Universal Banker (I, II, or Sr.)

About the Role

As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. You will build deep, meaningful relationships through active discovery conversations that contribute to the overall success and growth of the branch. This role involves modeling and ensuring a collaborative and supportive culture within the branch team and with interdepartmental contacts, while resolving branch-related operational issues efficiently and accurately.

Responsibilities

• Provides on-site Branch Operations Supervisor coverage for various branch locations as assigned.
• Actively engages in immediate customer acknowledgment, meeting, and greeting customers.
• Adheres to established customer service standards and provides a differentiated experience through meaningful, sincere conversations.
• Delivers exceptional service to resolve account service issues and respond to customer inquiries promptly and effectively.
• Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.
• Meets or exceeds personal sales goals for all banking products and services offered.
• Utilizes the Discovery Guide to uncover new opportunities and recommend appropriate solutions.
• Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships.
• Ensures accurate and timely documentation of activities and follow-up opportunities in banking systems.
• Educates customers on alternative delivery channels, including digital banking.
• Enhances knowledge of both new and existing products and services through active use of sales tools and training materials.
• Processes an array of banking transactions, including new account opening, lending, and referrals to other business lines.
• Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining records in daily cash balancing.
• Adheres to applicable compliance, operational risk controls, and regulatory standards.
• Complies with Liberty Bank policies, standards, and operational controls to ensure the safety and security of customer and bank assets.
• Volunteers for special projects within the scope of job responsibilities.
• Participates in community events and establishes relationships for the benefit of the bank.
• Completes other related duties as assigned.

Requirements

• College degree or equivalent work experience preferred.
• Minimum of 6 months of Retail Banking or equivalent Sales experience.
• Proficient computer skills, including Microsoft Word, Excel, Outlook, and other related applications.
• Strong verbal and written communication skills.
• Ability to effectively ask questions and identify needs to enhance customer relationships.
• Attention to detail and ability to execute accurately on a variety of policies and procedures.
• Ability to take initiative and work independently.
• Ability to make sound decisions, balancing risk and delivering a superior customer experience.
• Ability to develop and foster a positive team/work environment.
• Ability to proactively plan the day to contribute to the overall success of branch sales and operations.
• Availability to work weekends and/or extended hours as required.
• This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

Physical Requirements

• Use of general office equipment and keyboard dexterity.
• Lifting/carrying up to 25 lbs.
• Ability to travel.