Universal Banker (PC)

The Universal Banker is part of the Bank’s Retail Department and is an active participant in the daily operations of the bank. The primary responsibilities of this position are to help deepen customer relationships, attract additional customers and improve customer service. This position is responsible for opening new accounts, selling additional products to customers and prospects and supporting the overall sales efforts of the bank.

Accountabilities:

Customer Service (Deposits):

· Provide a high level of customer service while handling daily transactions, addressing customer inquiries, and researching and resolving customer problems/issues.

· Perform all paying and receiving functions for customers with a high level of accuracy. This will include taking deposits, withdrawals, and transfers for customers. Additionally, the Universal Banker may sell money orders and help customers with additional related services.

Cross-Selling/Product Promotions:

· Responsibilities will include supporting the overall branch sales effort, including actively cross-selling and referring customers and prospects to bank products

· Actively participate in bank retail product campaigns, including assisting with product promotions throughout the year

· Direct sales goals may be established by management for such items as debit cards, online banking, mobile banking or referrals for various other bank products

Product Knowledge:

· Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance if you have further development needs. (Including an understanding of all deposit products, Debit Cards, Mobile Banking, Internet Banking, etc.)

New Accounts:

· Open and service new and existing accounts, be sure to identify customer’s current and prospective financial needs and use this knowledge to make suggestions for ways the bank can help fulfill these needs

Other :

· Understand and comply with applicable Bank policies and procedures as well as all applicable state and federal banking laws and regulations. Examples include bank secrecy act, privacy, and funds availability policy.

· As part of the overall team of bank employees, the position may be requested to assist in the support of other bank activities as needed.

Competencies:

· Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.

· Attention to Detail: Regard for attention to details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.

· Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.

· Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.

· Oral/Written Communication: Must be able to communicate thoughts clearly, both orally and written. Must be able to communicate with customers and throughout the organization and to all levels of staff.

· Professionalism: Project a positive image of the bank to all internal and external customers.

· Sales: Must understand the role of sales and customer service in a community bank environment. Must be able to discover customer needs and be able to obtain new customer accounts.

· Time Management: Ability to prioritize tasks to effectively manage one’s time to complete work according to established deadlines.

Skills/Qualifications:

· One-three years bank experience preferred

· High school Diploma or Equivalent

· Effective written and oral communication skills

· Basic computer skills as well as utilization of other office equipment

Bank of Weston is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Type: Part-time

Pay: $14.00 - $16.00 per hour

Benefits:

• 401(k)
• Paid time off

Physical setting:

• Office

Schedule:

• Day shift

Education:

• High school or equivalent (Preferred)

Experience:

• Cash Handling: 1 year (Preferred)
• Banking: 1 year (Preferred)

Work Location: One location

Salary : $14 - $16