Universal Banker

First Mutual Bank•Parkersburg, WV

1d•Onsite

About The Position

There are 3 levels within the Universal Banker job family with progressive responsibilities and we are looking for a level 1 or 2. Universal Banker I is an entry level position focusing on customer service, processing transactions, and assisting customers with their retail banking needs. Universal Banker 2 is responsible for opening new accounts, providing exceptional customer service, and handling customer needs from service to sales with enthusiasm. Understands and is proficient in performing all Universal Banker I duties.

Requirements

Customer Service experience required.
Cash handling experience required.
HS or equivalent experience required.
Drivers License Required.
Accountability
Coachability
Change Champion
Communication
Detail Orientation
Organizational Savvy
Process Oriented
Service Orientation

Responsibilities

Provides excellent customer service by processing customer transactions, answers customer inquiries in person, via telephone, or email.
Operates drive thru window; maintains acceptable outages; maintains appropriate cash limits; follows policies and procedures to ensure compliance with branch audits.
Cross promotes bank products and services by using insights gained about the customer’s needs; follows up on referral opportunities.
Assists in performing back-office duties which included completing branch reports, balancing the ATMs, processing night/mail deposits, answering phone calls, filing, and maintains a clean workstation.
Opens and closes the branch in a secure manner according to bank procedures.
Opens and closes deposit accounts and services with accuracy and in accordance with bank policies and applicable regulations.
Processes payoffs and payments for all loan products.
Performs all required security procedures for opening customer accounts.
Represents the bank in a professional manner.
Attends community activities in order to increase brand awareness.
Assists the front line tellers with various duties and acts as a backup for Universal Banker II as needed.
As needed, escalates customer and service issues to Universal Banker II and III.
May float to other bank branches as needed.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Provides excellent customer service by processing customer transactions, answers customer inquiries in person, via telephone, or email.
Operates lobby teller window; maintains acceptable outages; maintains appropriate cash limits; follows policies and procedures to ensure compliance with branch audits.
Cross promotes bank products and services by using insights gained about the customer’s needs; follows up on referral opportunities.
Assists in performing back-office duties which included completing branch reports, balancing the ATMs, processing night/mail deposits, answering phone calls, filing, and maintains a clean workstation.
Maintains IRA files; filing annual reports and tax information; preparing corrected 1099-INT forms and IRA forms for the IRS.
Monitors rate changes, mails proper notices to customers regarding various accounts (CD renewal and maturity checks, etc.) to customers in a timely manner.
Prepare, monitor and address report of dormant accounts and safety deposit boxes.
Educates customers on product benefits and solutions; makes recommendations based on their identified needs.
Assists the drive thru with various duties and acts as a backup for Universal Banker III as needed.
As needed, escalates customer and service issues to Universal Banker III.