Universal Banker II

Responsibilities

• Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
• Abides by company service standards, including greeting customers and making them feel welcome at First Mid Bank & Trust.
• Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier’s checks, and additional transactions upon request.
• Gain manager assistance with any suspicious transactions. Obtain management approval for transactions outside authorized limits.
• Adheres to all bank compliance, security and operational policies and procedures as well as financial loss standards.
• Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties.
• Independently opens personal and commercial customer account relationships displaying full knowledge of products and system.
• Opens deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc.
• Performs changes to existing accounts as requested by the customer.
• Proven ability to proficiently originate consumer loan applications independently.
• Ability to train Tellers or other Universal Bankers on sales and operational duties associated with role.
• Proactively looks for ways to improve processes that will improve the customer’s experience and communicate those ideas to branch management.
• If applicable, allows entry of safe deposit box holders.
• Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook.
• Maintains customer confidentiality.
• May participate in bank promotions, external community events, and promotional activities.
• Completes other specified duties as assigned.

Qualifications

• High School Diploma/GED required.
• 2+ years' experience working in a sales and goal-based environment.
• 1+ year of banking and/or consumer lending experience.
• Previous sales experience preferred.
• Successfully completes required compliance and First Mid training curriculum to be proficient in the account opening process.

Skills

• Knowledge of banking practices and regulations.
• Proficient in usage of Microsoft Office and computer application.

Total Rewards

• Competitive health, dental & vision coverage with HSA match.
• 401(k) with employer match + Employee Stock Purchase Plan.
• Generous PTO, paid holidays & parental leave.
• Tuition reimbursement & performance-based bonuses.