Universal Banker

Description Hours

Hours vary between 8:00 a.m. – 6:00 p.m. Monday-Friday;
Other hours as needed.

Universal Bankers assist existing and potential Bank customers with products and services. This key sales and service role generates new business and strengthens household relationships by selling the benefits of Core First products and services to prospective and existing customers. Performs outbound sales calls and other business-generating activity.

Pay Range:
Wage $24.60 Hourly

Bonus/Commission Eligibility:
Yes –Commercial Loan Processing Incentive

Benefits Include:

• Health & Wellness – Medical, dental, and vision insurance with employer contributions; employer-paid life and disability coverage; employee assistance program (EAP).
• Retirement – 401(k) plan with company match of up to 3% and an additional 50% of the next 2% of the pay you contribute.
• Paid Time Off – Hours of PTO earned each pay period 5.34 hours (approximately 16 days) and up to 11 paid holidays.
• Family Support – Dependent care FSA.

We are an equal opportunity employer and celebrate diversity. We encourage applicants from all backgrounds to apply.

• Illustrates and sells the benefits of Core First products and services to prospective and current customers to generate new business and strengthen existing household relationships. Refers customers to appropriate Bank personnel.
• Assists existing Bank customers with their financial needs, from start to finish whenever possible, by listening and asking appropriate questions. Responsibilities include, but are not limited to, answering customers’ questions, performing account maintenance, investigating and correcting errors according to customer and bank records, and informing customers of bank processes and procedures.
• Performs additional work necessary to achieve branch sales goals.
• Supports the operational functionality of the branch by opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed.
• Responds to and appropriately resolves external customer escalations regarding Bank sales and services.
• Compiles sales and service reporting to report achievements toward goals.
• Compiles information and enters this data into software programs or spreadsheets, accurately and according to processes and procedures.

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Requires one (1) year of customer service experience, including cash handling
• One (1) year of banking experience strongly preferred
• Six (6) months of sales experience preferred

High School Diploma or equivalent required, some college preferred

Courtesy, customer service, and tact are essential elements of the job. Work involves much personal contact with others inside and outside the Bank for purposes of giving or obtaining information, influencing others with ideas, building relationships, or soliciting cooperation. Ability to relate to and empathize with different personalities, while being resolution-oriented and solutions-oriented.

Adherence to Core First Values;
Respect, Communication, Integrity, Initiative, and Accountability. High level of skill in the Core First Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management.

Working knowledge and proficient use of Microsoft suite. Ability to adapt quickly to changes in procedure and/or technology. Proficiency with processes and procedures related to consumer deposit and loan products. Professionalism and composure; strong sales awareness; ability to contribute to a motivated environment; ability to monitor key details and set priorities; goal-oriented mindset.

The physical demands described here are representative of…