Universal banker

Bluestone Bank

Description :

As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers.

You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs.

You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required.

Availability to work on Saturday mornings is required.

Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level.

Do you have three years or more of experience? The right person can start at our highest tier Senior Universal Banker level.

This level provides competitive compensation and provides training for you to continue to grow in your position.

Leads and participates in delivery of prompt and courteous customer service and follows service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers.

Update and maintain customer information. Research and resolve customer inquiries and problems, following through or referring as appropriate.

• Adheres to compliance regulations and operational policies and procedures; CTR, Truth in Savings, Reg. CC, EFT, acceptable computer use, etc.
• Cross-sells Bank deposit products, services, and distribution channels. Encourages automated transaction handling to customers by conducting demonstrations or explaining alternative banking delivery channels.
• Refers Trust, Investments, Retail Loan, and Commercial Loan opportunities to specialists.
• Processes financial transactions accurately and timely, including but not limited to : deposits, withdrawals, check cashing, transfers, treasurer checks, money orders, loan payments / payoffs, process debit and credit card applications, account closeouts, safe deposit box payments and establishment of new deposit and safe deposit box accounts, stop payments, CD renewals and rate changes, wire transfers, IRA deposits, process check orders, obtains all applicable security clearances and required signatures.

Balances within percentage guidelines.

• Identifies and escalates cases of suspected fraud.
• Assists with operation of branch by : assisting with opening and closing; maintaining cash limits and supply; assists in servicing and balancing all ATMs and cash / coin machines;
• assisting in branch audits, issuing and verifying bait money, reporting counterfeit currency and preparing CTRs; assists with opening and closing the safe deposit vault, providing access to customers;
• observing branch facility for tidiness and ensuring that equipment is functioning properly; following record retention policies;

processes mail, interoffice mail, email, and returned mail.

Assists with oversight of staff by : allocating and coordinating workflow; guiding and advising coworkers in the more complex phases of their work;

training new and existing coworkers; providing input for staff scheduling; maintaining computer system access for coworkers.

• Provides coverage at any location required.
• Performs additional duties as requested.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

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

While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms;

and stoop, kneel, or crouch. The employee must occasionally lift and / or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.

Affirmative Action / EEO Statement

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Requirements :

• Six months or more of customer service experience.
• High school Diploma or equivalent.
• Possesses strong customer service and excellent communications skills.
• Ability to quickly learn and properly use various software programs.

PIdabdf5d3f724-26289-33922710

Last updated : 2024-03-06