Universal Banker-II

The Universal Banker-II:

• Assists customers with opening new personal and business deposit accounts.
• Welcomes and assists customers at the Teller line.
• Accurately processes a variety of transactions including deposits and withdrawals.
• Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
• Resolves all customer needs and requests in a friendly, professional, and timely manner.
• Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships.
• Works to achieve targeted levels for product sales, service behaviors, and referral goals.
• Maintains an active community presence and participates in Bank activities including prospecting and networking.

The Universal Banker-II will also:

• Follows all established bank policies and procedures.
• Knowledgeable in bank products and services in order to cross-sell.
• Provides banker and teller coverage to the assigned branch location.
• Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents
• Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays.
• Responsible for achieving targeted levels for product sales, service behaviors, and referral goals.
• Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests.
• Handles customer account inquiries promptly and professionally.
• Maintains an active community presence and participates in Bank activities.

In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.