Universal Banker II

4 days ago

Fort Walton Beach, United States United Fidelity Bank Full time
It's fun to work at a company where people truly BELIEVE in what they're doing

The following information aims to provide potential candidates with a better understanding of the requirements for this role.
We're committed to bringing passion and customer focus to the business.

The Universal Banker II is a key customer service role, the “face” of UFB. One who will provide high quality customer service in a friendly and efficient manner to existing and potential customers. This position conducts frontline banking functions such as providing teller services, promotes and educates customers on available products and services, opens new accounts, manages cash in vault and teller drawers, assists management as needed, and promotes the organization in the community for business development and to drive branch growth.

Essential Job Functions include, but are not limited to:

Comply with all policies, procedures, disclosure, regulations, and consumer privacy requirements.
Perform all duties in relation to the Bank Secrecy Act under the guidance of the BSA Officer.
Provide a complete range of customer services, thoroughly explain available products and services, gather customer information to process new and existing accounts, and open and maintain accounts.
Proactively cross-sell UFB products and services based on customer needs.
Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively.
Perform teller duties.
Refer customers to appropriate bank personnel to meet their financial needs.
Investigate and correct errors.
Input wire transfer requests.
Verify money received or sent for deposit in the vault at designated times.
Balance vault/branch daily, maintain predefined cash limits.
Review and complete various branch reports.
Provide overrides/transaction decisions to tellers for items within assigned procedural limits.
Assist management as needed.
Drive proactive sales conversations through internal and outbound interactions including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement.
Continually increases product and service knowledge to satisfy customer demand, with in-depth knowledge of all eService’s, Health Savings Accounts, IRA, consumer loans, merchant capture, ACH, Wire, Positive Pay, Retail and Business Mobile Apps, etc.
Represents UFB in community affairs and civic organizations both during and after business hours.
Actively achieves and works to accomplish individual sales, referral, operational, and community involvement goals.
Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

Strong customer service focus.
Excellent interpersonal, written, and verbal communication skills.
Must demonstrate strong analytical skills and the ability to use sound judgement.
Advanced organizational and time management skills.
Proficiency in Microsoft Office suite of products.

Education, Experience and Qualifications:

High School Graduate or General Education Degree (GED).
Two or more years banking experience required.
Previous cash handling experience required.
Minimum two years in a customer contact/sales position or equivalent preferred.

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc.

Working Conditions:

Typical office environment.
Extended viewing of computer screens.
Periodic travel may be required.
Regular travel will be required if designated as a Taskforce Universal Banker.
32-40 hours per week; Saturday rotation is required.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Please note: UFB does not accept resumes from independent recruiters or external staffing agencies for any of our openings unless we have an agreement in place, signed by the VP of Human Resources.

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