Universal Banker II - Archer

Peoples Bank•Chicago, IL

2d•Onsite

About The Position

The Universal Banker II provides prompt, efficient, and friendly service to create an excellent customer experience for customers and employees. The role identifies customer needs and suggests or refers appropriate bank products and services. The banker performs work accurately and efficiently while complying with established bank policies and procedures. The position calls for an outgoing, sales-oriented, flexible, adaptable, and results-driven person who can work independently and as part of a team, make sound decisions, and use critical thinking skills. The Universal Banker II performs Universal Banker I duties proficiently, processes teller transactions, balances a cash drawer, follows applicable BSA/AML/OFAC procedures, opens accounts, responds to more complex customer inquiries, and pursues appropriate sales referrals. The banker may take on additional responsibilities, back up the manager, or mentor others. The position is based at the Archer Banking Center.

Requirements

High school diploma or equivalent.
At least one year of retail banking experience.
At least six months of new account experience.
Experience with Microsoft Office Suite.
A smartphone (iOS or Android) capable of supporting the bank's IT security features.
Ability to work independently and with a team, make sound decisions, and use critical thinking skills.
Outgoing, sales-oriented, flexible, adaptable, and results-driven approach.

Responsibilities

Provide prompt, efficient, and friendly service to customers and employees.
Identify customer needs and suggest or refer appropriate bank products and services.
Perform tasks accurately and efficiently in compliance with bank policies and procedures.
Perform Universal Banker I duties proficiently, including teller-line transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks, and issuing official checks; duties may also include overrides and approvals.
Count and balance the cash drawer daily, proactively identifying and resolving discrepancies.
Follow BSA/AML/OFAC policies and procedures and report suspicious activity.
Maintain the confidentiality of bank business and information.
Open new customer accounts accurately and efficiently.
Handle more complex customer inquiries and requests.
Use strong sales skills, seek appropriate referrals to additional products and other business lines, and document referrals in Salesforce.
Move between roles within the banking center as needed and adapt to meet its needs.
Participate in bank and team activities.
May take on additional responsibilities, including internal committee involvement or corporate initiatives.
May serve as backup to the manager in their absence.
May mentor other employees.