Traveling Universal Banker

Centier Bank•Valparaiso, IN

23d

About The Position

The Traveling Universal Banker is a front-line client ambassador who is cross-trained to provide a remarkable client experience. The role involves understanding clients’ transaction requirements, explaining available options, educating clients, retaining and deepening relationships, and recommending bank products and services. The position participates in branch operations, including account opening and management, financial service needs, and client transactions, while maintaining accurate records and handling assigned funds responsibly. This role supports the servant sales process and helps implement sales tactics to enrich clients’ lives. Traveling Universal Bankers travel daily to banking centers within their respective market and may be assigned to any location in that market, with or without prior notice. The manager will make an effort to keep associates as close to home as possible. The opening is at Centier’s Valparaiso locations. Branch hours are Monday through Friday, 9 a.m.–5 p.m., and Saturday, 9 a.m.–12 p.m. The role has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
Minimum of six months of customer service or cash-handling experience is desirable.
Flexibility to travel to all branch locations within the respective market is required.
Availability to work evenings and some weekends.
Working knowledge of PC software and bank-approved systems, including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, social media platforms, CSI NuPoint, IMM, Covalent, Power BI, and Smartsheet.
High attention to detail and accuracy.
Ability to proofread and verify written materials.
Ability to enter and retrieve data on a computer, 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 resolve client problems by listening, considering options, and recommending and implementing solutions.
Consultative skills to identify financial needs and recommend solutions.
Ability to adopt new technology, system conversions, and software rollouts.
Ability to interact with business partners and sales professionals.
Ability to interview clients and manage personal and business account openings from start to finish.

Nice To Haves

Banking experience is a plus, but is not required.

Responsibilities

Provide friendly, positive, professional service and complete client-requested service.
Build rapport, identify clients’ 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.
Process teller transactions, including deposits and loan payments; verify cash and endorsements; cash checks within limits; obtain approvals when necessary; issue money orders and official checks; and redeem savings bonds.
Count the cash drawer daily, maintain balance, and attempt to identify errors when it is out of balance.
Comply with BSA/AML/OFAC regulations and guidelines, and report suspicious activity or clients to management or the Security Department.
Protect the confidentiality of client business and maintain a position of trust and responsibility.
Handle and 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 related to quality conversations and sales opportunities.
Work toward individual, branch, and organizational goals and communicate progress to the manager.
Maintain knowledge of the bank’s products and services, keep current, and request further development assistance when needed.
Represent Centier professionally through virtual or outside community involvement, external initiatives, and volunteerism; log volunteer hours in the volunteer system.
Participate in personal development, online learning, and internal or external training.
Identify opportunities to refer clients to specialists in other lines of business.
Perform PA’s, aisle time, and other promotional activities, if applicable.
Maintain a professional appearance, an orderly work area and branch, and comply 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 to branch locations within the respective market as needed, with or without prior notice, and be available to work evenings and some weekends.
Use approved software and systems, proofread and verify written materials, and accurately enter and retrieve data.
Work collaboratively, listen to understand client problems, consider options, and recommend and implement solutions.
Use consultative skills to identify clients’ financial needs and recommend solutions.
Adopt new technology, system conversions, and software rollouts through successful implementation.
Interact with business partners, including Investment Services, Mortgage, and Business Banking sales professionals.
Train and onboard new associates as a Branch Teller Mentor.
Interview clients at the new accounts desk, assess their needs, and manage the personal and business account-opening process from start to finish.