Traveling Universal Banker

Centier Bank•La Porte, IN

8d•$19•Onsite

About The Position

The Traveling Universal Banker is a front-line client ambassador who is cross-trained to provide remarkable service and support clients’ banking needs. The role involves understanding clients’ transaction requirements, communicating available options, educating clients, retaining and deepening relationships, and recommending relevant products and services. Bankers participate in daily branch operations, including account opening and management, financial services, client transactions, and maintenance. They complete transactions accurately and efficiently, maintain records and cash assigned to them, and support the branch’s sales process. The role travels daily among banking centers within its assigned market and may float to locations as needed, with or without prior notice. The manager will try to keep associates as close to home as possible, but flexibility to travel to all branch locations in the respective market is required. Starting pay is based on experience, with a minimum hourly rate of $19.00. The position has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
Minimum six months of customer service or cash-handling experience is desirable.
Working knowledge of PC software, including MS Windows and 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 computer information, sort documents, and follow logical instructions and systems.
Ability to make texture judgments when verifying currency authenticity.
Ability to work well with others and in a team environment.
Ability to listen to understand client problems, consider 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 successfully.
Ability to interact with business partners, including Investment Services, Mortgage, and Business Banking sales professionals.
Ability to travel to all branch locations within the respective market, with flexibility to float as needed.
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 service and complete client-requested services.
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.
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, balance cash, and make efforts to identify any discrepancies.
Comply with 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 promptly and efficiently.
Help verify currency shipments and drop-off and night-drop deposits; balance cash machines, the branch ATM, and branch vault.
Assist associates with balancing drawers and locating errors.
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 working knowledge of bank products and services and seek assistance for development needs.
Represent Centier through virtual or outside community involvement, external initiatives, and volunteerism, and log volunteer hours.
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, if applicable.
Maintain a professional appearance and manner, an orderly work area and branch, and comply with the Clean Desk Policy.
Follow Centier’s Mission, Essentials of Excellence, and Values in all interactions.
Mentor fellow associates on tasks and assignments; train and onboard new associates as a Branch Teller Mentor.
Travel daily to banking centers within the assigned market and work at branch locations as needed, potentially with or without prior notice.
Interview clients at the new accounts desk, assess their needs, and manage personal and business account opening from start to finish.