Universal Banker I

United Fidelity Bank•Destin, FL

About The Position

It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. 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.

Requirements

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.
High School Graduate or General Education Degree (GED).
One to two years banking experience required.
Previous cash handling experience required.

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.