Universal Banker

Job Overview

Accurately complete financial transactions for customers, including opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure an excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.

This position is 100% in office – Springer 3 days and Cimmaron 2 days.

• Assist clients with day-to-day customer service requests, including complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
• Perform transfers, loan payments, and wire transactions.
• Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
• Open business accounts and support Treasury Management products and services implementation.
• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.
• Assist the teller line as a back-up teller and accurately assist customers with processing transactions.
• Meet or exceed sales and referral goals and meet or exceed individual and branch targets.
• Maintain current knowledge and follow all bank financial and security regulations and procedures.
• Other duties as assigned.

Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.

Financial: Familiarity with financial terms and practices; mathematical calculations.