Part-Time Universal Banker 1

First Federal Lakewood • Lakewood, OH

6d • 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.

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; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; 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 to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
• 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.
• As needed, performs basic opening and closing duties independently (including arming and disarming the branch). 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, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
• Other Duties as assigned.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED