![United Community Bank](https://media.trabajo.org/img/noimg.jpg)
Universal Banker I
3 months ago
Reports To: Varies
Direct Reports: N/A
Salary Grade: 5
SUMMARY
As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions.
EDUCATION AND EXPERIENCE REQUIREMENTS
- High school diploma or equivalent
- Minimum of one-year retail experience
- Proficient computer operation skills and ability to operate standard office equipment
- Proficient in Microsoft Office programs
- Great interpersonal skills in dealing with both internal and external customers
- Great telephone and customer service skills
- Ability to uncover and provide solutions to meet customer needs and provide resolutions
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
- Adhere to all security procedures and follow operational bulletins
- Maintain basic knowledge of banking products and services
- Extensive knowledge of financial institution policies and procedures pertaining to customer service and teller operations
- Handle each transaction with care, sensitivity, and confidentiality
- Provide efficient, accurate and high-quality service while maintaining good customer relations and present oneself as an example of extraordinary quality service
- Answer customer inquiries and provide account information and updates as requested
- Answer questions regarding bank policies as well as products and services
- Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers
- Drive proactive needs based sales conversations through interactions, including service to sales, teller interactions and appointment setting
- Make referrals to other areas of the bank
- Educate customers on options for managing transactions using technology and all other tools and resources available
- Apply product and service knowledge to effectively solve customer problems
- Assist other staff in serving customers, answering telephones and performing other duties as necessary
- When applicable, admit authorized customers to the safe deposit box area, complete necessary forms and rent safe deposit boxes
- Utilize bank programs such as customer management and sales tools
- Participate and help branch achieve sales goals to maximize success
- Receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement
- Cash checks and process withdrawals; pay out money after verification of signature and customer balances
- Place holds on accounts for uncollected funds
- Verify and package coin and currency
- Balance cash drawer at the end of the day and report any discrepancies to the Supervisor
- Ensure the teller station is properly stocked with forms, supplies, etc.
- Prepare currency transaction reports as necessary including entering information on monetary instrument logs
- Process charge card payments and cash advances, loan payments, skip payments, safe deposit box rental payments, and utility payments (where applicable)
- Orders and maintains inventory of negotiable instruments in teller area; verify cash received upon sale of negotiable instruments
- Adhere to operator limits (Teller Supervisor's approval required on amounts larger) on all applicable transactions (ex: Split Deposits)
- Perform daily teller functions such as issuing Official Checks, redeeming Savings Bonds, processing night deposits, preparing courier bags, etc.
- Send items for collection when necessary
- Work drive-in Teller area when necessary
- Assist in ATM servicing when necessary
- Engage customers in conversations to uncover opportunities to deepen the relationship and promote financial wellness for the customer
- Promote, explain, open and renew (where applicable) financial institution services such as consumer loans, IRAs, Certificates of Deposit, safe deposit boxes, etc.
- Provide personalized service to depositors including new checking, savings, and certificate accounts
- Provide account advice, including resolution suggestions, other information and follow up to assigned customers as needed
- Have a thorough knowledge of all retail products and service, including Individual Retirement Accounts and ability to renew maturing IRAs, process IRA transfers, rollovers, and disbursements
- Fulfill onboarding process for all new customers
- Perform daily operation of computer applications and make changes or updates to existing accounts when authorized and necessary
- Responsible for ordering new account kits and related supplies
- When applicable assist with vault money, which includes ordering/shipping/balancing
- Verify cash received/shipped, orders and maintains inventory of official checks and other negotiable items for use in the teller area
- Place stop payments when requested by customer
- Verify and place holds on deposits as needed when risk of loss is identified
SUPERVISORY RESPONSIBILITY
This position has no direct reports.
WORK ENVIRONMENT
Location in United footprint
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 20% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
-
Personal Banker II, University Heights
3 weeks ago
Cleveland, United States Dollar Bank, FSB Full timeAs a Personal Banker, you are part of a team whose primary focus is to provide exceptional customer service. You will engage in thoughtful interactions to build and grow customer relationships by suggesting banking products and services (e.g. checkin Personal Banker, Banker, University, Customer Service, Business Services
-
Personal Banker I
4 weeks ago
Cleveland, United States Fifth Third Full timeSelected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the progra Personal Banker, Banker, Customer Experience, Financial, Sales, Business Partner, Banking, Business Services
-
Personal Banker I, Maple
3 weeks ago
Cleveland, United States Dollar Bank, FSB Full timeAs a Personal Banker I, you are part of a team whose primary focus is to provide exceptional customer service. You are often the first to welcome our customers, while engaging in thoughtful interaction. You will assist customers with banking transact Personal Banker, Banker, Customer Service, Business Services, Relationship
-
Personal Banker I
4 weeks ago
Cleveland, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and...
-
Universal Banker
2 weeks ago
Cleveland, United States The Piedmont Bank Full timeDescriptionSummary The Universal Banker position is an integral part of our business that interacts with customers via telephone, email, fax, postal mail and face to face to open and close accounts in addition to explaining all financial services. RequirementsEssential Functions- Teller - travel to other branches as needed Receives checks and cash for...
-
Customer Relationship Banker I
1 week ago
Cleveland, Ohio, United States Dollar Bank, FSB Full timePosition Overview:As a Customer Relationship Banker I, you will play a vital role in delivering outstanding customer service.Your primary responsibility will be to greet customers warmly and engage them in meaningful conversations. You will assist clients with their banking transactions and inquiries, ensuring a seamless experience.Key Responsibilities:1....
-
Personal Banker Associate
2 weeks ago
Cleveland, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations...
-
Personal Banker Associate
3 days ago
Cleveland, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...
-
Retail Banking Associate I
1 week ago
Cleveland, Ohio, United States Fifth Third Full timePosition Overview:Selected individuals will embark on a journey to become a Retail Personal Banker I after successfully completing a comprehensive 9-week onboarding and educational program. This program includes valuable rotations in Operations and Sales & Service. Program Highlights:1. Extensive training designed to enhance your skills in Customer...
-
I&C Technician
3 months ago
Cleveland, United States Medical Center Company Full timeJob DescriptionJob DescriptionCOMPANY: Medical Center CompanyROLE: Instrument & Controls TechnicianDEPARTMENT: MaintenanceLOCATION: Cleveland, OhioREPORTS TO: Maintenance DirectorWEBSITE: www.mcco.orgStatus: Bargaining Unit (Teamsters Local 964)Relocation: Not ProvidedABOUT THE MEDICAL CENTER COMPANY (MCCo)The Medical Center Company (MCCo) is dedicated to...
-
Patient Access Coordinator I
1 week ago
Cleveland, Ohio, United States University Hospitals Full timePosition Overview:As a vital member of the Revenue Cycle team at University Hospitals, the Patient Access Specialist I plays a crucial role in ensuring accurate patient registration and providing exceptional customer service. This position is essential in minimizing denials and enhancing customer satisfaction while effectively managing financial...
-
Pediatric Anesthesiologist
3 months ago
Cleveland, United States The MetroHealth System Full timeThe Department of Anesthesiology at MetroHealth Medical Center, Case Western Reserve University, has an immediate opening for a full time ABA board certified/eligible anesthesiologist with Pediatric Anesthesia fellowship training. Duties include direct patient care, resident teaching and supervision of residents/CRNAs/CAAs. Opportunities for clinical...
-
Senior Project Designer I
4 weeks ago
Cleveland, United States Vocon Design, Inc. Full timeJob DescriptionJob DescriptionDescription:We believe…Every project can make life better.Strong relationships inspire great work.We must push boundaries and explore new ideas.Model the outcomes we aspire to create.Only together can we give it our all.At Vocon, we are proud of the diverse range of backgrounds, personalities, and passions that make up our...
-
Senior Project Architect I
4 weeks ago
Cleveland, United States Vocon Design, Inc. Full timeJob DescriptionJob DescriptionDescription:We believe…Every project can make life better.Strong relationships inspire great work.We must push boundaries and explore new ideas.Model the outcomes we aspire to create.Only together can we give it our all.At Vocon, we are proud of the diverse range of backgrounds, personalities, and passions that make up our...
-
Sales Leader I
1 month ago
Cleveland, Ohio, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Physician-Surgery Trauma Physicians
3 months ago
Cleveland, United States Metro Health Full timeLocation: METROHEALTH MEDICAL CENTER Biweekly Hours: 80.00 Shift: 8-5 The MetroHealth System is redefining health care by going beyond medical treatment to improve the foundations of community health and well-being: affordable housing, a cleaner environment, economic opportunity and access to fresh food, convenient transportation, legal help and other...
-
Cleveland, United States University Hospitals Full time**Position #**: 21000FA0 **Position**: Surgical Technologist- Labor and Delivery- Night Shift **UH Facility**: MacDonald Women's Hospital **Shift**: Nights **Status**: Full-time **Work Days of Week**: M-F, Rot wknd and Holidays To Heal. To Teach. To Discover. These words are more than just our mission, they embody the opportunities available to the...
-
Special Procedures Technologist I
2 months ago
Cleveland, United States University Hospitals Health System Full timeRadiology candidates who accept a part-time or full-time position with University Hospitals are eligible for a sign-on bonus of $10,000 (for full-time) or $5,000 (for part-time). Eligible positions include: CT Tech, MRI, Mammography, Mobile Van Mammography, Multi-Modality, Nuclear Med Tech, Radiographer, Sonographer and Special Procedures Ask your recruiter...
-
Registered Nurse
2 weeks ago
Cleveland, United States University Hospitals Full timeDescriptionTo Heal. To Teach. To Discover. At University Hospitals, this is more than just our mission. These words embody the opportunities available to the many world-class doctors, nurses, health care professionals, and support staff that choose to join UH and Be the Difference. A Brief Overview Provides safe efficient age specific nursing care to...
-
Registered Nurse
1 week ago
Cleveland, United States University Hospitals Full timeDescriptionTo Heal. To Teach. To Discover. At University Hospitals, this is more than just our mission. These words embody the opportunities available to the many world-class doctors, nurses, health care professionals, and support staff that choose to join UH and Be the Difference. A Brief Overview Provides safe efficient age specific nursing care to...