Universal Banker

BankFiveFall River, MA
$35,490 - $49,690Onsite

About The Position

The Universal Banker provides support to the Branch Manager and Assistant Branch Manager in assisting customers. The Universal Banker may assist management with administrative functions. By delivering a world-class customer experience for all current and prospective customers, the Universal Banker deepens and retains existing customer relationships and may assist with mentoring the teller staff to do the same. Responsible for achieving personal sales goals and proactively guiding sales activities of the platform staff toward achievement of branch goals.

Requirements

  • High School diploma or equivalent is required.
  • Bank experience is required.
  • NMLS registration or eligibility for registration is required.
  • Proven experience in customer service, sales/business development and problem solving skills required.
  • Ability to use various office equipment including computer terminal; knowledge of banking platform programs required.
  • Ability to work under pressure, within deadlines, prioritize and manage changing priorities and multiple tasks simultaneously.
  • Notary public required (eligibility for registration required at hire).

Nice To Haves

  • Associate’s degree in Business or related area is preferred
  • Two of progressive retail banking experience preferred
  • Intermediate Microsoft Office skills preferred

Responsibilities

  • Ensure operational integrity and risk management by ensuring that procedural requirements and processes are known and utilized.
  • Meet established sales goals and acts as a leader in the branch.
  • May provide guidance to tellers in complex customer transactions. May assist in the training and coaching of tellers.
  • When teller line volume warrants, will provide assistance in the daily teller activities needed to meet the demands of the branch including processing teller transactions and performing standard teller activities.
  • Provide a supporting role ensuring platform team members to ensure customer service levels are exceeding customer expectations.
  • Greet and interact with each customer and non-customer with world class service.
  • May maintain and balance own cash drawer, daily ATM transactions, branch work and vault cash.
  • Able to open new customer accounts and take loan applications as opportunities arise. Identify cross-sell opportunities to deepen the customer relationship with BankFive. Make outbound calls to review current products and services to ensure customers are highly satisfied.
  • Answer inquiries regarding bank products and services. Assist customers with problem resolution. This may occur on the teller line, at the desk or over the telephone.
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