Universal Banker

Position Summary

Universal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long‑standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day‑to‑day deposits and withdrawals, Universal Banker I will be responsible for opening new deposit account and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool.

• Provide excellent customer service
• Open and maintain deposit accounts and IRAs
• Process customer financial transactions
• Address customer inquiries regarding all deposit products and account information
• Maintain knowledge of new account policies and procedures
• Verify cash shipments and accurately balance the vault
• Maintain and accurately balance cash drawer
• Promote and cross‑sell Bank products and services
• Achieve and maintain 80% of individual sales goal
• Assist CSR I and CSR II with customer interactions and make decisions, as needed
• Build and maintain a customer portfolio through the Sales Management CRM system
• Maintain branch audit logs
• Balance branch via Teller Insight
• Balance and troubleshoot ATM
• Participate in community involvement initiatives
• Other administrative duties, as directed

• High School diploma or equivalent required
• 1‑3 years Universal Banker experience, including new accounts and IRAs
• Acute detail orientation with demonstrated record of accuracy
• Previous cash handling
• Ability to prioritize tasks quickly and appropriately
• Strong interpersonal communication skills
• Customer service orientation
• Ability to proactively solicit new business
• Ability to work at multiple branches, as needed and assigned
• Strong working knowledge and ability with Microsoft Office and web‑based programs