Universal Banker II

Position Overview

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager.

Key Responsibilities

• Learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.
• Effectively learn the most current branch technology and can encourage clients to use the technology offered.
• Learn to introduce clients to the available technology and educate them on the ease of usage.
• Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
• Identify clients with additional profit potential and develop action plans to expand these relationships.
• Actively participate in ongoing training and regular sales meetings.
• Understand partner's roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our clients and prospects.
• Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications.
• Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
• Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.
• Aids in the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.
• Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service.
• Strive to provide exemplary service by anticipating client needs when promoting the bank's products and services.

Key Behavioral Expectations

• Operate with agility and adaptability, responding effectively to changing priorities and business needs.
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow.
• Utilize AI and technology tools responsibly to enhance productivity and decision-making.
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results.
• Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction.

Qualifications

• High School diploma, GED or equivalent required.
• Must be flexible to work within our banking hours: M, T, W, F from 8:30am to 5pm, Th from 8:30am to 6pm, Sat from 8:30am to 12pm.
• Customer experience in Retail or Hospitality preferred, Banking experience a plus.
• Ability to go the extra mile to fulfill a client's needs.
• Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment.
• Willing to grow and work in an environment where feedback is willingly given and received.
• Proactively takes initiative to improve customer experience and team efficiency.
• Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization.
• Possesses intellectual curiosity to learn the Bank's products, procedures and services.
• Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations.
• Willing to dress and behave in a professional manner.

Required

• Maintain customer files.
• Notary Public commission.
• Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients.

Benefits Overview

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $41,556 to $48,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.