Universal Banker Float

First Bank Richmond • Frankfort, IN

2d • Onsite

About The Position

A Universal Banker Float serves customers at both a teller window and a customer service desk, adapting to customer needs. The primary role is to engage customers in conversations, understand their financial needs, and offer suitable bank solutions to promote Financial Well-Being in a friendly, ethical, and efficient manner. Universal Bankers will process deposits and withdrawals accurately, balance daily operations, and may be required to travel. Hours vary and include Saturdays.

Requirements

• Customer Relations: Demonstrated customer service and professional rapport, being polite and attentive, and focused on customer needs.
• Attitude: Positive, constructive, and supportive toward customers, employees, and the company; enthusiastic and committed to job performance.
• Accountability: Answerable and responsible for actions and performance, individually or on a team.
• Teamwork & Cooperation / Organization Relations: Works collaboratively with peers and internal departments; responsive to customer requests; anticipates and controls obstacles; demonstrates team sensitivity, support, and respect.
• Attention to Detail: Performs tasks carefully, accurately, and in accordance with instructions; maintains consistent work quality and compliance with standards; tracks numerical data and detailed organizational information; applies grammar, spelling, and punctuation rules carefully.
• Job Knowledge (Basic): Possesses the required knowledge, skills, and education for job duties and applies them to job functions; committed to expanding knowledge, skills, and/or education.
• Productivity: Achieves a high level of work output and efficiency; effectively uses time and resources.

Responsibilities

• Customer Service and Sales.
• Educate customers on solutions that meet their needs, including new accounts, services, and digital offerings.
• Make complete recommendations to ensure the Financial Well-Being of the customer (cross-selling).
• Engage customers by following up through onboarding or campaigns.
• Maintain accounts by changing addresses and names; order checks and close accounts as needed.
• Assist customers by answering financial questions, identifying potential fraud, and explaining bank services and service charges.
• Open/Close Night Drop with dual control processes for various Night-Drop and mail.
• Other Duties as Assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed