Universal Banker

Baker Boyer Career•Kennewick, WA

13d•$19 - $28

About The Position

A Universal Banker at Baker Boyer serves as a positive individual that engages and connects clients with services that best fit their needs. This position embodies both the Teller and the Personal Banker roles as needed to provide exemplary client service in the bank branch by paying and receiving transactions and opening accounts. Universal Bankers are encouraged to build lasting relationships with clients by providing friendly service to problem solve and/or execute requests in a timely and efficient manner. To be successful as a Universal Banker one will exemplify being a self-starter and role model with a high degree of teamwork and interaction with fellow employees while performing a variety of duties including: speaking with clients to determine financial needs, recommending appropriate bank services, and resolving client inquiries.

Requirements

Goal oriented, self-motivated and enthusiastic to provide extraordinary client service.
Excellent client service skills: able to deliver professional and courteous contact with the public in person, on the phone or through written correspondence.
Ability to proactively build and maintain positive relationships by portraying an approachable and open-minded outlook.
Is a team player: willing to delegate important tasks or take on additional tasks, as needed.
Ability to portray a highly professional image at all times by observing bank dress guidelines and exemplifying self-confidence and poise.
Strong knowledge and ability to use and/or learn Microsoft Office Suite (Word, Excel, Outlook), and other banking software with proficiency and accuracy.
Ability to handle complex problems involving several variables, or seek additional support when needed.
Strong time management skills, attention to detail and accuracy; ability to efficiently organize and prioritize multiple tasks.
Knowledge of/or ability to easily learn and maintain banking policies, procedures, services, and regulatory requirements.
Ability to read, write, speak and understand English.
Universal Banker I - Associate’s Degree and/or two to three years related experience preferred.
General understanding of banking and/or financial services industry desired.
Universal Banker II – Completed all 4 Phases of Universal Banker Training and is able to function independently and proficiently in opening of all types of accounts, including, but not limited to, Business, IRA, and HSA.
It is generally anticipated that it will take 3-5 years of experience as a Universal Banker I to complete the training and develop the knowledge, skills, experience, and proficiency necessary to perform at the level required of a Universal Banker II.

Responsibilities

Strengthens and develops client relationships and acts as an integral contributor in the team concept for client relationships.
Identifies client needs and proactively recommends products and services that fit those needs.
Helps clients grow, protect and secure family legacies.
Maintains accurate balancing records while processing and scanning transactions through Teller software.
Provides assistance and guidance to clients regarding debit cards, mobile banking, remote deposit capture and enhanced account analysis.
Informs and advises clients about a variety of services pertaining to their deposit accounts such as ATM, CD, IRA’S, Direct Deposit, safe deposit boxes, wire transfers, foreign currency, foreign drafts, online banking, Bill Pay including Apple and Google pay, eStatements and additional products as appropriate including lending or investments needs.
Opens all types of deposit accounts.
Prepares necessary account documentation and assists clients in completing necessary account documentation.
Proactively reaches client base through contact by phone.
Documents client activity and events in client relationship management software.
Maintains the security and confidentiality of Bank and client information.
Builds, retains, and expands relationships while assisting coworkers with a variety of client banking situations.
Collaborates with team members from all lines of business to carry out the Bank’s strategic plan.
Opens and closes the branch on a rotating basis.
Travels to other branches within the Baker Boyer network to deliver services as needed.

Benefits

Medical, Dental, Vision plans with additional: AD&D & Life Insurance
Long Term Disability
401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary.
Paid Leave- 22 days of Vacation leave and 3 R&R (Revive & Renew) days.
11 Paid Federal Holidays annually
Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.
Life Assistance Plan
Free access to financial counselors
Employee Wellness Program
8 hours of paid volunteer time annually