What are the responsibilities and job description for the Universal Banker II position at Open Bank?
The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.
Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg. D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service.
QUALIFICATIONS:
- Minimum one year of experience as an operation specialist in a bank operation required.
- Retail sales and service experience, including cash handling, a plus.
- Working knowledge of computers, related business programs and online banking systems.
