Universal Banker (Piikoi)- Territorial Savings
About The Position
The Universal Banker role at Territorial Savings involves providing a welcoming and professional experience for all customers, assisting with inquiries, and resolving issues promptly. This position focuses on building relationships by understanding customer needs and recommending appropriate banking products and services to achieve individual and branch sales goals. Key responsibilities include performing various teller transactions accurately, assisting with account openings and maintenance, and educating customers on digital banking options. The role also requires adherence to bank policies, procedures, and regulatory requirements, participating in operational tasks, and collaborating with team members to ensure seamless service delivery and achievement of branch goals. The Universal Banker is expected to maintain knowledge of bank products and services and contribute to training new team members.
Requirements
- Minimum Education Level: High School Diploma
- English: Written: Advanced
- English: Verbal: Fluent
- Excellent verbal and written communication skills.
- Strong organizational skills with a willingness to adapt to changes in a fast-paced environment.
- Ability to manage multiple tasks, projects, and deadlines simultaneously.
- Strong customer service skills with the ability to build and maintain relationships.
Responsibilities
- Provide a welcoming and professional experience for all customers, assisting with inquiries and resolving issues promptly.
- Build relationships by understanding customer needs and recommending appropriate banking products and services.
- Promote bank products and services to achieve individual and branch sales goals, including accounts, loans, and other financial solutions.
- Educate customers on digital banking options and self-service tools to enhance their banking experience.
- Maintain knowledge of bank products, services, and promotions to provide accurate and helpful information.
- Perform teller transactions, including deposits, withdrawals, transfers, and payments, with accuracy and efficiency.
- Assist customers with account openings, updates, and closings, ensuring compliance with bank policies and procedures.
- Identify opportunities to deepen customer relationships by cross-selling or upselling additional products and services.
- Monitor and maintain cash drawer accuracy while following established cash-handling procedures.
- Ensure adherence to bank policies, procedures, and regulatory requirements, including security and fraud prevention protocols.
- Participate in operational tasks such as ATM balancing, night deposit processing, and maintaining branch supplies.
- Monitor and escalate any suspicious account activity or potential risks to management as needed.
- Maintain organized and accurate records to support branch audits and operational reviews.
- Collaborate with branch team members to ensure seamless service delivery and achievement of branch goals.
- Assist with training and mentoring new team members as directed by management.
- Participate in branch meetings and training sessions to stay informed of updates and best practices.
Benefits
- bonus
- benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
