Universal Banker - Regional Support

TITLE:

Universal Banker – Regional Support

REPORTS TO:

Branch Operations SupervisorFLSA:
Non-Exempt CATEGORY:
Full TimeMEAL/BREAKS:
One (1) paid 15 minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break.

SUMMARY

This is a unique opportunity to work in the Central Oregon Region and divide time between the Bend and Redmond locations. The primary Universal Banker responsibilities include identifying the needs of clients and prospects for a variety of general banking needs. Establish customer rapport and trust by projecting an attitude of "friendly professionalism" in order to exceed the client’s expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking.

• Offer banking products, services, and/or direct clients to proper bank department. Refer clients to Business Client Advisors or appropriate team member.
• Be knowledgeable about and able to efficiently deliver a variety of general banking services. Assist and direct branch office clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate.
• Perform ongoing client maintenance requests, to include: system input, documentation in a timely manner and accurately per bank policy.
• Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business.
• Be knowledgeable in processing savings, checking, and loan transactions with limited assistance. Cash checks according to policy. Post transactions and information to computer system and balance general ledger from the previous day's work.
• Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short.
• Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer.
• Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual.
• Operate computer terminal or personal computer and telephone to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, changes to account ownership and/or account signer(s), and account research within given authority.
• Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved.
• Assume responsibility for special projects; gathers data and prepares reports for management.
• Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
• Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met.
• Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts and collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements.
• Provide operational support by balancing vault cash, ordering checks, and sending wires when needed.
• Provide backup courier service to clients when needed.

• Assume responsibility for various…