Universal Banker

Job Overview

The Universal Banker I is responsible for teller and personal banking functions. This position promotes all products and services to customers and provides competent and courteous service to existing and prospective customers. Retail locations are open six days a week, and the incumbent must be flexible to work non‑traditional banking hours, including some weekend and evening hours.

• Complete in‑aisle walks and deliver PA announcements as required.
• Increase account relationships of existing bank customers and attract new customers by introducing them to new products and services.
• Successfully achieve all sales goals on a continuous basis.
• Process all types of teller transactions and maintain a balanced cash drawer daily.
• Participate in ongoing training and stay aware of internal communications to maintain knowledge of products and services.
• Assist the Operations Supervisor with clerical support, including filing, ordering supplies, maintaining office records, and preparing reports.
• Successfully achieve all operations goals on a continuous basis.
• Ensure that customers are satisfied with the products and services they obtain.
• Proactively and professionally communicate with customers regarding their financial needs.

• Professional presentation and excellent communication skills.
• Strong attention to detail.
• Strong computer and keyboarding skills.
• Ability to report to work when scheduled and on time.
• Availability to work weekdays, evenings until 6:00pm, and weekends.

• Must be 16 years of age.
• Successful experience in a customer service capacity.
• Previous sales or cash management experience preferred.
• Previous bank teller experience preferred.
• Experience that demonstrates the ability to sell, communicate effectively, and provide excellent customer service.

Classified as sedentary/light; requires ability to sit or stand for long periods, frequently communicate with customers in person and on the phone, and operate a computer and other office productivity machinery. Requires close visual acuity for tasks such as preparing and analyzing data and figures, transcribing, and viewing a computer terminal.

• Computer printouts, incoming mail, calculator, computer terminal, copy machine, fax machine, and various software programs.