Universal Banker
About The Position
The Universal Banker I (Teller) performs teller and personal banking functions, promotes Midwest Heritage Bank products and services, and provides competent, courteous service to existing and prospective customers. The role includes meeting sales and operations goals, processing teller transactions, maintaining and balancing a cash drawer, and supporting the Operations Supervisor with clerical tasks. The incumbent maintains product and service knowledge through ongoing training and internal communications and protects the confidentiality of customer, employee, bank, insurance, and financial information. Retail locations are open six days a week, with extended weekday hours. The position requires flexibility to work non-traditional banking hours, including evenings and some weekends. The Chariton location requires Saturday availability. Work is primarily indoors, with occasional local travel.
Requirements
- Must be at least 16 years of age.
- Successful experience in a customer service capacity.
- Professional presentation and excellent communication skills.
- Strong attention to detail.
- Strong computer and keyboarding skills.
- Ability to report to work as scheduled and on time.
- Availability for workdays, evenings until 6:00 p.m., and weekends at retail locations; Saturday availability is required for the Chariton location.
- Ability to sit for long periods and/or stand for long periods.
- Ability to communicate with customers in person and by phone and exchange accurate information.
- Ability to operate a computer and office productivity equipment and perform tasks requiring close visual acuity.
Nice To Haves
- Previous sales or cash management experience.
- Previous bank teller experience.
Responsibilities
- Complete in-aisle walks and PA announcements as required at retail locations.
- Increase existing customer account relationships and attract new customers by introducing products and services.
- Achieve sales goals on a continuous basis.
- Process all types of teller transactions and maintain and balance a cash drawer daily.
- Maintain knowledge of Midwest Heritage products and services through ongoing training and internal communications.
- Assist the Operations Supervisor with clerical support, including filing, ordering supplies, maintaining office records, and preparing reports.
- Achieve operations goals on a continuous basis.
- Ensure customers are satisfied with the products and services they obtain.
- Communicate proactively and professionally with customers regarding their financial needs.
- Protect the privacy and confidentiality of customers, employees, and bank, insurance, and financial information.
- Follow state and federal regulatory requirements and complete assigned training within required timeframes.
- Perform quality work within deadlines and interact professionally with employees, customers, suppliers, vendors, and outside agents.
- Contribute effectively as a team member, work independently, and coordinate work efforts with others.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
