Universal Banker

Responsibilities

Serve as both a Teller and Personal Banker that floats between banking centers to support customer and team needs across the retail area.

• Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships.
• Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty, and solicit customer feedback to improve bank performance.
• Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying suitable products and services.
• Maintain a working knowledge of banking products and promotions.
• Open new accounts and service existing accounts.
• Achieve defined sales and service goals.
• Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience.
• Identify and resolve customer service issues, including complex issues involving supervisors.
• Conduct onboarding activities for new clients.
• Provide backup support to other branches and employees as needed.
• Work on the teller line when needed, operating the teller drawer and performing advanced specialized teller functions, including researching cash discrepancies and handling complex customer transactions.
• Perform accurate transactions, balance each day, and verify cash totals.
• Scan daily proof work to the remote capture machine.
• Provide assistance and training to colleagues, serving as a mentor.
• Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty.
• Work with a flexible schedule, including Saturdays, and accommodate travel to different branches as needed.

• Highly motivated team‑player with ability to develop and maintain collaborative relationships.
• Strong written and verbal communication skills.
• Intermediate PC proficiency.
• Intermediate proficiency in Google Docs and Microsoft Office products.

• At least one year of customer service experience, preferably involving cash handling or sales.

• High school diploma or GED required.
• Bachelor’s degree preferred, or equivalent education and related training or experience.

• Medical, Dental and Vision Insurance (Bank absorbs a major portion of the cost).
• Life Insurance at no additional cost.
• Accidental Death & Dismemberment Coverage.
• Long‑Term Disability Coverage.
• Paid Sick and Vacation Leave.
• 11 Holidays.
• Volunteer/Service Day.
• Employee Stock Purchase Plan.
• 401(k) Retirement Plan (Bank matches 50% of first 8% contributions).
• Flexible Spending Accounts.
• Health Savings Account.
• Health Reimbursement Arrangement.
• Supplemental Life & Other Insurance Plans.
• Identity Theft Protection.
• Pet Insurance.
• Legal Insurance.
• Employee Assistance Program.
• Employee Advocacy Program.
• Tickets at Work (Entertainment discounts for employees).
• AT&T Employee Discount.
• Wellness Discounts for Medical Premiums and Other Rewards.
• Employee Referral Incentive.
• Education Assistance.

• Free Interest Checking.
• Free Safe Deposit Box.
• Free Money Orders, Travelers’ Checks and Cashier Checks.
• Discount on Mortgage Origination Fee.
• Free Online Banking and Unlimited Online Bill Payment.
• Employee Banking Perks.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.