Universal Banker II

Citizens National Bank • Meridian, MS

1d • Onsite

About The Position

The Universal Banker II (UB II) is responsible for providing exceptional customer service, sales, and relationship-building skills, adhering to the bank's sales process. This role involves building and expanding relationships with current and future customers and collaborating with the branch team to achieve individual and branch goals. The UB II is also required to operate a cash drawer and function as a teller as needed.

Requirements

• High school graduate or GED.
• High energy with strong interpersonal oral and written communications skills.
• Working knowledge of computer software.
• Work in a team environment while following good judgement, tactfulness and time constraints while maintaining a professional manner.

Nice To Haves

• Post High School Education or 2 years of related experience.

Responsibilities

• Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
• Safeguards the bank's assets by efficiently operating a cash drawer while following the bank's policies and procedures and adhering to the Bank Operations Manual.
• Utilizes the bank's Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client's relationship and follow-up for future referral opportunities while following the bank's vision, core competencies, moments of truth and sales process.
• Assists consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank's policies and procedures.
• Performs consumer lending duties including Home Equity loans.
• Participates in daily/weekly meetings with Bank Manager and assists the Bank Manager with other duties as needed including opening and closing procedures and sales and operational goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees