Universal Banker Jobs

About The Position

Requirements

• High school education level is listed; an associate degree is preferred but not required.
• Demonstrated aptitude for mathematical and/or financial transactions.
• Ability to execute day-to-day work under general supervision.
• Strong customer service skills and a customer-oriented approach.
• Ability to thrive in a fast-paced environment and multitask daily duties.
• Ability to address basic work-related or technical issues and refer more complex issues to higher-level staff.
• Strong written and verbal communication skills.
• Strong teamwork and collaboration skills, including working in diverse teams and maintaining positive working relationships.
• Flexibility and adaptability.
• Ability to use banking software and common office applications, including Word, Excel, Outlook, and related applications, and willingness to learn new technologies.
• Strong problem-solving skills.
• Ability to meet the physical demands of the role, including standing, moving, using hands, reaching, speaking, and hearing; occasionally sitting, stooping, lifting, kneeling, or crouching; and occasionally lifting or moving up to 25 pounds.

Nice To Haves

• Associate degree (preferred but not required).
• Exposure to the banking industry (preferred but not required).

Responsibilities

• Welcome and represent the bank to current and potential customers and vendors in a professional, inviting manner.
• Identify customer needs and explain bank products and services as solutions, ensuring customers understand the offerings.
• Execute customer banking transactions, including deposits, withdrawals, and check cashing, and complete retail support activities such as processing coin and handling safe deposit box requests.
• Maintain appropriate cash levels and keep cash secure; balance the drawer, vault, and ATM, including buying and selling currency, and report variations according to bank policy.
• Open and close checking and business accounts, certificates of deposit, IRAs, and HSAs, and process related product and service transactions.
• Establish files and records for personal and business account products and services, including online and mobile banking, cash management, payroll, ACH, fraud protection, and merchant capture services.
• At smaller branches, manage, balance, and maintain the vault and ensure branch cash needs are met.
• Support efficient branch service operations and follow policies and procedures.
• Prepare miscellaneous reports and paperwork and conduct audits as needed.
• Occasionally travel to other branches to support retail needs as requested.
• Attend branch meetings and scheduled bank-wide meetings.
• Participate in community and outside sales events to support the branch or market.
• Perform other duties as requested or assigned.

Benefits

• Paid vacation time.
• Career development and opportunities to learn new things daily.
• Opportunities to participate in special interest groups, such as Toastmasters or Young Professionals, or an Employee Resource Group.
• Access to an online library of more than 6,000 personal and professional development courses hosted by Udemy Business.
• Participation in the company-wide employee wellness program.