Universal Banker

Citizens National Bank • Meridian, MS

20d • Onsite

About The Position

Universal Banker II Classification Non-Exempt Reports to: Bank Manager or Assistant Bank Manager Summary/Objective The Universal Banker ll (UB ll) must have exceptional customer service, sales and relationship-building skills while following the banks sales process. The UB ll 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 function as a teller as needed.

Requirements

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

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 banks assets by efficiently operating a cash drawer while following the banks policies and procedures and adhering to the Bank Operations Manual.
• Utilizes the banks Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the clients relationship and follow-up for future referral opportunities while following the banks 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 banks policies and procedures.
• Performs consumer lending duties including Home Equity loans
• Participates in daily/weekly meetings with the Bank Manager and assists the Bank Manager with other duties as needed including opening and closing procedures and sales and operational goals.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED