The Universal Banker position is responsible for performing routine branch and customer service duties. They process consumer and commercial checking and savings deposits, process loan payment, cash checks and savings withdrawals. Universal Bankers promote business development by maintaining outstanding customer relations and referring customers to appropriate bank staff for new services.
Essential Duties and Responsibilities:
Assisting customers with processing transactions that includes deposits, withdrawals, payments, resolving complaints or account discrepancies, and answer questions.
Informing customers about bank products and services
Complete new account openings, maintenance and servicing accounts
Maintaining and balancing cash drawers and reconciling discrepancies.
Responsible for balancing vault and coin machine
Packing cash and rolling coin to be stored in drawers or bank vault.
Keeping a clean, and organized work area along with a professional appearance.
Handling currency, transactions, and confidential information in a responsible manner.
Using software to track bank information and generate reports.
Deliver exceptional customer service in person and over the phone
Adhere to the core values of the bank
Follow all bank financial and security regulations / procedures including completion of required compliance training.
Maintain necessary logs and reports for compliance.
Other duties as assigned.
Education And/Or Experience:
High School Diploma or equivalent.
One year of previous Consumer banking preferred.
Knowledge/Skills/Abilities:
Knowledge of Microsoft Office applications (Excel, Word, Powerpoint).
Strong verbal and written communication skills.
Detail oriented and ability to work under pressure of deadlines.
All candidates will be required to complete a pre-employment background, credit, and drug screening.
Physical Requirements:
Must be able to exert up to 25 pounds of force occasionally and/or negligible amount of force frequently.
Must be able to occasionally lift and/or move up to 25lbs.
Specific vision abilities required by this job include close vision and the ability to adjust focus.
Sitting for long periods of time.
Working Conditions:
The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.