Senior Universal Banker

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Full Time Down Town Office - Santa Fe, NM, Santa Fe, NM, US

4 days ago Requisition

Reports to:
Assistant Branch Manager

Department:
Retail

NON-EXEMPT/Exempt:
Non-Exempt

Summary

The Senior Universal Banker (SUB) is responsible for providing exceptional customer service while handling teller transactions, opening new accounts, maintenance and servicing of existing accounts, assisting clients with Online Banking services using a variety of devices, processing consumer loan and HELOC applications, Wire Transfers, Notary Services, IRA Transactions, and referrals to other services such as commercial lending, Private Banking and Treasury Management services.

The SUB will work with operations and the Branch sales team to achieve branch goals in the areas of deposit growth, market growth and fee income while controlling losses and expenses. The SUB will be responsible for maintaining essential controls and safeguards. In addition, the SUB will assist the Branch Management Team by occasionally opening and/or closing the Branch, Balancing the ATMs, completing Audits, Ordering Cash, and other duties as assigned.

Essential Functions

Primary responsibilities include:

Providing Exceptional Service

• Accurately process transactions and new account openings in a timely and professional manner
• Constantly look for ways to improve processes that will improve the customer’s experience and communicate those ideas to Branch Management

Generating Business / Deepening Customer Relationships

• Meets or exceeds established referral and sales goals for both business and consumer clients
• Assists in branch call efforts by reviewing, updating and calling prospect lists regularly
• Participates in community and professional relationships for the benefit of the bank
• Partner introductions to Commercial Lending, Private Banking and Treasury Management

Performance Management

• Maintain current knowledge of all Federal and State laws and regulations, along with the Bank’s policies and procedures (complete all BAI training)
• Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing and daily balancing)
• Process and validate accuracy of coin and currency amounts related to incoming and outgoing cash shipments
• Responsible for monitoring and maintaining cash recycler
• Processes assigned reports and/or job duties in an accurate and timely manner
• Responsible for maintaining current and accurate records of referral and sales tracking

All Aspects of the Account Opening Process

• Maintains current knowledge of the Bank’s new account opening procedures
• Maintains current bank products and service knowledge (including rates APY)
• Complies with all bank policies and procedures including but not limited to:
• Customer Identification Program (CIP) and Know Your Customer (KYC)
• Transaction Approval Limits and procedures
• REG CC policy
• REG D policy
• Truth in Savings Policy
• GLBA/REG P – information security and privacy policy

All Aspects of the Loan Process

• Maintains current knowledge of the Bank’s loan procedures
• Maintains current bank products and service knowledge (including rates APR)
• Complete applications for consumer loans
• Complies with all bank policies and procedures including but not limited to:
• Customer Identification Program (CIP) and Know Your Customer (KYC)
• REG B policy
• REG Z policy
• GLBA/REG P – information security and privacy policy
• FCRA & FACT Act – credit reports, fraud and military alerts and confidential customer information

Maintenance and Servicing of Existing Accounts

• Performs customer service requests on…