Universal Banker II

Passumpsic Savings BankNorthumberland, NH
$24 - $28Onsite

About The Position

The Universal Banker II is responsible for providing personalized banking services to customers, building, maintaining, and deepening relationships through exceptional customer service and recommending appropriate products and services. A primary focus of this position is coaching and motivating staff to meet branch growth goals. This role also manages the cash levels of the office, schedules Service Representative staff, and ensures new staff is adequately trained.

Requirements

  • High School diploma or equivalent and five years of experience in job related activities or two years of related college or technical training and three years of experience in job related activities
  • Strong communications skills
  • Strong human relations skills to include; patience, understanding, empathy and listening.
  • Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.
  • Ability to lift up to 25 pounds
  • Ability to add, subtract, multiply, and divide in all units of measure.
  • Must be able to operate a calculator and personal computer to accurately process customer transactions.
  • Must be able to operate all other office and communication equipment to perform the job duties accurately and efficiently.
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Must be able to speak clearly to be easily understood.
  • Ability to read, write and comprehend simple instructions, short correspondence, and memos with proper grammar.
  • Ability to effectively present information to an individual or a small group of customers.
  • Must be able to get along with other employees, to follow directions, work under stress, and to report to work on time regularly.

Nice To Haves

  • Applicable CFT courses preferred.

Responsibilities

  • Coach and motivate staff to effectively sell and refer bank products and services.
  • Accept and accurately process a variety of financial transactions for customers.
  • Listen to the customer's financial needs and cross-sell other bank services and refer customers to other departments as appropriate, to support the customer's financial growth.
  • Prepares and compiles new customer application and information to open new accounts.
  • Helps grow the Bank’s deposit base by working to consolidate customers’ account with PSB, accepting loan applications and by referring to other personnel as appropriate.
  • Assists in sales efforts of Universal Bankers by answering product and service questions. Be a resource for other employees in the Bank who are cross selling deposit services.
  • Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes.
  • Manage cash level of the office to a designated level.
  • Schedule staff to maximize convenient and efficient customer service.
  • Oversee training of new and existing service representatives to ensure compliance with Passumpsic Savings Bank policy, and with all Federal and State regulations.
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