Address
Form of workPosition Summary
Universal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker I will be responsible for opening new deposit account and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool.
Essential Responsibilities
Competencies & Qualifications
Universal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker I will be responsible for opening new deposit account and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool.
Essential Responsibilities
- Provide excellent customer service
- Open and maintain deposit accounts and IRAs
- Process customer financial transactions
- Address customer inquiries regarding all deposit products and account information
- Maintain knowledge of new account policies and procedures
- Verify cash shipments and accurately balance the vault
- Maintain and accurately balance cash drawer
- Promote and cross-sell Bank products and services
- Achieve and maintain 80% of individual sales goal
- Assist CSR I and CSR II with customer interactions and make decisions, as needed
- Build and maintain a customer portfolio through the Sales Management CRM system
- Maintain branch audit logs
- Balance branch via TellerInsight
- Balance and troubleshoot ATM
- Participate in community involvement initiatives
- Other administrative duties, as directed
Competencies & Qualifications
- High School diploma or equivalent required
- 1-2 years Universal Banker experience, including new accounts, IRAs, and vault balancing
- Acute detail orientation with demonstrated record of accuracy
- Previous cash handling
- Ability to prioritize tasks quickly and appropriately
- Strong interpersonal communication skills
- Customer service orientation
- Ability to proactively solicit new business
- Ability to work at multiple branches, as needed and assigned (within Wayne County, IN)
- Strong working knowledge and ability with Microsoft Office and web-based programs
