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4 months ago
The Universal Banker’s primary goal is to help clients by discovering financial needs, assisting in problem resolutions, and processing transactions when needed. This position takes a lead role in creating an outstanding client service experience by resolving client concerns, opening new accounts, offering convenience services, and helping the Office meet objectives contributing to the success of the organization. The Universal Banker reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with involved clients and colleagues.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
- Bi-lingual in Spanish is preferred but not required
- High School Degree or equivalent, College degree or coursework preferred in business, finance or accounting.
- Minimum of one (1) year banking and cash handling/balancing experience required.
- Experience in banking is preferred but not required.
- Basic math skills and analytical skills; ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to quickly adapt to different environments, and unpredictable situations.
- Detail oriented, able to multi-task.