Universal Banker I

United Fidelity Bank

8d•Onsite

About The Position

The Universal Banker I is a key customer service role, the “face” of UFB. One who will provide high quality customer service in a friendly and efficient manner to existing and potential customers. This position conducts frontline banking functions such as providing teller services, promotes and educates customers on available products and services, opens new accounts, manages cash in vault and teller drawers, and assists management as needed. United Fidelity Bank, situated in Indiana’s third-largest city (Evansville, IN), is a future-focused financial institution. With 23 locations nationwide and approximately $6 billion in assets, we’re working hard to transform our business through innovation and technology to provide products and services that help people secure their financial future. We build talented and diverse teams to drive business results. We recognize that our associates are our strength and the talents they bring to the UFB workforce are directly linked to our success. Collective ambition, innovative thinking, and a commitment to our value of doing what’s right sets us apart from the rest. United Fidelity Bank was built on a solid foundation of trust. We are advocates for our associates, customers, and the communities we serve.

Requirements

High School Graduate or General Education Degree (GED).
One to two years banking experience required.
Previous cash handling experience required.
Strong customer service focus.
Excellent interpersonal, written, and verbal communication skills.
Must demonstrate strong analytical skills and the ability to use sound judgement.
Advanced organizational and time management skills.
Proficiency in Microsoft Office suite of products.

Nice To Haves

Minimum one to two years in a customer contact/sales position or equivalent preferred.

Responsibilities

Comply with all policies, procedures, disclosure, regulations, and consumer privacy requirements.
Provide a complete range of customer services, thoroughly explain available products and services, gather customer information to process new and existing accounts, and open and maintain accounts.
Proactively cross-sell UFB products and services based on customer needs.
Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively.
Perform teller duties.
Refer customers to appropriate bank personnel to meet their financial needs.
Investigate and correct errors.
Input wire transfer requests.
Verify money received or sent for deposit in the vault at designated times.
Balance vault/branch daily, maintain predefined cash limits.
Review and complete various branch reports.
Provide overrides/transaction decisions to tellers for items within assigned procedural limits.
Assist management as needed.
Drive proactive sales conversations through internal and outbound interactions including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement.
Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.