Universal Banker

CENTRAL BANCOMPANY, INC.•Holts Summit, MO

About The Position

The Universal Banker develops customer relationships by identifying financial needs, offering appropriate bank products and services, and resolving sales and service inquiries to improve customer satisfaction and sales. The role provides a consistent, customer-centric experience while processing transactions and maintaining personal and business accounts. The position supports branch goals, makes referrals to specialists and other lines of business, conducts outbound customer calls, and participates in ongoing training and development. It performs teller and account-service functions in accordance with bank policies, procedures, the corporate Code of Conduct, the Bank Secrecy Act, and applicable state and federal laws and regulations.

Requirements

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

Nice To Haves

Cash handling and/or customer service experience.

Responsibilities

Uncover customer needs and offer suitable bank products and services in a customer-centric manner.
Process customer transactions accurately and efficiently, including opening and maintaining personal and business accounts.
Assist the branch in achieving its goals.
Refer customers to experts when they have complex financial goals or needs.
Complete required levels of outbound calls to help grow and retain customer relationships.
Participate in ongoing training and development.
Conduct customer relationships and activities in compliance with bank policies, procedures, systems, the corporate Code of Conduct, the Bank Secrecy Act, and applicable state and federal laws and regulations.
Process financial transactions accurately and promptly in a friendly and professional manner through the lobby, drive-through, night-drop, mail, or ATM.
Balance the assigned cash drawer and research differences where applicable.
Listen actively and communicate in a friendly, positive manner, including in difficult situations.
Recognize customer needs, cross-sell appropriate products and services, and make referrals to other lines of business.
Perform teller functions in accordance with established bank policies, procedures, and regulations.