Client Solutions Administrator/Universal Banker

4 months ago

Fredericksburg, United States LINKBANK Full time
Job DescriptionJob DescriptionDescription:

General Responsibilities / Job Summary:

This employee would create a differentiating experience for all visitors to the solution centers. Responsible for achieving solution center goals through efficient and accurate transaction processing, while providing needs-based client solutions.

Essential Functions/Duties:

  1. Embrace the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company.
  2. This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client services to all members of LINKBANK.
  3. Ensures a differentiating client experience through handling client transaction needs via in person, drive-thru, or telephone. This includes but is not limited to accepting deposit and withdrawals, cashing checks, processing mortgage & loan payments, loan advance requests, verifying cash & check endorsements, processing change orders, opening new accounts, online banking resolution, debit card resolution, safety deposit box access, and issuing Official Checks.
  4. Process and log mail, night depository and ATM deposits (if applicable).
  5. Maintaining Solution Center records and information in accordance with Retail Operations Guidelines to ensure operational soundness and compliance for audit purposes.
  6. Accurately and efficiently completes Currency Transaction Reports and Reg CC Forms.
  7. Responsible for daily balancing of cash drawers and vault; and filing and maintaining audit records of this process.
  8. Ordering, sending, and balancing cash and coins for shipment to/from the Federal Reserve.
  9. Ordering supplies and maintaining stock of items utilized in the Solution Centers.
  10. Assist with training new employees and/or interns.
  11. Supports team sales process by reviewing client profiles, offering additional solutions, and referring clients to the appropriate team member.
  12. Adheres to internal controls, operational procedures, and risk management policies, while remaining informed of all changes to policies and procedures.
  13. Other duties as assigned.


Requirements:

Minimum Qualifications:

Education/Training: High School Diploma or equivalent.

Knowledge/Skills/Abilities:

  • Ability to juggle multiple priorities with clear direction from supervisor.
  • Attention to detail, problem solving and the ability to be proactive.
  • Basic knowledge of bank products and services.
  • Strong ability to comply with policies and procedures.
  • Strong computer knowledge and Microsoft Windows skills required.
  • Satisfactorily completes required annual regulatory training.
  • Strong client service skills with the ability to listen with professionalism, patience and empathy.
  • Strong interpersonal, communication, leadership and organizational skills.

Experience: Prior teller experience preferred or at least 1 year cash handling and client service experience.

Required Certification/Licenses:

Travel Requirements: Ability to travel to all locations in the bank’s footprint as needed.

Physical and Mental Job Requirements:

  • Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and other employees.
  • Must be able to read and comprehend, sometimes complex schedules, and details to process correspondence accurately, while providing exceptional client service.
  • Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.
  • Must have physical stamina for extended periods of standing and/or walking.
  • Must have visual acuity required to work at a computer terminal.
  • Mobility enough to coordinate activities in the department and lifting no more than 20 pounds may be required.

Working Conditions:

Indicate how often the following physical demands are required to perform the Essential Functions listed above.


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