Universal Banker

Essential Functions

• 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 the client’s relationship and follow-up for future referral opportunities while following the bank’s vision, core competencies, moments of truth and sales process.
• Affords assistance to consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank’s policies and procedures.

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 branch.