Universal Banker (Carytown Branch)

About the role

The Universal Banker delivers a best-in-class customer experience by handling teller transactions, providing sales and service solutions, and building positive customer relationships through needs-based conversations. This role drives proactive sales, educates customers on digital channels, and partners with other lines of business to identify and refer customer needs.

Responsibilities

• Create customer loyalty through needs-based conversations to deliver a differentiated customer experience.
• Develop and maintain knowledge of bank products, services, and other lines of business.
• Demonstrate proficiency in digital channel technology (e.g., Zoom, Appointment Scheduler Tool, DocuSign, GRO, Online Banking, Mobile Banking, ATM Banking) and educate customers on their use.
• Drive proactive sales conversations through internal and external interactions, including outbound calling, service-to-sales, teller interactions, and appointment setting.
• Acquire new customers through prospecting while maintaining and deepening existing customer relationships.
• Identify and close sales opportunities to contribute to personal and branch sales goals.
• Promote branch growth through the development and retention of new and existing customers.
• Partner with other lines of business (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) to identify and refer customer needs.
• Uncover and provide solutions for lending needs.
• Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services.
• Review individual performance via scorecard and adjust to meet sales performance goals.
• Perform teller functions, cash transactions, and balance cash daily.
• Adhere to all applicable laws and regulations, including compliance with BSA/AML Policy and Procedures.
• Manage risk through adherence to policies and procedures, demonstrating sound judgment within established limits.
• Perform complex branch operational duties as assigned.
• Complete all required training successfully.
• Other duties as assigned.

Requirements

• Possess or be able to obtain an NMLS registration.
• High school diploma or equivalent required; associate’s degree preferred.
• Minimum of 1 year of experience in banking or financial services preferred.
• Minimum of 1 year of experience developing customer relationships, achieving sales/production goals, and building referral sources preferred.
• Previous cash handling experience preferred.
• Teller experience strongly preferred.
• Customer service experience required.
• Lending experience preferred.

Skills

• Excellent customer service skills.
• Excellent oral and written communication skills.
• Ability to exercise sound business judgment.
• Proficient computer skills.
• Ability to handle multiple tasks with attention to detail.
• Flexible and able to adapt to change.
• Able to stand for extended periods and lift objects up to 30 pounds.

Benefits

Eligible teammates may participate in a comprehensive benefits package that includes:

• Medical, dental, vision, life insurance, and disability coverage.
• Paid time off.
• Retirement savings through a 401(k) plan.
• Wellness resources and other programs designed to support health and financial well-being, subject to plan terms and eligibility requirements.

Certain positions may also be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.