Universal Banker III

About the role

The Universal Banker III plays a crucial role in delivering exceptional customer service while providing a wide range of banking solutions to clients. This position manages customer relationships, understands their financial needs, and offers tailored bank products and services to enhance their banking experience.

Responsibilities

• Meet with customers and non-customers to open all types of savings, checking, and certificate of deposit accounts, based on discovery of the customer needs.
• Excellence in product knowledge, sales, and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.
• Opens, closes, and renews all types of savings, certificate of deposit and checking products.
• Provides exceptional service in handling clients in person or on the telephone.
• Engage with customers to assess their banking needs and provide appropriate solutions.
• Process various banking transactions, including deposits, withdrawals, and loan applications.
• Open and maintain customer accounts, ensuring compliance with regulatory requirements.
• Resolve customer inquiries and issues promptly, providing a high level of service.
• Collaborate with branch staff to achieve branch goals and enhance customer satisfaction.

Requirements/Qualifications

• Minimum 3 years of experience as an operation specialist in bank operations required.
• Retail sales and service experience, including cash handling is a plus.
• Working knowledge of computers, related business programs and online banking systems.
• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
• Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Be able to handle large amounts of cash.
• While performing the duties of this job, the employee is regularly required to sit, use hands and fingers to handle or feel; reach with hands and arms, and talk and hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 20 pounds.
• Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Company Benefits & Perks

• Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
• Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
• Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
• 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
• Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
• Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
• Company Paid Lunch: Open Bank provides company paid lunch twice a week.

Contact Information

To view current job openings, please visit Open Bank Careers Page: https://myopenbank.com/about/