Universal Banking Specialist/ Bookkeeping Backup

First Community Bank • Corpus Christi, TX

345d

About The Position

A Universal Banking Specialist is the liaison between the Bank and its current and potential customers. A Universal Banking Specialist is responsible for all service activities and duties. From greeting customers to effectively solving customer concerns, complaints, and inquiries. The employee will identify the customers' needs by answering questions, offering assistance in lending options, and will provide product and service information. While working in the call center, a Universal Banking Specialist must manage large volumes of calls in a timely manner. Employee will open accounts, process loan payments; process deposits, cash checks, and offer customer service solutions in a non-customer facing environment. A Universal Banking Specialist must maintain a professional attitude with sincerity and enthusiasm, reflecting the Bank's commitment to our customers. Employee should have a strong understanding of all bank product features and functionality. Employee should also have a thorough knowledge of current bank policies and procedures as well as Federal and State laws and regulations. In addition, the position has backup duties assisting the bank's bookkeeping department.

Requirements

• Strong organizational skills.
• Strong verbal and written communication skills.
• High level of energy and motivation with the ability to manage multiple tasks.
• Strong quantitative and analytical skills.
• Ability to work with various teams to ensure outstanding customer service.
• Strong proficiency with MS Suite of products.
• Ability to meet established deadlines.
• Work productively individually.
• Communicate effectively in writing and orally.
• Operate standard office equipment.
• Travel to various bank locations and training activities as needed.
• High integrity and ethical standards.

Nice To Haves

• Previous banking experience or business development or retail experience preferred.

Responsibilities

• Serve as the liaison between the Bank and its customers.
• Manage service activities and duties, including greeting customers and solving concerns.
• Identify customer needs by answering questions and offering assistance in lending options.
• Provide product and service information to customers.
• Manage large volumes of calls in a timely manner in the call center.
• Open accounts, process loan payments, deposits, and cash checks.
• Offer customer service solutions in a non-customer facing environment.
• Maintain a professional attitude reflecting the Bank's commitment to customers.
• Assist the bank's bookkeeping department as needed.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 51-100 employees