Teller II

Summary: A Universal Banker II ("UB II") is a critical role on the front lines assisting customers with a variety of bank products and services. The UB II position requires knowledge of both universal banker (teller) and consumer new account transactions as well as operational functions of the branch. A UB II promotes business for the bank by providing exceptional customer service, referring and cross-selling appropriate bank products and services.

Primary Responsibilities:

• Opens and maintains new consumer deposit and savings accounts.
• Provides professional and excellent customer service.
• Performs universal banker (teller) duties and organizes balances and proofs cash daily to maintain accurate account transactions processed.
• Identifies payees and verifies signatures and endorsements.
• Maintains bank accounts by ordering checks and debit cards.
• Utilizes Sharepoint as a resource for policies and procedures.
• Performs Debit Card functions in Payments One.
• Assists customers with Digital Banking services.
• Assists customers and input check Stop Payment Requests.
• Assists customers with wire transactions and processing.
• Identifies whether an item needs to have a hold placed and follows procedures to place the hold.
• Refers and cross-sells bank products and services.
• Attracts and retains customer relationships by providing accurate and timely customer service.
• Verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction.
• Answers customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships.
• Recognizes red flags, scams, fraud, phishing, etc.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Performs all job duties and responsibilities assigned to Universal Banker I.
• Performs responsibilities during Bank hours by being physically present at the Bank an average of 40 hours each week based on banking needs.
• Performs other responsibilities as assigned by management.

• High School Diploma or GED.
• 6 months to 1 year of bank experience (including cash handling and customer service).
• Excellent oral, written, and interpersonal communication skills.
• Meticulous attention to detail required. Service-oriented, polite, and respectful.
• Ability to prioritize tasks, multi-task, and meet deadlines.
• Demonstrated ability to exercise sound judgment, integrity, and honesty.
• Problem solver with the ability to objectively review a challenge and suggest multiple alternatives. Flexible, team-oriented, and willingness to continuously learn.
• Ability to navigate multiple computer systems and programs.

• Associate's degree.
• Two years of Banking Employment experience.