Universal Banker
Listed on 2026-08-01
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Finance & Banking
Bank Customer Service, Banking Operations
About the Organization
Jeff Bank has achieved incredible growth and success since its inception in 1913, and it could not have happened without the energy, desire and talent of our employees. We embrace diversity and recognize the importance of creating a team that is committed to the success of our customers, the communities we serve, the Bank and each other.
Our commitment presents many possibilities for career development. Bring your professional image and your passion for providing exceptional service to a dynamic team dedicated to helping create successful businesses, opportunities, financial health and strong, vibrant communities.
We offer a broad range of exciting employment opportunities, with competitive compensation and comprehensive benefits that include:
- Health & Welfare Benefits
- Paid Time Off
- Retirement Savings
- Employer Paid Life & Disability Insurance
- Flexible Spending Accounts
- Tuition Assistance Program
- Employee Banking & Loan Discounts
- Employee Assistance Program
- Continuous Training and Development Opportunities
Universal Banker Description General Responsibilities
As customer needs dictate, provide exceptional service through performing all aspects of teller and CSR responsibilities. This person requires the ability to build and maintain relationships with prospective and current customers through communicating all Jeff Bank products and services effectively and professionally. This person must also work with a team to meet or exceed personal and branch goals, be flexible to changing needs and open to learning new tasks.
EssentialDuties
- Demonstrate core values and guiding principles as outlined in the Bank's Mission, Vision and Value Statements of which the following are illustrative:
- Gives exceptional customer service to both internal and external customers by providing prompt, polite and effective communication.
- Participates as a member of the team.
- Positively and proactively contributes to the Bank's strategic plan.
- Demonstrates support of management.
- Ensure that all activities and work functions adhere to compliance requirements as are defined in company policies and procedures as well as state/federal laws and regulations.
- Perform the following teller duties including but not limited to:
- Receive deposits of cash and checks for credit to depository accounts. Place holds where applicable according to bank policy.
- Cash checks according to bank policy.
- Verify signatures and customer balances.
- Issue cashier's checks and perform cash advances for customers on Visa or Mastercard.
- Process night deposit and mail deposits.
- Balance cash drawer.
- Sell mutilated currency to Head Teller or designee
- Provide assistance and information to customers and refers them to other areas of the bank as necessary.
- Order currency and coin as needed; ship currency and coin as needed.
- Assist with the balancing of the vault.
- Receive and process consumer loan, mortgage and home equity payments and generate customer receipts.
- Scan daily work and perform other teller functions that might be needed. Assist others to complete tasks and assignments.
- Ensure teller station is properly stocked with forms, supplies, brochures, etc.
- Perform account services duties of which the following is illustrative:
- Open new accounts, including checking, savings, IRAs, CDs, Safe Deposit Boxes.
- Redeem IRAs and CDs.
- Issue, order, activate and service ATM and Debit Cards.
- Take outgoing wire transfer requests.
- Process check and deposit slip order for accounts.
- Check completed new accounts, closed accounts, file maintenance reports.
- Educate and Cross sell bank products and services.
- Assist customers with account inquiries.
- Any other functions asked to be performed by Supervisor.
- Perform the following leadership skills including but not limited:
- Develop and sustain cooperative working relationships.
- Provide on the spot coaching of staff members where applicable.
- Encourage and facilitate cooperation with the organization and with both internal and external customer groups.
- May perform the following loan operations duties:
- Interview customers applying for consumer loans, mortgage loans, home equity loans etc.
- Underwrite loan applications including credit reporting,…
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