Universal Banker

Central Bancompany•Holts Summit, MO

About The Position

The Universal Banker develops customer relationships by identifying ways to meet financial needs and resolving sales and service inquiries to improve customer satisfaction and sales. The role provides a consistent, customer-centric experience by uncovering customer needs and offering suitable bank products and services. It processes transactions, opens and maintains personal and business accounts, supports branch goals, refers customers to experts for more complex needs, and makes outbound calls to grow and retain relationships. The position processes financial transactions through channels including the lobby, drive-through, night drop, mail, and ATM; balances an assigned cash drawer and researches discrepancies. It also performs teller functions, follows bank policies and procedures and applicable laws and regulations, participates in ongoing training and development, and communicates with customers in a friendly and professional manner.

Requirements

Basic math skills.
PC and typing skills.
Ability to count U.S. currency.
Attention to detail and a high degree of accuracy.
Strong customer relations skills.
Ability to communicate and work cooperatively and positively with employees and customers.
Ability to stand for long periods of time.
Ability to lift 20 lbs.

Nice To Haves

Cash handling and/or customer service experience preferred.

Responsibilities

Identify customer financial needs and offer suitable bank products and services in a customer-centric manner.
Resolve customer sales and service inquiries to support customer satisfaction and sales.
Open and maintain personal and business accounts accurately and efficiently.
Assist the branch in achieving its goals.
Refer customers to experts or other lines of business when they have more complex financial needs or may benefit from traditional or non-traditional products and services.
Make the required level of outbound phone calls to grow and retain customer relationships.
Process financial transactions accurately and promptly through the lobby, drive-through, night drop, mail, or ATM.
Balance the assigned cash drawer and research differences when applicable.
Perform teller functions in accordance with bank policies, procedures, and regulations.
Actively listen to customers and communicate in a friendly, positive, and professional manner, including in difficult situations.
Participate in ongoing training and development.
Conduct activities in accordance with bank policies, procedures, systems, the corporate Code of Conduct, Bank Secrecy Act, and applicable state and federal laws and regulations.