Universal Banker III - Gary
About The Position
This is an exciting opportunity for a Universal Banker III in our Gary Banking Center. Provide prompt, efficient and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.
Requirements
- High school diploma or its equivalent
- Two plus years of banking center experience required
- Minimum of one year of new account experience required
- Experience with Microsoft Office Suite required
- Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines
Responsibilities
- Performs all UBI and UBII duties at a proficient level including but not limited to the following items:
- Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals
- Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off
- Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity
- Always maintains integrity, including keeping all Bank business and information confidential
- Opens new accounts for customers accurately and efficiently
- Maintains NMLS number to assist customers with loan applications
- Well-versed in all consumer lending products and services
- Expert level of knowledge on complex account types such as trusts, estates and business accounts
- Consistently demonstrates strong engagement and sales skills and routinely seeks to refer additional products and services when appropriate. Documents sales efforts in Salesforce (includes referrals to other lines of business)
- Serves as a mentor to others
- Supports strategic initiatives
- May seek additional involvement such as internal committees or corporate initiatives
- Continuously looks for opportunities to develop and enhance skills
Benefits
- An extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
