Universal Banker II

Community First Bank•St. Martinville, LA

2d•Onsite

About The Position

This position is responsible for providing exceptional customer service by being well-versed in teller work and customer service functions and provides loan support to the branch manager or lender by performing loan assistant duties. The Universal Banker II is responsible for opening various new depository account products and services, handling customer transactional needs, and maintaining a well-developed, working knowledge of products, services, and processes offered. This role also assists with research of loans, organizes new and renewal loan documents, prepares loan files for closing, and issues loan proceeds checks. The position requires maintaining the highest level of confidentiality and promoting the bank’s products and services.

Requirements

High School diploma or equivalent
Clear and effective verbal, written and interpersonal communication skills
Excellent analytical and problem-solving skills, ability to diagnose, resolve or escalate a critical situation
Basic math and computer skills
Ability to use multiple computer systems and applications
Ability to handle multiple priorities simultaneously
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

Nice To Haves

Previous teller and cash handling experience preferred
Knowledge of Community First Bank’s products, services and policies
Knowledge of daily branch, vault and ATM operations
Maintain knowledge of compliance and regulatory issues as appropriate

Responsibilities

Opens various new depository account products and services
Handles customer transactional needs such as processing deposits, withdrawals, check cashing requests, credit card advances, money orders, and other forms of negotiable items
Cash handling, including but not limited to, counting, verifying and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
Assists in the rotation of vault custodian (buy/sell cash to tellers, maintain sole control and vault security, count and balance the vault cash daily)
Works with customers to update existing deposit accounts
Maintains a well-developed, working knowledge of products, services and processes offered
Accurately utilizes equipment and remains knowledgeable of equipment functionality to perform role
Completes documents for special requests such as direct deposit, wire transfers, stop payments, etc.
Assists with research of loans, organizes new and renewal loan documents, prepares loan file for closing, and issues loan proceeds checks.
Responsible for bank opening and/or closing.
Maintains the highest level of confidentiality with all information obtained.
Promotes the bank’s products and services.
Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers and co-workers.
Meet expectations for attendance & punctuality.