Traveling Universal Banker - Part Time

Centier Bank•Whitestown, IN

9d•Onsite

About The Position

The Traveling Universal Banker is a part-time, front-line client ambassador who is cross-trained to deliver a remarkable client experience. The role requires understanding clients’ transaction needs, explaining available options, educating clients, retaining and deepening relationships, and recommending relevant bank products and services. The banker participates in daily branch operations, including account opening and management, client transactions, and financial-service needs. The role also supports the timely and accurate processing of transactions and handling of assigned funds, and participates in the branch’s servant-sales process as directed by management. This position travels daily to banking centers within the assigned market and may be asked to work at any branch in that market, with or without prior notice. The manager will make an effort to keep associates close to home. Flexibility to travel to all branch locations within the respective market is required. The position has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
Flexibility and ability to travel to all branch locations within the respective market.
Ability to work evenings, some weekends, and at other branches as needed.
Working knowledge of PC software and bank-approved systems, including MS Windows, Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, social media platforms, CSI NuPoint, IMM, Covalent, Power BI, and Smartsheet.
Ability to proofread and verify written materials, enter and retrieve data, sort documents, and follow logical instructions and systems.
High attention to detail and accuracy.
Ability to assess the authenticity of currency by touch.
Ability to work collaboratively in a team environment.
Ability to listen to clients, understand problems, evaluate options, recommend solutions, and implement them.
Consultative skills to identify clients’ financial needs and recommend solutions.
Ability to adopt new technology, system conversions, and software rollouts through successful implementation.
Ability to maintain client confidentiality and follow applicable banking regulations and procedures.

Nice To Haves

Banking experience is a plus but is not required.
At least six months of customer service or cash-handling experience is desirable.

Responsibilities

Provide friendly, positive, professional, high-quality service and handle client service requests.
Build rapport, identify client needs, recommend and explain solutions, address objections, and ask for clients’ business.
Understand, promote, and advise clients on bank products, services, and digital delivery channels.
Process teller transactions, including deposits, loan payments, check cashing within limits, money orders, official checks, and savings bond redemptions.
Balance the cash drawer daily, investigate discrepancies, and maintain accurate transaction records and accountability for assigned funds.
Follow BSA/AML/OFAC requirements and report suspicious activity or clients to management or the Security Department.
Protect confidential client information and resolve client problems and complaints efficiently.
Assist with currency shipments, drop-off and night-drop deposits, cash machines, the branch ATM and vault, and other associates’ drawer balancing.
Conduct client onboarding and outbound follow-up calls related 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, pursue development and training, and request further development assistance when needed.
Refer clients to specialists in other business lines and interact with business partners in Investment Services, Mortgage, and Business Banking.
Represent Centier in community involvement, external initiatives, and volunteer activities, and log volunteer hours in the volunteer system.
Perform promotional activities, including PA’s and aisle time, if applicable.
Maintain a professional appearance and orderly work area and branch, following the Dress Code and Clean Desk policies.
Follow Centier’s Mission, Essentials of Excellence, and Values in all interactions.
Mentor fellow associates and, as a Branch Teller Mentor, train and onboard new associates.
Interview clients at the new accounts desk, assess their needs, and manage personal and business account openings from start to finish.
Travel to banking centers throughout the assigned market and work at locations as needed, potentially without prior notice.