Universal Banker II - Coley Rd, Tupelo, MS

BankPlus • Tupelo, MS

318d

About The Position

The Universal Banker II is responsible for building and strengthening customer relationships by providing excellent service and ensuring the customer’s needs are met. This includes evaluating and recommending the most appropriate bank products and services, processing relationship banker transactions, and serving as a concierge for the branch. The position requires advanced banking knowledge and a solid understanding of general banking processes.

Requirements

• Bachelor’s Degree preferred.
• Three or more years of similar experience in a professional environment in customer service, sales, and cash handling; two of the years must be in Banking.
• General computer and typing experience with Microsoft Office Suite, including Excel, Word, and Outlook.
• Excellent verbal and written communication skills.
• Ability to work outside of regular business hours as deemed necessary.
• Ability to handle multiple tasks.

Responsibilities

• Serves as a concierge for the branch, requiring strong listening skills and a positive attitude towards customers.
• Maintains strong working relationships with internal and external customers, projecting a positive and professional image of BankPlus.
• Possesses sales and service skills focused on loan, deposit, and cash management products.
• Performs relationship banker transactions accurately and efficiently, including issuing checks and processing collection items according to BankPlus procedures.
• Assists and educates customers on the use of the ITM for daily transactions.
• Ensures that ITM and cash recyclers are balanced and maintained accurately.
• Opens various deposit accounts and completes account servicing transactions as requested by customers.
• Educates customers on emerging bank technology and digital solutions such as mobile and online banking.
• Sells and cross-sells bank products to new and established customers by assessing their needs.
• Interviews loan applicants and ensures the completion of accurate consumer loan applications.
• Processes check orders and closes customer accounts as necessary following established procedures.
• Processes wire transfer requests, issues stop payments, and processes ACH returns.
• Assists customers requesting access to safe deposit boxes.
• Supports BankPlus marketing efforts and engages in outside customer calls.
• Participates in the bank’s High-Rewards Connections Program and makes referrals to the Mortgage Center and Wealth Management.
• Participates in community activities that may generate new customer leads.
• Maintains thorough knowledge of Bank products, services, policies, and regulatory issues related to daily job functions.
• Completes required compliance training and adheres to the Bank’s standard of conduct.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree