UNIVERSAL BANKER I
About The Position
A Universal Banker provides existing and potential customers with efficient and accurate service. The employee may perform Customer Service Representative, Teller, and Loan Associate duties. The role spends approximately 75% of its time working on the teller line and 25% working on the platform and new accounts. The position requires extensive knowledge of bank products and services, attention to customer and company confidentiality, and support for applicable compliance and BSA/AML requirements. The schedule is an 8-hour shift between 7:45 a.m. and 6:00 p.m., Monday through Friday, with hours varying by location. After-hours representation at related functions, customer calls, or training may be required, and occasional overtime may be required. Regular attendance is required.
Requirements
- High school diploma or GED.
- One year of teller experience in a financial institution, with additional training in a business-related area.
- Interpersonal skills to relate to and empathize with others and maintain a friendly, cheerful, and courteous demeanor.
- Strong organizational and communication skills and the ability to make sound judgments.
- Maintain a professional appearance and manner.
- Successful registration with and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) may be required, in compliance with the S.A.F.E. Act.
Nice To Haves
- Business degree from a technical school and/or college.
- General knowledge of Microsoft Excel, Word, and Outlook.
- Proficiency operating a computer, typing/word-processing equipment, a ten-key number pad, printer, fax machine, and copier.
Responsibilities
- Maintain extensive knowledge of bank products and services to effectively serve customers.
- Perform basic teller, vault, collection, new-account, and backup loan-related duties.
- Maintain a high level of company and customer confidentiality.
- Pay and receive funds and maintain a teller drawer.
- Maintain vault records.
- Input currency orders and shipments.
- Complete LaserPro worksheets as requested by loan officers.
- Assist customers with safe deposit box entry.
- Adhere to and support compliance and BSA/AML rules and regulations related to the job.
- Perform other duties 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
