Universal Banker I
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About The Position
The Universal Banker is a position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to opening accounts, cross selling, and servicing accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers, and performing customer needs assessment (profiling). The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the branch Manager with teller line and end of day functions and preparing daily paperwork according to branch procedures.
