Universal Banker Float

Qualifications Knowledge / Skills / Abilities

• Excellent written and verbal communication and interpersonal skills.
• Thorough understanding of customer service and Bank products/services.
• Ability to remain friendly and calm in stressful situations.
• Above average knowledge of fundamental mathematics.

• High school diploma or recognized equivalent required.
• 1+ years of customer service experience required.
• Experience in retail sales preferred.
• Experience in a professional financial environment preferred.
• Cash handling and transactional experience preferred.
• Bi-lingual preferred.

• Ability to operate general office equipment, banking equipment, and banking systems.
• Proficient in Microsoft Office Suite.

The physical demands described are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed mainly in an office setting. Hand-eye coordination is necessary to operate computers and various pieces of office equipment.

Standing – Frequently (70‑100%)

Sitting – Frequently (70‑100%)

Bending – Occasionally (40‑69%)

Reaching – Occasionally (40‑69%)

Lifting – 20 lbs. – Frequently (70‑100%)

Sales goals are measured by accounts and products opened and are used in conjunction with work performance to calculate employee success. This position is expected to meet the minimum requirements. Additional training may be required if goals are consistently not met.

Metrics:

• Checking Accounts – Established Goal: 4
• Products – Established Goal: 16
• Closed Referrals – Established Goal: 2
• Open/Close Ratio – Established Goal: 1.15+
• Cross-sell – Established Goal: 3