Universal Banker I
About The Position
A Universal Banker performs a variety of duties to provide existing and potential customers with efficient and accurate services. An employee in this position may be required to perform Customer Service Representative, Teller, and Loan Associate duties. This role involves maintaining extensive knowledge of bank products and services, performing basic teller, vault, collection, new accounts, and backup loan-related duties. The position requires maintaining a high level of company and customer confidentiality, managing a teller drawer, maintaining vault records, inputting currency orders and shipments, completing Laser Pro worksheets, and assisting with safe deposit box entries. The Universal Banker I spends approximately 75% of their time on the teller line and 25% on platform/new accounts. Adherence to compliance and BSA/AML regulations is also a key responsibility.
Requirements
- High school diploma or general education degree (GED)
- One year of teller experience in a financial institution with additional training in a business-related area.
- Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
- Superior organizational skills.
- Superior communication skills.
- Capable of making good judgments.
- Professional appearance and manner at all times.
Nice To Haves
- Business degree from a technical school and/or college preferred.
- General knowledge in Microsoft programs Excel, Word and Outlook.
- May require successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
- Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.
Responsibilities
- Perform a variety of duties to provide existing and potential customers with efficient and accurate services.
- Perform Customer Service Representative, Teller, and Loan Associate duties.
- Maintain extensive knowledge of bank products and services.
- Perform basic teller, vault, collection, new accounts, and back up loan related duties.
- Maintain a high level of company and customer confidentiality.
- Pay and receive and maintain a teller drawer.
- Maintain records for vault.
- Input currency orders and shipments.
- Complete laser pro worksheets as requested by loan officers.
- Assist in safe deposit box customer entry.
- Adhere to and support all compliance and BSA/AML rules and regulations.
- Perform other duties that may be assigned by Management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
