates a teller window to process all types of banking transactions including deposits, withdrawals, payments, buy/sell cash and cashier’s checks
• Operates at the platform to open accounts and resolve customer service issues
• Provides consistent extraordinary client experience by executing on Spencer’s customer service behaviors
• Researches and resolves all transaction errors that occur and engages management support when needed
• Executes the internal sales process by engaging the customer in conversation during customer platform interaction to identify needs and recommends appropriate products and services
• Engages customer in conversation during the customer transaction to identify needs and refers them to the platform when working at the teller window
• Operates within the confines of the bank’s compliance and operational policy and procedures
• Diligently completes all necessary paperwork such as CTRs, SARs etc… accurately and in a timely manner
• Assists AFCM with end-of-day branch proof tasks including ATM and Vault
• Participates in internal and external branch events as well as local community events
• May be asked to travel & work at other branches in the network
• Presents a professional image
• Provides access to safe deposit boxes
• Opens and/or closes branch with management
• Performs other duties as required

Requirements

• High school diploma or GED
• Minimum of 2 years bank teller and/or platform experience preferred

Benefits

• Holidays
• Vacation
• Health/Dental
• Vision Service Plan
• Short Term Disability
• Long Term Disability
• Life Insurance
• Flexible Spending Accounts
• 401k Savings Plan
• Tuition Reimbursement
• Employee Assistance Program
• Free Employee Checking Account

May be required to work a flexible hourly schedule as requested.