Traveling Universal Banker

Centier Bank•Portage, IN

19d•$19•Onsite

About The Position

The Universal Banker (Bank Teller) is a front-line client ambassador who is cross-trained to provide a remarkable client experience. The role requires understanding clients’ transaction requirements and communicating available options. The banker educates clients, retains and deepens existing relationships, and recommends bank products and services. The position also supports daily branch operations, including account openings, account management, and other financial service needs and maintenance. The role completes client transactions accurately and efficiently, maintains records, and handles assigned funds responsibly. It participates in the branch’s servant sales process and implements sales tactics to help clients with their financial needs. As a Traveling Universal Banker, the associate travels daily to banking centers within the assigned market, may be sent to locations with or without prior notice, and must be flexible to travel to all branch locations in that market. The manager will make efforts to keep associates as close to home as possible. The position has no supervisory responsibilities. It may include mentoring fellow associates and training and onboarding new associates as a Branch Teller Mentor. Centier describes its associates as service-oriented and motivated to deliver exceptional results, and identifies its corporate values as Caring, Loyalty, Integrity, Friendship, and Fun.

Requirements

High school diploma or equivalent.
Minimum of six months of customer service or cash-handling experience is desirable.
Working knowledge of PC software, including MS Windows, Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, social media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and other bank-approved software systems.
Ability to proofread and verify written materials.
High attention to detail and accuracy.
Ability to enter and retrieve data on a computer, sort documents, and follow logical instructions and systems.
Ability to use texture judgments when verifying currency authenticity.
Ability to work well with others in a team environment.
Ability to listen to understand client problems, consider available options, and recommend and implement solutions.
Consultative skills to identify clients’ financial needs and recommend solutions.
Ability to adopt new technology, system conversions, and software rollouts and support successful implementation.
Ability to interact with business partners, including Investment Services, Mortgage, and Business Banking sales professionals.
Flexibility to travel to all branch locations within the respective market; travel assignments may be made with or without prior notice.
Availability to work evenings, some weekends, and at other branches as needed.

Nice To Haves

Banking experience is a plus but is not required.

Responsibilities

Provide friendly, positive, professional, and high-quality service to clients.
Build rapport, identify client needs, explain and recommend solutions, handle objections, and seek clients’ business.
Understand, promote, and advise clients on bank products, services, and digital delivery channels.
Perform teller transactions, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders and official checks, and redeeming savings bonds.
Count the cash drawer daily, maintain an accurate balance, and investigate discrepancies.
Comply with BSA/AML/OFAC requirements and report suspicious activity or clients to management or the Security Department.
Protect confidential client information and maintain a position of trust and responsibility.
Resolve client problems and complaints promptly and efficiently.
Assist with currency shipments, drop-off and night-drop deposits, cash machines, the branch ATM, and the branch vault; help associates balance drawers and locate errors.
Conduct client onboarding and outbound follow-up calls relating to quality conversations and sales opportunities.
Work toward individual, branch, and organizational goals and communicate progress to the manager.
Maintain current knowledge of the bank’s products and services and seek additional development support when needed.
Represent Centier professionally through community involvement, external initiatives, and volunteerism, and log volunteer hours in the volunteer system.
Participate in personal development, online learning, and internal or external training.
Refer clients to specialists in other lines of business when appropriate.
Perform PA’s, aisle time, and other promotional activities when applicable.
Maintain professional appearance and conduct, and keep the work area and branch orderly in accordance with the Dress Code and Clean Desk policies.
Follow Centier’s Mission, Essentials of Excellence, and Values in all interactions.
Mentor fellow associates on tasks and assignments.
Travel daily among banking centers within the applicable market and work at other branches as needed.
Train and onboard new associates as a Branch Teller Mentor.
Interview clients at the new accounts desk, assess their needs, and manage personal and business account openings from start to finish.
Be available to work evenings and some weekends.