About the position
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client’s needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes.
Responsibilities
- Enthusiastically greet clients and engage in conversation.
- Move throughout the lobby to interact with clients and serve them.
- Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations.
- Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients.
- Deliver the WOW experience to clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction.
- Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality.
- Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration.
- Seek opportunities to support volunteerism in the local community’s awareness events, increase the bank’s outreach, and develop new business.
- Explore and educate clients on alternative digital channels of delivery, products, and services.
- Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level.
- Enforce associate policies, procedures, and client service standards.
- Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond.
Requirements
- High school diploma or general education degree (GED) is required, with related experience and secondary education preferred.
- Ability to read, comprehend, and interpret documents.
- Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups.
- Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use.
- Ability to add, subtract, multiply, and divide in all units of measure.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Ability to lift or move 25lbs on occasion.
Benefits
- Medical, Dental, Vision & Life Insurance
- 401K with company match and profit-sharing program
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
