Universal Banker II - Conshohocken

Duties and Responsibilities

• Greet customers with a warm and friendly smile, creating a welcoming atmosphere.
• Provide service to customers in a timely and professional manner.
• Expand the customer base through consultative sales techniques.
• Perform all tasks associated with the direct handling of funds received or paid to customers.
• Operate a Universal Banker terminal.
• Cross-sell Bank products.
• Process customer and Bank transactions efficiently and accurately.
• Handle large sums of cash and maintain assigned limits.
• Cash settlement.
• Additional responsibilities in support of branch leadership and goals.
• Support team members and other departments to ensure seamless integration of services.
• Attend quarterly Job Family meetings in corporate headquarters.
• Adhere to banking regulations and compliance standards.
• Embrace a culture of continuous improvement.
• Proactively resolve all customer issues.
• Build relationships and sell consumer credit products with an NMLS license.
• Report on teller differences daily.
• Verify cash shipments, conduct teller, vault and ATM audits as needed.
• Comply with all opening and closing procedures.

Qualifications

• High School diploma or equivalent.
• Additional education in finance or related field a plus.
• Minimum of two years of face-to-face customer service experience, preferably in a banking or retail environment with cash handling experience.
• PC Literacy.
• Experience with Sales force or comparable Customer Relationship Management system a plus.
• Ability to navigate multiple software applications.
• NMLS or Notary a plus.
• Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred.
• Knowledge of banking regulations and compliance standards preferred.
• Knowledgeable of Bank products such as Mortgages, Auto Loans, Home Equity.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
• Detail-oriented with excellent organizational and multitasking abilities.
• Excellent judgment, decision, and problem-solving skills.
• Able to maintain confidentiality, use tact and diplomacy.
• Able to adapt to changing priorities and work effectively in a fast-paced environment.
• Positive attitude, with a genuine passion for helping others and providing exceptional customer service.
• Commitment to personal and professional growth, with a desire to learn and develop new skills.
• Professional demeanor and appearance, reflecting our bank's commitment to excellence.