Traveling Universal Banker

Centier Bank•Valparaiso, IN

26d•Onsite

About The Position

The Traveling Universal Banker is a front-line client ambassador who is cross-trained to provide a remarkable banking experience. The role involves understanding clients’ transaction requirements, explaining available options, educating clients, retaining and deepening banking relationships, and recommending relevant products and services. The banker participates in daily branch operations, including account openings and management, other financial service needs, and the maintenance of client accounts. The position also completes transactions accurately and efficiently, maintains records and handles assigned funds, and participates in the branch’s servant sales process and sales initiatives. This role travels daily among banking centers within its assigned market and may float between locations as needed, with or without prior notice. The manager will make reasonable efforts to keep associates near home, but flexibility to travel throughout the market is required. The opening is associated with Valparaiso locations. Branch hours are Monday–Friday, 9 a.m.–5 p.m., and Saturday, 9 a.m.–12 p.m. Associates must also be available to work evenings, some weekends, and at other branches as needed. The position has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
At least six months of customer service or cash-handling experience is desirable.
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.
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 effectively with others 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 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 assigned market; travel may be required 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, and professional client service.
Build rapport with clients, identify their needs, recommend and explain solutions, address objections, and ask for their business.
Understand, promote, and advise clients on bank products, services, and digital delivery channels.
Complete teller transactions, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, and issuing money orders and official checks and redeeming savings bonds.
Count and balance the cash drawer daily and make efforts to identify errors when it is out of balance.
Follow BSA/AML/OFAC requirements and report suspicious activity or clients to management or the Security Department.
Protect the confidentiality of client business.
Resolve client problems and complaints promptly and efficiently.
Assist with currency shipments, drop-off and night-drop deposits, and balancing cash machines, the branch ATM, and vault.
Help associates balance drawers and locate errors.
Conduct client onboarding and outbound follow-up calls regarding 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 as needed.
Represent Centier professionally 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 business lines when appropriate.
Perform PA’s, aisle time, and other promotional activities, if applicable.
Maintain professional appearance and conduct, an orderly work area and branch, and compliance 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 to banking centers throughout the assigned market and float to branches as needed, potentially without prior notice.
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.