Universal Banker Representative (Customer Service​/ Teller

Universal Banker Representative (Customer Service/ Teller)

EOE Statement Mountain One Bank has an enduring commitment to the concept and practice of equal employment opportunity and affirmative action as well as to affirming the value of diversity and promoting a workplace free from discrimination.
It is the policy of Mountain One Bank to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetic information, age,
disability, marital status, veteran status, or a person’s relationship or association with a protected veteran,
including spouses and other family members or any other protected characteristic under applicable law. This policy relates to all aspects of employment, including recruitment, selection, job assignment, training, compensation, benefits, discipline, promotion, transfer, the use of facilities, participation in all company sponsored employee activities, layoff, and termination processes. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate.

Regular review helps ensure compliance with this policy.

Description

Position: Universal Banker Representative (Customer Service/ Teller)

Reports to: Community Banking Officer

Grade Level: 103

Supervises: None

Location: Pittsfield Office with ability to train inand occasionally cover North Adams and Williamstown locations

The pay range for this position is $20.00to $23.50an hour dependant upon qualifications and experience.

Job Summary:

The Universal Banker Representative plays a vital role in providing exceptional customer service in accordance with our Community Banking Service Standards. This position participates in the daily operation of the branch; including but not limited to responsibilities for account management and assisting customers with banking products, transactions and other financial products/services as needed; for providing timely and efficient completion of transactions while maintaining accurate records and thorough handling of all cash and negotiable instruments assigned.

The Universal Banker proactively participates in the branch sales referral process as directed by management.

Key Accountabilities and Responsibilities

The job performance of the Universal Banker includes the following, and other/related duties as assigned.

Customer Care

• Drive and deliver the Mountain One Standard of Customer Care e regarding daily transactions, proactively addressing inquiries, and resolving problems in accordance with bank policies.
• Perform the basic transactions of a teller; accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds.
• Perform ATM/Debit card maintenance and new card orders.
• Develop and deepen customer rapport; have and use knowledge of account ownership, be responsive and timely with correspondence and problem resolution.
• Promote and advise on the bank’s products and services.
• Open and service new and existing accounts. Ensure customer profiles are updated Maintain constant awareness of changes/opportunities affecting customer accounts.

Operations and Compliance

• Comply, keep updated with policies, procedures, compliance training; comply with BSA/AML/OFAC regulations and guidelines. Keep track of and participate in scheduled monthly audit requirements. Comply with the company’s code of ethics.
• Maintain a position of trust and responsibility by keeping all customer business secure and confidential; educate and alert customers regarding fraud.
• Prepare individual daily balance of teller cash transactions, as well as other reports as necessary.
• Prepare and review new customer account and maintenance document checklists for 100% accuracy.

Individual and Team Effectiveness

• Work cooperatively in close communication and coordination across all company departments/functions. Develop a collaborative relationship with the Call Center.
• Participate in cooperative team efforts to…