Universal Banker
About The Position
As the Universal Banker you will perform Client Service Representative, Teller and administrative functions as needed in a branch setting. Greets, assists, and directs clients in a prompt courteous manner via telephone and in-person. Opens and maintains customer accounts and performs related account maintenance. Processes client transactions, maintains and balances a cash drawer and/or vault and identifies the needs of clients while cross-selling appropriate Bank products and services. Understands and completes job responsibilities in accordance with federal and state regulations.
Requirements
- High school diploma required
- Previous cash handling experience required
- Minimum one year customer service experience required
- Must possess courteous and professional customer service attitude
- excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers
- ability to maintain the integrity of highly confidential client and Bank information
- Must possess computer functioning and typing skills
- basic mathematical skills up to and including fractions
- legible handwriting
- Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity
- effective problem solving skills
- effective cross selling skills
- Must be a self-starter and independent thinker and meet goals as outlined by the manager
Nice To Haves
- Two-year degree in business related coursework preferred
- One year of previous banking experience preferred
Responsibilities
- Greets clients, offers assistance, and directs to appropriate department
- Opens and maintains retail deposit accounts
- Suggests products and services that best meet clients’ needs
- Performs debit card and internet banking maintenance
- Assists clients with basic service requests for retail banking products
- Refers clients to proper co-workers for other banking assistance
- Assists clients in person and on the phone while following the Banks service standards
- Processes client transactions
- Maintains and balances cash drawer and/or vault on a daily basis
- Performs opening and/or closing procedures for the bank
- Provides access to safe deposit boxes
- Assist other departments as needed
- Attends required department meetings
- Other job related duties necessary to carry out the responsibilities of this position
- Participates in internal and external training and development opportunities as required
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
