Floating Universal Banker

QNB Bank•Quakertown, PA

About The Position

The Floating Universal Banker represents the bank courteously and professionally, providing prompt, efficient, and accurate service while processing financial transactions. The role involves cross-selling bank services when appropriate, referring customers to suitable business partners, and complying with applicable laws, security measures, regulatory requirements, and organizational policies and procedures. The banker travels among branches within QNB market areas to assist branch staff as needed. The position supports customer relationships through consultative service and sales, evaluates customer needs, and serves deposit products and loans. It also performs a range of branch operations, including teller functions, cash drawer or Teller Cash Recycler balancing, ATM and vault settlement, and preparation of branch cash and settlement. The role may include daily office settlement, assisting with staff training, and participation in committees. Availability is required during all operating branch hours, including weekends.

Requirements

  • Be proficient in all aspects of the job.
  • High school diploma or equivalent.
  • Complete the Universal Banker Certification Checklist.
  • Have interpersonal skills to represent the bank positively when working with internal and external customers.
  • Be regularly able to stand for prolonged periods, potentially all day.
  • Receive a recommendation for promotion to this position from a supervisor, SVP/CBO, or EVP/CRO&CBBO.
  • Demonstrate success motivating team members in QNB's Service Excellence.
  • Be able to lift and maneuver coin bags weighing 25–30 pounds.
  • Have communication skills that support QNB's sales efforts, including identifying and fulfilling customers' current and future needs.
  • Have strong reading, writing, and arithmetic skills; high school, vocational training, or equivalent completion is required.
  • Comply with government regulations, QNB policy, and established procedures for operations and security.
  • Comply with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations; continued employment is contingent on meeting requirements, including acceptable background investigation results.
  • Fulfill annual recertification of Universal Banker I requirements.
  • Have a Pennsylvania notary qualification.
  • Be able to solve problems and continue working without supervision.

Nice To Haves

  • Successful completion of Banking Fundamentals and Consumer Lending; other courses may be permitted at the discretion of the EVP/CRO/CBBO and SVP/CBO.
  • Strong product knowledge and the ability to actively champion and coach Q2 Sales and Service, referrals, and product campaigns.
  • Completion of some college courses is preferred but not required.

Responsibilities

  • Model Q2 Service and Sales programs, work toward established goals and quality standards, and set a positive example through personal initiative.
  • Represent QNB courteously, confidentially, and professionally while providing prompt, efficient, and accurate transaction service through consultative selling and cross-selling.
  • Evaluate customer needs using open-ended questions and refer customers to appropriate resources.
  • Open, close, and service all types of deposit products and take and disburse loans.
  • Perform branch functions requiring in-depth knowledge of branch transactions, including paying and receiving Financial Service Representative functions, balancing a cash drawer and/or Teller Cash Recycler, and handling ATM and vault settlement.
  • May ensure daily office settlement.
  • Assist with personnel training and may participate in a committee, such as a Safety Committee, and train personnel on information obtained at committee meetings.
  • Assist with processing and preparing branch cash and settlement.
  • Relate effectively to other people beyond giving and receiving instructions.
  • Support the community through involvement in local volunteer and/or charitable organizations.
  • Complete assigned compliance training on time and apply the training to job duties.
  • Be available during all operating branch hours, including weekends.
  • Perform additional job-related duties as requested.
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