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Universal Banker II
4 weeks ago
Position Summary
Universal Banker II will serve as the face of the Bank at our retail branches. Universal Banker II will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker II will be responsible for opening new deposit account and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool.
Essential Responsibilities:
- Provide excellent customer service.
- Open and maintain deposit/IRA accounts and customer records.
- Process customer financial transactions.
- Address customer inquiries regarding all deposit products and account information.
- Maintain knowledge of teller/new account/branch policies and procedures.
- Act as the COCE Champion within branches.
- Assist with hands-on Universal Banker training program.
- Review and complete online account opening applications and necessary onboarding tasks.
- Process consumer lending applications.
- Support staff with all branch operation expectations.
- Verify cash shipments and accurately balance the vault.
- Maintain and accurately balance cash drawer.
- Promote and cross-sell the bank’s products and services.
- Build and maintain a customer portfolio through the Sales Management CRM system.
- Achieve and maintain 80% of individual sales goal.
- Assist Universal Banker I with customer interactions and make decisions, as needed
- Participate in community involvement.
- Perform additional responsibilities as assigned by supervisor.
Qualifications:
- High school diploma or GED
- Proven excellence as Universal Banker I
- Minimum 5 years customer service experience preferred
- Minimum 3 years banking experience preferred
- Minimum 2 year New Accounts and IRA experience preferred
- Cash handling experience
- Strong interpersonal communications skills
- Intermediate working knowledge of Microsoft Office products
- Ability to proactively and professionally solicit new business
- Excellent organization and time management skills
- Ability to work a flexible schedule, including Saturdays
- Ability to stand for extended period and occasionally lift bags/boxes of coin weighing up to 50 lbs
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