Universal Banker
About The Position
As the primary interface with the customer, the Universal Banker exhibits a professional, business-like appearance and demeanor while assisting customers with financial transactions such as deposits, withdrawals, transfers, and check cashing. Additional duties include keeping accurate records of all transactions, counting cash, answering phones, filing, and collecting payments. This hybrid role will also help customers by discovering financial needs, problem resolution, opening new deposit accounts, offering various products or services and helping the Branch meet sales goals, contributing to the success of the Bank. Tellers have an in-depth understanding of the banks’ systems and possess keyboarding and data entry skills necessary to perform daily tasks.
Requirements
- High school diploma or equivalent required
- Cash handling and customer service experience required
- At least six (6) months previous banking experience
Nice To Haves
- preferred
Responsibilities
- Greet and direct customers.
- Provide assistance in completing financial transactions.
- Balance cash drawer at the end of each day.
- Open new deposit accounts.
- Maintain minimum cash levels and controls as outlined in the security program.
- Answer phone and assist customers with inquiries, direct customers to proper departments as necessary.
- Cross sell products and services; direct customers to proper departments as necessary.
- Process Mail.
- Meet Sales goals.
- Process night drop deposits/payments.
- Maintain logs.
- Provide assistance in completing different types of financial transactions such as cashing checks, making deposits, savings, disbursing funds, selling cashier’s checks, cash advances and redeeming bonds, loan payments, CTR’s, stop payments, holds, memo posting and transfers.
- Explain features and benefits of debit cards, online banking, bill pay, mobile banking, remote deposit capture, merchant services, and other bank services.
- Gather appropriate documentation where necessary.
- Provide top-notch customer service in face-to-face interactions with potential customers.
- Weekly cleaning of teller area, wiping down ATM and drive-thru tubes and night deposit area
- Keep work area neat and organized.
- Perform other tasks requested as they relate to the Bank and its functions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
