Universal Banker II

About the role

The Universal Banker ll (UB ll) must have exceptional customer service, sales and relationship building skills while following the bank’s sales process. The UB ll 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.

Responsibilities

• 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.
• Affords assistance to consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank’s policies and procedures.
• Performs consumer lending duties including Home Equity loans.
• Participates in daily/weekly meetings with Bank Manager and assists the Bank Manager with other duties as needed including opening and closing procedures and sales and operational goals.

Requirements

High school graduate or GED. High energy with strong interpersonal oral and written communications skills. Working knowledge of computer software. Works in a team environment while following good judgement, tactfulness and time constraints while maintaining a professional manner.

Qualifications

None specified.

Skills

Exceptional customer service, sales and relationship building skills. Ability to accurately process transactions. Knowledge of computer software. Teamwork and communication skills. Consumer lending duties including Home Equity loans.

Benefits

Not specified.

Pay

Not specified.

Schedule

Full-time. Days and hours vary according to the branch location.