Universal Banker-Floater

11 hours ago

United, United States Community Bank Full time

Universal Banker - Floater

Classification: Non Exempt
Salary Grade: Pay Grade 3A - Salary based on experience
Reports to: Regional Branch Manager
Job Description Date: Jan 2024

JOB DESCRIPTION

Summary/Objective:

The purpose of this position is to provide prompt, efficient and friendly service to customers involving new account information, consumer lending and teller transactions, as needed. This is a cross-trained position and requires the ability to multi-task and also serve at the back up to the manager, when necessary.

This position will have extensive contact with customers and the public in a variety of settings. Position is responsible for promoting services of the bank, which requires a cheerful disposition, and the ability to employ tact and diplomacy in providing quick and efficient responses to all customer inquiries. Position also requires leadership qualities since it is the back up to the manager, in some cases.

PERFORMANCE OBJECTIVES:

  • Achieve growth in deposits by the assigned percentage determined by the Branch Manager.
  • Achieve growth in loans by the assigned percentage determined by the Branch Manager.
  • Satisfactory Compliance and Audit results (i.e., deposit exception report)
  • Treat every customer with the highest level of professionalism and provide exceptional customer service.
  • Completion of all required internal training programs.

Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

§ Assist with new account duties including identifying prospects for new or additional bank services. Recommend bank services to selected prospects and cross-sell existing customers.

§ Explain the different types of accounts available to customers and assist in the selection of the type of account that will best meet customer needs, assign
account numbers, complete forms requiring customer signatures and accept initial deposits.

§ Obtain proper identification from new customers, decide whether to accept account, and determine need and extent of reference investigation.

§ Place orders for checks, endorsement stamps and any other items needed for new accounts.

§ Complete computer forms and input incident to opening accounts and issuing certificates of deposit.

§ Answer incoming telephone inquiries and assist or transfer customers as needed; mail correspondence and forms for existing customers.

§ Assist customers in accessing their safe deposit boxes.

§ Process all documents and items pertaining to checking accounts, savings accounts, safe deposit boxes and certificates of deposit.

§ Sell, renew and redeem certificates of deposit.

§ Cross-sell products and services of the bank.

§ Provide customer assistance with balancing checkbooks, requests and minor complaints. Refer/direct customers to other departments or branches as necessary.

§ Receive and distribute branch mail.

§ Assist with ATM balancing as necessary.

§ Perform account maintenance as needed.

§ Maintain petty cash.

§ Send various mailings to customers and employees.

§ Close accounts and take applications.

§ Participate in credit extension functions with lending authority; perform loan processing tasks for all loan types as required.

§ Assist with loan function.

§ Quote loan rates and payment amounts

§ Quote payoffs for personal and car loans.

§ Assist Branch Manager with supervision of branch employees

§ Aid in the development and implementation of teller training and cross training.

§ Perform other duties as assigned in relation to the above mentioned.

§Travel to retail bank locations per operational needs.

Other Duties:

§ Receive cash and/or checks for deposit to checking, savings accounts, taxes withheld payment for installment loans, Master Card/Visa, mortgage payments; open and receive payments for Christmas Club accounts; issue money orders, and cashiers checks. Collect late charges and fees where applicable. Process night deposits.

§ Cash checks in accordance with bank policy. Pay MasterCard/Visa cash advances and savings withdrawals; cash savings bonds. Receive payment for collection
items, safe deposit rentals and other miscellaneous items.

§ Recognize customer needs and suggest appropriate services of the bank. At customer's request, prepare printouts from terminal of customer account transactions.

§ Prepare currency for vault and enter daily debit and credit transactions in vault register. Mutilate and strap currency; separates and rolls coin, and distribute excess coin and currency to vault teller.

§ Prepare teller summary sheets, certified check, currency transaction, and CTR reports.

§ Audit vault, put stop payment on checks, and answer the phone.

§ Perform other duties as assigned in relation to above mentioned duties and responsibilities.

Competencies:

Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct.

Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.

Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.

Productivity: Manages workload, works efficiently, meets goals and objectives.

Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.

Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.

Supervisory Responsibility:

No supervisory experience.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing
cabinets and fax machines.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to
finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work:

Some flexibility in hours is necessary based on the location assignments, but the employee must be available during the "core" work hours of 8:30 a.m. to 4:30 p.m. Monday through Friday and must work 37.5 hours each week to maintain full-time status. Saturday hours are required for all retail staff, usually twice a month, but this schedule could be adjusted for coverage needs.

Travel:

Travel for this position is limited to travel for meetings/training or helping other locations with staffing needs.

Required Education and Experience:

High school graduate or equivalent.

Preferred Education and Experience:

Generally, two-five years of banking or related experience.

Additional Eligibility Qualifications:

Strong clerical skills, good communication skills and professional appearance are necessary for this position. Proficiency with a computer, adding machine, copier, fax machine, and other office equipment are required. The ability to learn EzTeller, Premier and sales tracking systems.

AAP/EEO Statement:

Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status.

(Rev.3/2022)

  • Universal Banker

    2 months ago

    Glendale, WI, United States Wisconsin Bank & Trust, a division of HTLF Bank Full time

    Under supervision, the Universal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Universal Banker will provide solutions...

  • Universal Banker

    1 month ago

    Macomb, IL, United States First Bankers Trust Full time

    Job DetailsJob Location Macomb Main - Macomb, ILPosition Type Full TimeEducation Level High School -Travel Percentage NegligibleJob Shift Days and WeekendsJob Category BankingJob Posting Date(s)Start Date 11/24/2024Job Summary & Key Accountabilities First Bankers Trust Company is offering a fast-paced job opportunity for interested candidates! Apply today to...

  • Universal Banker

    2 months ago

    Rochester, NY, United States ESL Federal Credit Union Full time

    Hours: Check below to see if you have what is needed for this opportunity, and if so, make an application asap. 40 hours Schedule: Monday - Friday to follow branch hours of Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Friday 9:00 a.m. - 6:00 p.m. Must be flexible to meet current and future business...

  • Universal Banker

    4 weeks ago

    Fort Lee, NJ, United States Unity Bank Full time

    Position Summary The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions...

  • Universal Banker I

    2 months ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    2 months ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Utility Universal Banker

    4 weeks ago

    San Diego, CA, United States Mechanics Bank Full time

    Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Albany Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support, delivers excellent customer service, and is responsible for...

  • Universal Banker

    3 days ago

    United, United States LINKBANK Full time

    General Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish): The employee would create a differentiating experience for all visitors to the solution center. Responsible for achieving solution center goals through efficient and accurate...

  • What Qualifications Do I Need to Be an Investment Banker

    4 weeks ago

    City of Daşşak, NY, United States E I D Full time

    Welcome to the adventurous universe of investment banking. Your Inner GPS has brought you here to get into action now! Like you, many aspiring investment bankers ask, “What qualifications do I need to be an investment banker? ” My direct answer is that it must be in your Inner GPS if you want to become an investment banker. Only when your Inner GPS is...

  • Universal Banker

    3 days ago

    United, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Personal Service Counselor

    1 month ago

    Saint Louis, MO, United States Together Credit Union Full time

    Job Summary The following information aims to provide potential candidates with a better understanding of the requirements for this role. The personal service counselor is responsible for delivering members a personal service experience built on Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best...

  • Universal Banker

    4 weeks ago

    New York, NY, United States Flushing Financial Corporation Full time

    Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term...

  • PA or CRNP

    1 month ago

    Pittsburgh, PA, United States UPMC - Pittsburgh Medical Center Full time

    Job Description: University of Pittsburgh Physicians is hiring a full-time Floater Physician Assistant or Acute Care Certified Registered Nurse Practitioner to support the Center for Community Hospitalist Medicine (CCHM). This APP will float to the CCHM locations throughout UPMC. The primary responsibility is rounding in the hospital. The schedule is 7 days...

  • PA or CRNP

    2 months ago

    Pittsburgh, PA, United States UPMC - Pittsburgh Medical Center Full time

    Job DescriptionUniversity of Pittsburgh Physicians is hiring a full-time Floater Physician Assistant or Acute Care Certified Registered Nurse Practitioner to support the Center for Community Hospitalist Medicine (CCHM). This APP will float to the CCHM locations throughout UPMC. The primary responsibility is rounding in the hospital. The schedule is 7 days on...

  • PA or CRNP

    2 months ago

    Pittsburgh, PA, United States UPMC - Pittsburgh Medical Center Full time

    Job DescriptionUniversity of Pittsburgh Physicians is hiring a full-time Floater Physician Assistant or Acute Care Certified Registered Nurse Practitioner to support the Center for Community Hospitalist Medicine (CCHM). This APP will float to the CCHM locations throughout UPMC. The primary responsibility is rounding in the hospital. The schedule is 7 days on...

  • General Dentist- PRN/Floater

    2 months ago

    Humble, TX, United States Ideal Dental Full time

    Overview: 30% PRODUCTION based compensation model! FLEXIBLE SCHEDULE- Work when YOU Want! We are looking for an exceptional General Dentist committed to providing excellent patient care to join our DECA Dental Group Ideal Dental as a FLOATING/PRN dentist . This position is on an "as needed" basis, that allows for great worklife balance and the flexibility...

  • General Dentist- PRN/Floater

    1 month ago

    Erie, CO, United States Ideal Dental Full time

    Overview: PRN- Part-Time General Dentist FLEXIBLE SCHEDULE- Work when YOU Want! We are looking for an exceptional General Dentist committed to providing excellent patient care to join our DECA Dental Group Ideal Dental as a PRN dentist. This position is on an "as needed" basis, that allows for great worklife balance and the flexibility to work when...

  • General Dentist- PRN/Floater

    1 month ago

    Humble, TX, United States Ideal Dental Full time

    Overview: 30% PRODUCTION based compensation model! FLEXIBLE SCHEDULE- Work when YOU Want! We are looking for an exceptional General Dentist committed to providing excellent patient care to join our DECA Dental Group Ideal Dental as a FLOATING/PRN dentist. This position is on an "as needed" basis, that allows for great worklife balance and the...

  • General Dentist- PRN/Floater

    4 weeks ago

    Erie, CO, United States Ideal Dental Full time

    Overview: PRN- Part-Time General Dentist FLEXIBLE SCHEDULE- Work when YOU Want!  We are looking for an exceptional General Dentist committed to providing excellent patient care to join our DECA Dental Group | Ideal Dental as a PRN dentist. This position is on an "as needed" basis, that allows for great worklife balance and the flexibility to work when...

  • Physical Therapist

    4 months ago

    Phillipsburg, NJ, United States Tender Touch Rehab Services, LLC Full time

    Overview: Must be a licensed and or a registered therapist to be considered. EXCLUSIVE NEW JOB OPPORTUNITY Highly competitive rates and benefits package! Do you know a therapist who's a perfect fit for our team? EARN UP TO $1,000 by referring a clinician to the Enhance family of brands! Make a difference and get rewarded for it! About Us: Tender Touch...