Universal Banker II
Summary/Objective
The Universal Banker II (UB II) must have exceptional customer service, sales, and relationship-building skills while following the bank’s sales process. The UB II is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will function as a teller as needed.
Essential Functions
- Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders, and credit card advances.
- Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.
- Utilizes the bank’s Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client’s relationship and follow up for future referral opportunities while following the bank’s vision, core competencies, moments of truth, and sales process.
- Assists consumer and commercial customers with all account needs and other customer-related matters, including opening and closing accounts, forgery affidavits, and stop payment orders, while following the bank’s policies and procedures.
- Performs consumer lending duties, including Home Equity loans.
- Participates in daily/weekly meetings with the Bank Manager and assists the Bank Manager with other duties as needed, including opening and closing procedures and sales and operational goals.
Work Environment
This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators, and scanners.
Physical Demands
- Prolonged periods working at a desk.
- Must be able to transport up to 30 pounds at a time.
- May need to stand for long periods of time.
- Occasional bending, stooping, and stretching.
- Must be able to assist customers throughout the branch.
Position Type/Expected Hours
This is a full-time position. Days and hours vary according to the branch location.
Travel
Infrequent travel is expected for training for this position, including overnight stays.
Required Education, Experience, and Skills
- High school graduate or GED.
- High energy with strong interpersonal, verbal, and written communication skills.
- Working knowledge of computer software.
- Work in a team environment while following good judgment, tactfulness, and time constraints, while maintaining professionalism.
Preferred Education and Experience
- Post High School Education or 2 years of related experience.
- Banking experience.