Universal Banker - Part Time 30 Hours (FLOAT)

BankFive•Fall River, MA

3d•$19 - $24

About The Position

The Universal Banker supports the Branch Manager (BM) and Assistant Branch Manager (ABM) in assisting customers and may help management with administrative functions. The role delivers a world-class experience to current and prospective customers, deepens and retains customer relationships, and may mentor teller staff. The Universal Banker is responsible for achieving personal sales goals and proactively guiding platform staff sales activities toward branch goals. The position supports branch operations and risk management, assists tellers with complex transactions and training, and may perform teller duties when volume warrants. It also involves opening accounts, taking loan applications, identifying cross-sell opportunities, making outbound customer calls, and answering questions or resolving problems involving bank products and services. The role requires regular travel between the main office and branches. The weekly schedule varies and may include early arrivals, late departures, overtime, and weekend hours.

Requirements

High school diploma or equivalent is required.
Bank experience is required.
NMLS registration or eligibility for registration is required.
Proven customer service, sales/business development, and problem-solving skills are required.
Knowledge of banking platform programs is required.
Ability to use office equipment, including a computer terminal, is required.
Ability to work under pressure and within deadlines, prioritize and manage changing priorities, and handle multiple tasks simultaneously.
Notary public status is required, with eligibility for registration required at hire.
Ability to lift more than 50 pounds and stand for extended periods.
Ability to follow written and verbal directions and move around the office, including accessing file cabinets and equipment and working in closets or confined storage areas.
Ability to use hands and fingers to operate computers and office machinery, and to crawl, squat, or kneel to place or move objects.
Ability to communicate verbally with customers and coworkers and use a telephone to exchange information.
Close and distance vision and ability to adjust focus.
Ability to travel between the main office and branches, sometimes with only one day's notice.

Nice To Haves

Associate's degree in Business or a related area is preferred.
Two years of progressive retail banking experience is preferred.
Intermediate Microsoft Office skills are preferred.

Responsibilities

Ensure operational integrity and risk management by making sure procedural requirements and processes are known and followed.
Meet established sales goals and act as a leader in the branch.
Provide guidance to tellers on complex customer transactions and may assist with teller training and coaching.
Assist with daily teller activities and transactions when teller-line volume warrants.
Support platform team members in providing customer service that exceeds customer expectations.
Greet and interact with customers and non-customers with world-class service.
May maintain and balance a cash drawer, daily ATM transactions, branch work, and vault cash.
Open new customer accounts and take loan applications as opportunities arise.
Identify cross-sell opportunities to deepen customer relationships and make outbound calls to review products and services and customer satisfaction.
Answer inquiries about bank products and services and assist with problem resolution at the teller line, desk, or by telephone.
Travel between the main office and branches as needed.