Universal Banker – Warminster Office

General Duties And Responsibilities

• Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded.
• Takes personal initiative and is a positive example for others to emulate.
• Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
• Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource.
• Opens, closes, and services every type of deposit product, able to take and disburse loans.
• Performs branch functions requiring an in-depth knowledge of branch transactions, including but not limited to performing paying and receiving Financial Service Representative functions, accurately balancing cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc., and ensuring daily office settlement.
• Aids in the training of personnel and may be a member of a committee (i.e. Safety Committee), and trains personnel on the information obtained from attending committee meetings.
• Aids in processes and prepares branch cash and settlement.
• Able to relate to other people beyond giving and receiving instructions.
• Supportive of community through involvement and participation in local volunteer and/or charitable organizations.
• Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.

Required Availability

• Assumes additional job-related duties as requested.

Required Training, Experience, And Education

• Must be proficient in all aspects of job.
• High School diploma or equivalent.
• Complete Universal Banker Certification Checklist and fulfill re-certification requirements annually.
• Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
• Regularly required to stand for prolonged periods of time – all day if necessary.
• Recommendation to be promoted into this position by supervisor or SVP/CBO or EVP/CRO&CBBO.
• Successful in motivating team members in all aspects of QNB's Service Excellence.
• Able to lift and maneuver 25-30-pound coin bags.
• Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.
• Requires strong reading, writing and arithmetic skills.
• Completion of high school, vocational training or equivalent (completion of some college courses preferred but not required).
• Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures.
• Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
• Pennsylvania Notary as needed by the Branch (To be determined by Branch Manager).
• If required, Pennsylvania Notary must be maintained by completing renewal package prior to Notary Expiration.
• Able to solve problems and carry on without supervision.

Preferred Training, Experience, And Education

• Successful completion of Banking Fundamentals and Consumer Lending.
• Other courses may be permitted per discretion of EVP/CRO/CBBO and SVP/CBO.
• Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.