Universal Banker

Universal Banker

Qualifications: Senior New Accounts/CSR III:

• A minimum of three years banking teller experience is required
• Advanced experience with opening consumer accounts and complex business accounts is required
• Prior supervisory experience is preferred
• Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
• Possesses strong knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs

Qualifications: New Accounts/CSR III:

• A minimum of 2 years banking teller experience is required
• Experience with opening consumer accounts and basic business accounts is required
• Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Possesses working knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs

Qualifications: New Accounts/CSR II:

• A minimum of one year of banking teller experience is required
• Beginner experience with opening consumer accounts is required
• Beginner experience opening basic business accounts is preferred
• Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs

Essential Duties: Senior New Accounts/CSR III:

• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
• In conjunction with the Manager, makes monthly business development calls as assigned
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
• Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Essential Duties: New Accounts/CSR III:

• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Essential Duties: New Accounts/CSR II:

• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Open and support consumer and business checking, savings, CDs & IRAs
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned
  

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.