Universal Banker

CLASSIFICATION

Non-exempt

REPORTS TO

Community Bank Manager

JOB DESCRIPTION

Summary/Objective

Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties.

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

• Universal Banker will rotate between the teller line and the customer service desk.
• Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars.
• Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc.
• Open Consumer and Business Bank Accounts including loans and deposits.
• Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance.
• Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions.
• Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals.
• Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security.
• Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality.

Other Duties

• Other duties as assigned.

Education and Experience

• High School Diploma or equivalent
• 2-3 years teller and/or new accounts experience preferred.
• Universal Banker must be comfortable and confident in a sales and service environment.
• Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers.
• Highly professional with good interpersonal and problem-solving skills.
• Excellent computer, typing, and math skills required.
• Highly organized and detail-oriented.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Equal Employment Opportunity/M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.