Universal Banker (UB Haygood Branch
About The Position
The Universal Banker role responds to customers' needs by processing routine banking transactions at the teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch. This role engages in a broad range of sales and service activities to provide a superior level of customer service. Responsibilities include opening new accounts, handling teller transactions, marketing and cross-selling bank products and services, resolving complex customer service issues, and utilizing banking knowledge to identify additional sales and service opportunities. The Universal Banker builds rapport to engage prospects in a banking relationship and enhance existing customer relationships, and refers customers to other banking services and personnel as appropriate. This role requires broad knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Working under limited supervision for routine situations, providing assistance and training to lower level employees, and analyzing non-routine problems are typical responsibilities.
Requirements
- Typically requires 5+ years relevant experience
- May require vocational or technical training
- Must be able to stand for extended periods of time & lift objects up to 30lbs
Responsibilities
- Managing day-to-day branch service operations
- Supporting client transactions
- Ensuring accurate and timely execution of all frontline banking activities
- Coaching and supporting branch teams to meet performance expectations
- Implementing process improvements that strengthen service delivery
- Monitoring operational controls to reduce risk and maintain compliance
- Opening new accounts
- Handling teller transactions
- Marketing and cross-selling bank products and services
- Resolving complex customer service issues
- Utilizes banking knowledge to identify additional sales and service opportunities
- Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
- Refers customer to other banking services and other bank personnel as appropriate
- Other duties as assigned
Benefits
- medical
- dental
- vision
- life insurance
- disability coverage
- paid time off
- 401(k) plan
- wellness resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
