Universal Banker

Citizens National BankMeridian, MS
Onsite

About The Position

The Universal Banker (UB) must have exceptional customer service, sales and relationship building skills while following the bank’s sales process. The UB is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will primarily function as a teller.

Requirements

  • High school graduate or GED.
  • High energy with strong interpersonal verbal and written communications skills.
  • Working knowledge of computer software.
  • Work in a team environment while following good judgement, tactfulness and time constraints while maintaining a professional manner.

Nice To Haves

  • Post High School Education or 2 years of related experience.
  • Banking experience.

Responsibilities

  • Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
  • Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.
  • Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
  • Utilizes the bank’s Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client’s relationship and follow-up for future referral opportunities while following the bank’s vision, core competencies, moments of truth and sales process.
  • Assists consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank’s policies and procedures.
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