Lead Universal Banker / Teller - Westerville, OH
About The Position
Summary of Lead Universal Banker: The Lead Universal banker provides exceptional customer service to new, potential and existing customers. A friendly and professional demeanor is expected. Primary responsibilities include, but are not limited to, account openings of all deposit accounts, promote all bank products and services, and participate with IQ Leads calling daily. The Lead Universal Banker receives and processes all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rental and payments, sales of negotiable instruments and processing wire transfers. The Lead Universal Banker is expected to support and promote all bank products and services while conversing with customers, and by referrals generated through IQ Leads. Additionally, the Lead Universal Banker will monitor and promote a positive customer and employee friendly experience. Lead Universal Bankers are expected to exude initiative and motivate. Assist the Branch Manager as needed with Branch operations including but not limited to staff scheduling and staff relations, as well as outside calling efforts. Must be a self-starter.
Requirements
- 3-5 years of Management or Leadership experience
- 3-5 years opening new accounts for both consumers and businesses
- 3-5 years of cash handling
- 3-5 years of customer service
- Experience with bank information systems
- Proficient in the use of Microsoft Office Products
- Works with integrity and honesty in a Team environment
- Outstanding Customer focus; both internal and external
- Superior time management and organizational skills
Responsibilities
- Account openings of all deposit accounts
- Promote all bank products and services
- Participate with IQ Leads calling daily
- Receive and process all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rental and payments, sales of negotiable instruments and processing wire transfers
- Support and promote all bank products and services while conversing with customers, and by referrals generated through IQ Leads
- Monitor and promote a positive customer and employee friendly experience
- Assist the Branch Manager as needed with Branch operations including but not limited to staff scheduling and staff relations, as well as outside calling efforts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
