Universal Banker I

Rollstone Bank & Trust•Groton, MA

About The Position

The Universal Banker I provides exceptional customer service while supporting daily branch operations through account servicing, transaction processing, cash handling, and sales of bank products and services. The role ensures compliance with bank policies, regulatory requirements, and security procedures while maintaining accurate records and fostering positive customer relationships. The position serves deposit accounts through openings, closures, renewals, and maintenance. It also supports branch operations, customer inquiries, and the promotion of bank products and services. This is a part-time position of 25 hours.

Requirements

High school diploma or equivalent.
At least 1 year of cash handling and customer service experience.
Strong computer, mathematical, and customer service skills.
Operational knowledge of computers, printers, and banking-related equipment.
Attention to detail and accuracy, with the ability to maintain confidentiality and customer trust.
Knowledge of banking regulations, policies, and procedures.
Ability to balance cash and reconcile transactions accurately.
Professional communication and interpersonal skills.
Ability to follow established procedures and escalate unusual situations to management when appropriate.

Nice To Haves

Cash handling and customer service experience in a Teller role.

Responsibilities

Open, close, renew, and maintain deposit accounts.
Process customer transactions, including deposits, withdrawals, loan payments, check cashing, cashier’s checks, and money orders.
Respond to customer inquiries in person and by phone, provide exceptional service, and assist with special requests such as check orders and statement requests.
Review checks for negotiability, including endorsements, dates, legality, and document origination.
Complete required documentation, transaction records, daily scanning, and Bank Secrecy Act reporting.
Promote and cross-sell bank products and services, complete related applications and documentation, and explain regulatory disclosures, bank policies, and product information to customers.
Balance and reconcile cash drawers, maintain cash limits, and accurately process currency and coin transactions.
Support branch operations, including ATM balancing and maintenance, branch opening and closing procedures, and assistance to management as needed.
Follow bank policies, security procedures, dual-control requirements, information security guidelines, and funds availability policies.
Build and maintain positive relationships with customers, vendors, and coworkers.
Protect customer confidentiality and use discretion in all interactions.