Universal Banker

Provides services to customers in a prompt, professional, and courteous manner while maintaining the confidentiality of the bank’s records and customer transactions. Educates customers about our sales and service delivery options and refers the appropriate products and services matching the clients’ needs based upon the client conversation. Also responsible for processing regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly, and accurate manner. The Universal Banker’s performance will adhere to the Bank’s Q STAR quality customer service standards.

• Preforms sales, service, and financial activities with all clients
• Conducts and completes client conversation with each client to identify financial needs and potential financial solutions
• Performs intermediate duties and support related to branch’s operational activities and financial services
• Offers information on bank products and services that can benefit the customer and enhance the banking relationship through the client conversation
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Receives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable items
• Performs special tasks such as preparing official checks, processing cash advance, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy
• Provides safe deposit box accounting support
• Business development with consumers and small business prospects
• Generates new business to assist in meeting branch and individual sales, service, and referral goals
• Adheres to and completes all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties to the bank
• Demonstrates a positive and helpful attitude toward customers and teammates throughout the bank

Experience

• 2 year(s): Prior banking experience- Experience setting up accounts assisting with Loan information

Education

• Bachelors or better in Finance or related field

Skills

• Professionalism
• Typing
• Verbal Communication
• Written Communication

• Organization
• Microsoft Office Suite
• Interpersonal

Behaviors

• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Team Player: Works well as a member of a group

• Enthusiastic: Shows intense and eager enjoyment and interest

Motivations

• Self-Starter: Inspired to perform without outside help

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)