Universal Banker

Job Description

Universal Banker

Job Duties:

The Universal Banker is responsible for conducting front line cash drawer transactions and cash vault transactions in an accurate and timely manner. Also responsible for maintaining existing relationships and generating new relationships and servicing of all specific branch deposit products and services. This individual will work with the operations and CRM Trainers to achieve the Bank’s goals in the areas of deposit growth, business relationship growth, and consumer relationship growth including helping the other Relationship Associates and Relationship Bankers achieve CRM success and meeting personal goals for the Bank and themselves. The UB is responsible for providing operational support and notifying the Data Center if issues arise. Exceptional customer service while maintaining essential controls and safeguards is mandatory. Provides a complete range of customer services at the Bank, including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.

Assist customers with internet banking, mobile banking, bill pay and e-statements, change of passwords etc.

Processing wire transfers

Answer the phone

Works well with the Data Center and Proof

Runs a cash drawer and balances with little if any outages

Ensure all bank employees reporting to the UB follows bank policies and procedures

Comply with all internal security procedures

Maintain complete confidentiality always both with customer and employee information

Provide support and carry out necessary duties for the front-line employees

Vault responsibilities, including ATM and night depository

Scan work as needed

Work at any of the five branches when needed

Research and resolve issues as well as respond to all customer inquiries

Maintaining and expanding existing bank relationships

Listen for possible referrals for other products and services and refer business when available

Assist with training of new or less experienced staff members

Represents the financial institution in community affairs and civic organizations

Volunteers at Bank events for at least 4 hours a year

Complete all work with top level accuracy and on set time frames

Comply Banking regulations

Other duties as assigned

Characteristics/ Requirements:

Positive attitude with leadership qualities with well-developed conversation skills

Professional appearance required

Provide quality customer service

Demonstrated history of taking on additional tasks

At least two years prior banking or relevant experience

Able to remain calm, friendly and professional through any and all situations

Prompt, organized and efficient

Proficient computer skills, excellent written and verbal communication skills