Universal Banker

SUMMARY OF JOB

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.

This position is 100% in office

• Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
• Perform transfers, loan payments, and wire transactions.
• Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
• Open business accounts and support Treasury Management products and services implementation.
• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.
• Assist the teller line as a back-up teller and accurately assist customers with processing transactions.
• Meet/exceed sales and referral goals and meet/exceed individual and branch targets.
• Maintain current knowledge and follow all bank financial and security regulations and procedures.
• Other duties as assigned.

Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.

Financial: Familiarity with financial terms and practices; mathematical calculations.

Administrative Duties: Not Applicable

Autonomy: Discretion for recognizing and minimizing risk to the bank.

Employees Supervised: Not Applicable

Budget Responsibility: Not Applicable