Universal Banker

About the Role

The Universal Banker (UB) must have exceptional customer service, sales, and relationship-building skills while following the bank’s sales process. The UB is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will primarily function as a teller.

Responsibilities

• Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders, and credit card advances.
• Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.
• Assists with any other duties assigned, which may include maintaining the vault or ATM and preparing daily reports.
• Utilizes the bank’s Customer Relationship Management (CRM) software program for documenting financial information to build and maintain client relationships and follow-up for future referral opportunities while following the bank’s vision, core competencies, moments of truth, and sales process.
• Assists consumer and commercial customers with all account needs and other customer-related matters, including opening and closing accounts, forgery affidavits, and stop payment orders while following the bank’s policies and procedures.

Work Environment

This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators, and scanners.

Physical Demands

• Prolonged periods working at a desk.
• Must be able to transport up to 30 pounds at a time.
• May need to stand for long periods of time.
• Occasional bending, stooping, and stretching.
• Must be able to assist customers throughout the branch.

Schedule

This is a full-time position. Days and hours vary according to the branch location.

Travel

Infrequent travel is expected for training for this position, including overnight stays.

Requirements

• High school graduate or GED.
• High energy with strong interpersonal verbal and written communication skills.
• Working knowledge of computer software.
• Ability to work in a team environment while following good judgment, tactfulness, and time constraints while maintaining a professional manner.

Preferred Qualifications

• Post-high school education or 2 years of related experience.
• Banking experience.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position has no supervisory responsibilities.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.