Universal Banker III - Gladwyne
Listed on 2026-02-16
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Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Overview
FIRSTRUST BANK Recognizes the leader in you
As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.
On-Site Position
Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience.
Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties will include operating a Universal Banker terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits;
cash settlement; additional responsibilities in support of branch leadership and goals as well as other related functions.
At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!
JOB DUTIES AND RESPONSIBILITIES- Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service and MAGIC of customer service strategies.
- Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions.
- Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations.
- Handle large sums of cash and maintain assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals.
- Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals.
- Build strong relationships with customers, taking the time to understand their unique financial situations and offering personalized solutions including opening deposit products and selling consumer credit products with an NMLS License.
- Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank's growth.
- Stay up to date with industry trends and product knowledge, attending training sessions and workshops to enhance your skills and expertise.
- Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences.
- May be asked to attend quarterly Job Family meetings in corporate headquarters.
- Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions.
- Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction. Continuously looks for ways to contribute to the overall team performance.
- Proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers' needs and expectations, while taking ownership and accountability of customer issues and complaints.
- Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS…
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