Universal Banker

Job Title: Universal Banker
Department
:
Branch

Report To
:
Branch Manager
FLSA Status
:
Hourly

The position of Universal Banker will display effective communication skills (written and verbal) and exhibit a good knowledge of the products and services offered in order to promote them. Candidate must be dependable, have a positive attitude and enjoy working with the public. Proficient computer skills are a must.

• Provides comprehensive deposit services to individuals and basic deposit services to fiduciary and businesses in a Retail Office
• Opens new deposit accounts, promoting options that best meet the customer’s needs and recommending the “next most likely products” to Assist customers with account maintenance, on-line banking and other basic account issues
• Maintains compliance with established internal operational standards and Federal and State regulations to protect the interests of the Bank and its Completes required compliance training in a timely manner
• Assesses customer needs and makes appropriate referrals to internal and external business partners
• Accepts loan applications from clients, provides basic information regarding required documentation and forwards applications to the appropriate areas
• Assists Branch Manager and Customer Service teams with all aspects of operations including transactions, workflow, deadlines, audits, compliance, client inquires and team member request.
• Performs a variety of operational functions as required

The position of Universal Banker is responsible for minimum supervision of employee(s).

• Minimum of 1 year experience in a Financial Institution
• Knowledge of Bank deposit products and services
• Knowledge of Bank’s standard loan products
• The ability to analyze and apply the individual and small business banking needs with specific Bank services and products
• Knowledge of retail office operations
• A basic knowledge of alternative Bank services and products and vendor provided products
• Excellent interpersonal and customer service skills
• Skill in attention to detail and accuracy

May assume other responsibilities and/or requirements as business objectives impose.

First Independence Bank is an Equal Opportunity Employer.