Universal Banker I
About The Position
A Universal Banker provides efficient and accurate service to existing and potential customers. The role may include Customer Service Representative, Teller, and Loan Associate duties. The employee must maintain extensive knowledge of bank products and services and protect company and customer confidentiality. The position spends approximately 75% of its time on the teller line and 25% on platform and new-account work. The work schedule varies by location and consists of an eight-hour shift between 7:45 a.m. and 6:00 p.m., Monday through Friday. The schedule may require representing the company after hours at related functions, making customer calls, or attending training. Occasional overtime may be required, and 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.
- Superior organizational and communication skills, and the ability to make good judgments.
- Professional appearance and manner.
- Successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) may be required under 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, a ten-key number pad, printer, fax machine, and copier.
Responsibilities
- Provide efficient and accurate service to existing and potential customers.
- Maintain extensive knowledge of bank products and services.
- Perform basic teller, vault, collection, new-account, and backup loan-related duties.
- Maintain company and customer confidentiality.
- Pay and receive funds and maintain a teller drawer.
- Maintain vault records.
- Input currency orders and shipments.
- Complete Laser Pro 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 function.
- 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
