Universal Banker (Personal Banker) - McCully Branch

About the role

Universal Bankers are responsible for performing sales, servicing, and operational functions in a branch environment. They assist in managing an assigned portfolio of High Value Clients (HVC) to build and retain customer relationships. This includes identifying potential customer banking needs, cross-selling other bank products and services, and referring customers to specialists as appropriate.

Responsibilities

• Meet assigned operational, cross-sale, and referral goals.
• Participate and support the branch management team with ongoing coaching and development activities.
• Open all types of consumer and business deposit and loan products.
• Absorb and analyze tax returns and financial statements.
• Participate in branch or bank-wide campaigns.
• Actively cross-sell and refer customers to the appropriate business partners.
• Achieve all individual/branch goals as assigned, which may include deposit, loan, and portfolio growth goals; revenue & risk management targets.

Requirements

• Manage a portfolio of HVC customers to build and retain customer relationships.
• Manage risk and take prompt action in event of discovery of any loss or irregularities.
• Operate standard office equipment, including phone, personal computer, copier, etc.
• Perform various transactions including deposits, withdrawals, payments, cash advances, U.S. Savings Bonds applications/redemptions, check cashing, placing stops, cautions & holds, foreign currency exchange, and balancing teller cash on a daily basis.
• Purchase and sell cash to/from vault, assist in the replenishment of cash dispensers.

Qualifications

• Education: A high school diploma or equivalent is required for UB I positions. A bachelor’s degree from an accredited university is required for UB II positions.
• Experience: 1+ year(s) of demonstrated success in sales and customer service for UB I positions. 2+ years of branch/bank operations experience and sales of retail financial products are required for UB II positions.
• Licenses and Certifications: Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required for Mortgage Loan Originators (MLO) roles. A Notary Public commission is preferred.

Skills

• Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership.
• Demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented, and Thoroughness.

Benefits

Includes a drug-free workplace policy and pre-employment substance abuse testing.

Pay

Details of pay structure are not specified in the job posting.

Schedule

Details of work schedule are not specified in the job posting.