Universal Banker

COMMUNITY NATIONAL BANK•Dallas, TX

1d•Onsite

About The Position

Under general supervision, but in line with established policies & procedures, provide a variety of service functions for customers. Answer customers’ questions and explain available products and services to best meet the needs of the customer. Perform all duties of a New Account Representative, Customer Service Representative, and a Teller in a professional and helpful manner.

Requirements

Must present a professional appearance.
Must be highly organized and a self- starter.
Must be customer oriented.
Ability to multi-task.
Must be proficient in Fiserv Operation related Processes.
Maintain confidentiality.
Ability to count large sums of money.
Ability to deal effectively and tactfully with customers and personnel of other departments.
Ability to work in a team environment.
Ability to maintain good customer service even if conditions are not favorable i.e., computer systems down, phone systems not working properly, staff shorthanded.

Responsibilities

Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Greet customers as they enter the lobby in a pleasant and helpful matter.
Be able to provide the customer with exceptional customer service on any of their banking needs with the exception of Lending issues; however, be able to direct them to the Lending Department.
Provide customers with an explanation of different account options and ownership type.
Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services with the exception of Lending.
Ensure all new accounts are properly processed by preparing all paperwork and assisting customers in signing the necessary documents.
Open IRA/HSA Accounts and make customer aware of the various legal requirements.
Process check orders.
Update and process all account maintenance such as name, address, and account signer changes.
Initiate order for debit cards, and process documents for lost, closed, or stolen debit cards.
Process gift cards.
Process customers through CIP program
Resolve customer concerns or questions in regards to their online banking and bill pay.
Open new Safe Deposit Boxes as well as grant customer access to their existing boxes.
Monitor Safe Deposit Boxes for Past Due status.
Process Safe Deposit Payments.
Process Wires, Stop Payment.
Process incoming mail transactions.
Perform teller functions, including customer verification, deposits, withdrawals, loan payments, cash checks, and balance cash drawer.
Process cash transactions on the Cash Recycler.
Handle large sums of cash and balance cash drawer on a daily basis.
Assist with all end of day duties such as balancing cash drawer, run coin machine, print required reports, and process paperwork to verify teller batches match.
Maintain regular and punctual attendance.
Work cooperatively with others.
Work overtime as needed.
Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.