Universal Banker

Responsibilities

• Consult customers by conducting financial profiles, identifying needs, cross‑selling and up‑selling opportunities.
• Attract, expand, and retain customer relationships and contribute to the financial growth of the banking center.
• Serve as both a Teller and a Personal Banker, supporting customer and team needs.
• Perform other projects and duties as assigned.
• Establish, expand, and retain high‑value consumer and business client relationships.
• Proactively communicate with current and prospective clients to educate, resolve issues, develop loyalty, and solicit feedback.
• Apply need‑based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships.
• Maintain a working knowledge of banking products and promotions.
• Open new accounts and service existing accounts.
• Achieve defined sales and service goals.
• Recommend budgetary needs and client‑experience improvements to supervisors.
• Understand root causes of customer service issues.
• Implement resolutions for complex service issues with supervisors.
• Conduct onboarding activities for new clients.
• Provide backup support to other branches and employees as needed.
• Operate teller drawer and perform advanced teller functions, including researching cash discrepancies and handling complex transactions.
• Perform accurate transactions and balance each day, verifying cash totals.
• Scan daily proof work to remote capture machine.
• Provide assistance, training, and mentorship to colleagues.
• Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty.

• 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 1 year of customer service experience.
• Cash handling or sales experience preferred.

• High school diploma or GED required.
• Bachelor’s degree in business or related field preferred.

• Medical, Dental and Vision Insurance.
• Major portion of healthcare costs absorbed; coverage begins on the first of the month following 30 days of employment.
• Life Insurance provided 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 with 50% match 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.
• Employee Resource Groups.

• 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.

Disclaimer: The above description is not an exhaustive list of responsibilities.

All job requirements are subject to modification to accommodate disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to health and safety.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify applicants of their rights pursuant to federal employment laws. For further information, review the Know Your Rights notice from the Department of Labor.