Universal Banker II

BANK OF BARTLETT•Bartlett, TN

1d•Onsite

About The Position

Assist customers and potential customers with their banking needs; explain services, set up new accounts, respond to problems, and direct customers to the appropriate people. Assist and train other sales & service representatives. Display and reinforce excellent customer service to all customers and employees.

Requirements

Three or more years of banking experience.
A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
Proficient computer skills needed.
Must be detailed with numbers, name, products and services.
NMLS required.

Nice To Haves

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Responsibilities

Provide outstanding customer service while assisting customers with opening and closing deposit and loan accounts, interview and accept all consumer and limited commercial loan applications, answer questions about products and services and resolve problems that are within their authority to resolve.
Assist with sales and service issues and questions relating to complicated products and regulations.
Refer problems that are beyond their authority to the next level, along with their recommendations.
Perform all sales & service duties.
Identify cross-sell opportunities and crosssell sales and services to customers.
Providing outstanding sales and service while receiving and processing customer withdrawals, financial transactions, including deposits, and loan payments; sells monetary instruments, transfers amounts from customer accounts as requested.
Balance cash drawer and daily transactions.
Explain services to potential consumer and commercial account customers to generate additional business and to promote positive public relations.
Post transactions to customer accounts and maintain customer records, while working within all Federal Regulatory guidelines, Reg CC, BSA and etc.
Act as an liaison between customers and various departments and organizations.
Perform other job related duties as assigned.