Universal Banker / Forest / 1520

About the role

A client advocate who provides excellent service to bank clients by conducting appropriate transactions within the New Accounts and Teller platforms. Meet the needs of clients through a hands-on approach to service, as well as facilitating referrals to other departments or employees when necessary.

Responsibilities

• Provide service to bank clients by conducting appropriate transactions and meeting the needs of clients by referring them to appropriate departments;
• Process all new account transactions;
• Aid clients in their selection of various accounts and services;
• Cross-sell the bank's products and services;
• Open, maintain, and close all account types;
• Ensure complete client understanding of rates and FDIC insurance for depository accounts;
• Aid with questions or concerns regarding accounts, products, services or transactions;
• Aid with additional services and products such as online banking, mobile banking, remote deposit capture, ATM and debit cards, etc.;
• Perform traditional teller functions by accurately processing checking and savings deposits, withdrawals, loan payments, cash advances, etc.;
• Answer basic client inquiries regarding service charges and account histories while complying with disclosure requirements;
• Perform additional teller functions - buying and selling currency as needed, balancing vault/drawer, maintaining currency logs and target cash;
• Keep informed of changes in bank services and procedures in order to be effective in meeting client needs in a friendly, accurate, and fast manner;
• Open, maintain and utilize a TCB account, as well as other deposit services that are offered by the bank (online banking, debit card, TCB App, phone teller, etc.) to better service the client with regard to questions on these products;
• Performs all job functions in compliance with the requirements of banking laws and regulations;
• Performs other duties as required by supervisory personnel.

Requirements

1 - 3 years experience as a Universal Banker, CSR/New Accounts or similar position.

Exceptional verbal and written communication skills.

Exceptional customer service skills/background.

Knowledge and use of Microsoft Office and other PC applications.

High School or GED Equivalent.