Universal Banker
About The Position
The Universal Banker role requires providing comprehensive teller and platform support to customers. This includes processing daily financial transactions such as deposits, handling currency and checks, and opening new accounts by preparing necessary paperwork and verifying identification. The position also involves processing loan payments, staying current with all bank products and services, and proactively consulting with customers to recommend suitable solutions. Additionally, the Universal Banker will assist branch lending staff with clerical tasks and customer outreach, and contribute to increasing community awareness to foster new business opportunities. The role demands thoroughness, meticulous organizational skills, and the ability to manage multiple tasks simultaneously.
Requirements
- Excellent verbal communication skills.
- Excellent math skills.
- Trustworthiness and the ability to act with integrity.
- Thorough understanding of customer service.
- High school diploma or equivalent is required.
Nice To Haves
- Previous Bank Teller experience preferred
Responsibilities
- Proficiently provide teller and platform support as needed to ensure quality customer service.
- Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks.
- Open accounts for new and existing clients by preparing new account paperwork, applications, and requesting the required documentation and identification.
- Process and post various loan payments, record data when required, and issue a receipt confirming transactions as needed.
- Remain current with all products and services.
- Proactively consult with new and existing customers to identify and recommend product and service solutions.
- Maintain thoroughness and meticulous organizational skills to manage multiple task simultaneously.
- Assist branch lending staff when needed with clerical work and customer outreach.
- Assist in increasing community awareness to increase bank outreach and foster new business opportunities.
- Other duties assigned by Management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
