Traveling Universal Banker - Part Time

Centier Bank•Whitestown, IN

11d•$19•Onsite

About The Position

The Traveling Universal Banker is a part-time, front-line client ambassador for Centier Bank who is cross-trained to provide clients with a remarkable experience. The role requires understanding clients’ transaction needs, communicating available options, educating clients, retaining and deepening existing relationships, and recommending relevant bank products and services. The banker participates in daily branch operations, including account openings, account management, and other financial service needs. The position completes client transactions accurately and efficiently, maintains records, and handles assigned funds responsibly. It also participates in the branch’s servant sales process and supports sales tactics intended to help clients make informed financial decisions. Traveling Universal Bankers travel daily among banking centers within their respective market and may be assigned to different branches as needed, with or without prior notice. Flexibility to travel to all branch locations within the market is required; management will make efforts to keep associates as close to home as possible. The role has no supervisory responsibilities. A high school diploma or equivalent is required. Banking experience is a plus but is not required; at least six months of customer service or cash-handling experience is desirable. The stated minimum hourly rate is $19.00, with starting pay based on experience.

Requirements

High school diploma or equivalent.
Ability to travel to all branch locations within the respective market, with flexibility to float between branches as needed.
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.
Ability to proofread and verify written materials.
High attention to detail and accuracy.
Ability to enter and retrieve computer data, sort documents, and follow logical instructions and systems.
Ability to make tactile 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.
Ability to interact with business partners, including Investment Services, Mortgage, and Business Banking sales professionals.
Ability to train and onboard new associates as a Branch Teller Mentor.
Ability to interview clients and manage personal and business account-opening processes.
Ability to work evenings, some weekends, and at other branches as needed.

Nice To Haves

Banking experience.
At least six months of customer service or cash-handling experience is desirable.

Responsibilities

Provide friendly, positive, professional service and complete client-requested service at a high quality level.
Build rapport, identify client needs, recommend and explain solutions, respond to objections, and ask for the client’s 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, ensure it balances, and make efforts to identify errors when it does not.
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 quickly and efficiently.
Assist with currency shipments, drop-off and night-drop deposits, cash machines, the branch ATM, and the branch vault.
Help associates balance their drawers and locate errors.
Complete client onboarding and outbound follow-up calls about client 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, stay up to date, and seek assistance with development needs.
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.
Identify opportunities to refer clients to specialists in other business lines.
Perform PA’s, aisle time, and other promotional activities when applicable.
Maintain professional appearance and conduct, an orderly work area and branch, and compliance with the Clean Desk Policy.
Follow Centier’s Mission, Essentials of Excellence, and Values in all interactions.
Mentor fellow associates on tasks and assignments.
Travel daily to banking centers within 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.