Senior Universal Banker

Job Description

PURPOSE OF THE JOB

This position is responsible for assisting the Banking Center Manager (BCM) and/or Assistant Banking Center Manager (ABCM) in the overall daily operations of the branch office to include assisting in the development of the branch’s financial objectives, delivering quality customer service and giving general operational guidance to the banking center staff.

MAIN DUTIES OF THE JOB

Assist BCM/ABCM in ensuring that the financial objectives and customer services standards of the branch are met

Customer service requests, including but not limited to, new account opening, safe deposit transactions, wire transfers, maintaining account records and paperwork, debit card issuance, accepting loan applications, and assisting customers with inquiries and problems as needed

Perform normal teller duties, including but not limited to, deposits, withdrawals, transfers, check cashing, certified check requests, loan payments, and maintenance requests according to Home Bank’s policies, procedures and federal and state compliance requirements

Cash handling, including but not limited to, counting, verifying and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment

Process daily teller work thru “Branch Capture” ensuring debits and credits balance in accordance with established policies and guidelines

Provide comprehensive, prompt, and efficient customer service in all transactions while ensuring that all federal and state compliance requirements are met

Engage in conversations with customers in order to build relationships, determine financial needs and make recommendations and LOB referrals by performing the expected behaviors in the HOME sales model

Contribute to banking center success by achieving assigned referral and sales goals

Maintain a neat workstation/office and ensure that needed supplies are on hand and organized to present a professional environment

Move fluidly between Banker and Teller roles as needed during the workday

Provide supervisory overrides as appropriate

Perform other duties as assigned by BCM, ABCM or Retail Administration

Promote a network with internal support areas and develop a cohesive working partnership with other lines of business – mortgage, commercial, etc. Responsible for coordinating and developing procedures to maximize opportunities to cross-sell to customers from other lines of business

Conduct and provide reporting on banking center audits and security equipment testing

Assist BCM with daily operations and ensure all customer issues are resolved in a timely manner

Assist BCM with planning, organizing and controlling banking center activities, operations and quality control

Assist BCM with staff management duties including but not limited to recruitment, coaching/development, disciplinary, performance evaluations

Assist BCM in leading and supervising team

WHAT WILL YOU NEED TO SUCCEED

High School diploma or equivalent

Three years or more of banking experience; previous teller, platform banker and lending experience highly preferred

Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation

Ability to work expected Banking Center hours of operation including some Saturday (based on Market and location)

Be self-directed/motivated with the ability work independently or as part of a team with little to no direct supervision

Strong knowledge of daily branch, vault and ATM operations

Receive and maintain a NMLS certification

HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER

GOOD CREDIT IS A MUST

CREDIT REPORT IS REQUIRED FOR EMPLOYMENT