Universal Banker

GENERAL DESCRIPTION

Provides quality customer service by greeting customers, ascertaining needs and making outbound sales calls. Advises customers in their selection of various accounts and financial services. Duties including opening, maintaining and closing all account types, processing deposits and loan transactions as needed, solving customer problems, achieving personal and office sales and service goals, cross‑selling and referring business to other areas, onboarding new customers, taking consumer loan applications, completing thorough sales tracking and performing teller duties.

• Candidate must be self‑motivated and a good problem solver
• Must be detail oriented and enjoy working with people by phone and occasionally in person
• Demonstrates helpful and friendly service
• Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures
• Must have the ability to work a flexible work schedule
• Attend meetings before and after business hours

• Minimum of 2 years banking, sales or service experience required
• Basic knowledge of related state and federal laws and regulations and other bank operational policies and procedures
• Proficient use of various software systems, including Word, Excel, Outlook and other bank‑related systems