About The Position

The Universal Associate I provides timely, courteous customer service and processes customer transactions professionally, accurately, and efficiently. The role assesses customers’ financial needs, recommends Bank services and products, and participates in the Bank’s sales culture and referral programs. It maintains daily transactions and balances, researches outages, balances the drawer, follows established procedures, and completes work in compliance with banking regulations. The associate identifies customer needs and develops solutions to exceed customer goals and expectations, while interacting constructively with co-workers. At the Universal Associate I level, the position processes transactions and handles cash, vault, and ATM responsibilities. It also opens and maintains deposit accounts for consumers and businesses and completes necessary account maintenance. Hours average approximately 33–34 per week, with the position budgeted for 1,745 hours per year.

Requirements

  • Ability to use Microsoft Office Suite and related program software.
  • Ability to quickly learn position-related software.
  • Ability to effectively use general office equipment.

Nice To Haves

  • One year of customer service and cash handling experience (preferred).
  • High school diploma or equivalent educational experience (preferred).

Responsibilities

  • Provide timely and courteous customer service.
  • Process customer transactions professionally, accurately, and efficiently.
  • Assess customers’ financial needs and suggest Bank services and products.
  • Participate in and promote the Bank’s sales culture and referral programs.
  • Maintain daily transactions and balances, research outages, and balance the drawer accurately and on time.
  • Follow proper procedures and complete tasks in compliance with banking regulations.
  • Identify customer needs and develop solutions to exceed customer goals and expectations.
  • Interact constructively with co-workers.
  • Handle cash, vault, and ATM responsibilities.
  • Open and maintain consumer and business deposit accounts.
  • Complete necessary maintenance on customer accounts.

Benefits

  • Comprehensive benefit package
  • Health benefits
  • Dental benefits
  • Vision benefits
  • 401(k) with company match
  • Paid time off
  • Paid holidays
  • Group and voluntary life insurance
  • Disability insurance
  • Aflac supplemental plans
  • Employee Assistance Program
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