Universal Banker - Floater

Burke & Herbert Bank & Trust • Beckley, WV

3d • Onsite

About The Position

Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. The Universal Banker will rotate between the teller line and the customer service desk, providing a superior customer service experience. This role involves performing routine banking transactions, opening and assisting with various account types, and equitably contributing to branch sales and referral goals. Adherence to all company policies, procedures, and operational guidelines is essential, including protecting customers, bank assets, and bank security. Accurate completion of information on systems and forms is required to mitigate exposure while ensuring service delivery and quality.

Requirements

• High School Diploma or equivalent
• Universal Banker must be comfortable and confident in a sales and service environment.
• Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers.
• Highly professional with good interpersonal and problem-solving skills.
• Excellent computer, typing, and math skills required.
• Highly organized and detail-oriented.

Nice To Haves

• 2-3 years teller and/or new accounts experience preferred.

Responsibilities

• Universal Banker will rotate between the teller line and the customer service desk.
• Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars.
• Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc.
• Open Consumer and Business Bank Accounts including loans and deposits.
• Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance.
• Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions.
• Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals.
• Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security.
• Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality.

What This Job Offers

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