Universal Banker 1

First Federal Lakewood•Avon Lake, OH

4d•Onsite

About The Position

The Universal Banker 1 is the main customer facing role within the branch. This role emphasizes excellent customer service and sales, processes day-to-day teller transactions, and takes direction and guidance from Universal Bankers 2 and 3. The Universal Banker 1 strives to gain expertise in all assigned duties and supports the training of new employees as needed. This role is core to the retail branches and is one of three levels within the Universal Banker job family, with progressive responsibilities. All Universal Bankers provide exceptional front-line customer service and sales within the branch.

Requirements

0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Driver's license is required (for float positions).

Nice To Haves

Experience in customer service is preferred.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.

Responsibilities

Provides excellent customer service by processing customer transactions and handling account maintenance.
Answers customer inquiries both in person and on the telephone, including Customer Relationship Center Support.
Follows-up with customers as necessary.
Operates Teller window and maintains acceptable outages based on Branch Operation Guidelines.
Maintains appropriate cash limits and follows policies and procedures to ensure compliance for branch audits.
Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance with bank policies and applicable regulations.
Cross-sells bank's products and services and makes referrals for investment, mortgage, and business banking products.
Supports Universal Bankers 2 and 3 with advanced account openings, sales, and service as needed.
Understands and strives to meet individual, team, and branch performance metrics and sales goals.
Participates in team meetings, completes all assigned training, and learns/keeps up to date with all assigned systems, software, and procedures, including Digital Banking system and online service procedures.
Performs basic opening and closing duties independently, including arming and disarming the branch, as needed.
Assists with back-office duties, including completing basic reporting, balancing ATMs, and processing night/mail deposits.
Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.