Universal Banker Float

About the role

Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships.

Responsibilities

• Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service.
  • Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks.
  • Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
• Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
  • Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
  • Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
• Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
  • Absorb and deliver excellent client experiences consistently and promptly resolve client issues effectively.
• Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.

Requirements

• High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
• Meet compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
• Able to assist banking center associates with all aspects of daily operations as needed, including audit controls.
• Able to assist banking center management with “on the job training” of new associates.
• Able to stay informed of all operational updates and changes to ensure compliance with all current guidelines.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
• Completion of the DeGarmo Retail Behavioral Assessment is required.