Universal banker

About The Role

Summary

The Universal Banker I position has continuous customer contact which includes new business and maintaining customer relationships.

This individual performs entry level account maintenance and assists with teller related transactions. Opens and closes accounts, issues certificates of deposits, orders bank debit cards.

Responds to customer questions regarding account information, account ownership changes or any other requests. Teller responsibilities include accurately and efficiently processing and recording transactions for bank customers including cashing checks, accepting deposits and withdrawals, and internal transfers.

This position will require working at our Buena Vista location. Applicant must be capable of up to 50% or more to travel (e.

g. 2 weeks or 10 days per month) by automobile (as driver and / or passenger). Travel will be necessary to conduct the duties of this job, and the employee must have the ability to drive and have proper licensing.

The starting compensation pay for this position is $22.83 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

DUTIES AND RESPONSIBILITIES :

• Opens and Closes : Checking, Savings, CD’s, IRA’s, HSA’s, and Debit cards
• Resets Online Banking users
• Resolve issues and answer questions with customer accounts
• Provide basic problem-solving solutions
• Processes wire transfers, check orders, address & telephone changes
• Assists customers with temporary debit card increases, pin changes / resets, travel notification, fraud, compromised cards, disputes, and Instant Issue debit cards
• Support the department by answering phones, distributing mail, scanning documents, and greeting / directing customers
• Performs Notary Functions
• Completes ongoing required regulatory training and Oncourse Training Courses within the assigned time frame
• Complies with all bank policies, applicable laws, and regulations
• Provides superior customer service while promoting bank products and services
• Processes deposits, loan payments and safe deposit box rental payments
• Examines checks for endorsement and negotiability
• Processes change ordersPrepares cashier’s checks
• Processes & settles cash advances
• Processes foreign items
• Scans and balances teller capture transactions processed during the day per GBCI time frames
• Maintains approved cash drawer limits and balances their drawer out at the end of their shift
• Promotes the High-Performance Growth (Haberfeld) Checking accounts, Tell-A-Friend program, to include assisting with Branch promotions and Big Day promotions
• Keeps up to date with the latest security alerts, to protect the bank from losses
• Assists with dual control in vault balancing, mail deposits, day drop, and night drop processing
• Balances Coin machine
• Redeems US Savings Bonds
• Sells prepaid Gift / Travel cards
• Maintains inventory logs for prepaid cards and assists with auditing them monthly
• Assists with incoming / outgoing shipments
• Follows opening / closing checklist
• Responds to telephone inquiries from customers
• Completes monthly teller certification under dual control
• Orders and submits foreign currency for customers

About You

QUALIFICATIONS :

• High school education or equivalent required
• Minimum of 6 months banking experience preferred

KNOWLEDGE, SKILL, ABILITY :

• Must be able to multi-task and prioritize job responsibilities
• Must understand and support the Bank’s philosophy regarding customer service
• Must have excellent written and oral communication skills
• Must be detail orientated
• Needs to work accurately and efficiently
• Must have a good working knowledge of PC usage and Microsoft Office (Word, Excel and Outlook)
• Ability to maintain high volume of quality work, while insuring highest confidentiality

WORK ENVIRONMENT :

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

PHYSICAL DEMANDS :

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 often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel;

and talk or hear. The employee is occasionally required to : stand; walk; and lift or reach with hands and arms. The employee may also be required to : Stoop (Bending body downward and forward by bending spine at the waist.

This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles.

Kneel (Bending legs at knee to come to a rest on knee or knees.) Crouch (Bending the body downward and forward by bending leg and spine.)

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.

Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include : Sedentary work. Exerting up to 10 pounds of force occasionally and / or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.

Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;

transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.

Mental Conditions :

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.

Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence.

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.

Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and / or fast pace.

Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

What We Offer

COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.

Visit our website for more details!

COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.

Read our story, learn about our banks, and experience life at

Last updated : 2024-06-01

Salary : $23