Universal Banker
3 months ago
Universal Banker
This opportunity may be perfect for you if you have experience in:
> Customer Service
> Sales & Cash Handling
> Account Management
ABOUT THE POSITION
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events.
Responsibilities Include:
> Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
> Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies.
> Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships.
> Research customer questions and direct problem resolution to maintain customer relationships.
> Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
> Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
> Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
> Provide training, support and guidance as appropriate to co-workers and customers.
> Act in Branch Manager’s absence as needed.
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having:
Education/Certifications:
> Associates Degree or equivalent experience required
> 4 to 6 years of customer service experience required; experience in a financial institution preferred
> Ability to achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge Requirements:
> Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
> Quality problem-solving skills; ability to work independently and as part of a cooperative work team
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
> Solid sales and referral experience; knowledge of bank and insurance products/services
Physical Demands:
> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
> Must be able to repetitively use a telephone and computer mouse and keyboard.
> Ability to lift/move up to 15 lbs.
Other:
> Travel to neighboring locations as needed
> Work rotating Saturday schedule
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
> Competitive compensation incl
