Universal Banker

Overview

Responsible for deliveringaccurateand efficient branch banking services through teller transactions, account servicing, customer support, and sales activities in accordance withbank policies and procedures. This role supports branch operations, security, and compliance, performs both teller and customer service responsibilities, and serves as supervisor on duty when needed to help ensure consistent service, operational effectiveness, and client relationship growth.

Position Goals

• Transaction Accuracy and Operational Efficiency
  – Deliver accurate, efficient teller processing and branch support activities tomaintainsmooth day-to-day operations and a high-quality client experience.

• Client Service and Relationship Support
  – Provide responsive, knowledgeable service that addresses customer needs, resolves inquiries, and strengthens client relationships across branch products and services.

• Business Development and Referral Growth
  – Support branch growth byidentifyingopportunities, recommendingappropriate solutions, and generating new business and referral activity from current and prospective customers.

• Branch Coverage and Operational Support
  – Provide flexible operational support byassistingwith branch balancing, ATM upkeep, branch opening and closing procedures, supervisory coverage, and support across locations when needed.

• Compliance, Security, and Control Adherence
  – Uphold branch security, compliance, and internal control standards by following company policies, procedures, and regulatory expectations in all aspects of the role.

• Branch Transactions and Cash Handling
  • Process teller transactions accurately and in accordance with established bank procedures.
  • Perform branch balancing activities and support upkeep of assigned offsite ATM(s), as required.
  • Assist with branch opening, closing, vault access, and alarm procedures under dual control, as assigned.
• Customer Service and Account Support
  • Respond to customer inquiries in a timely, professional manner and coordinate specialized services through appropriate bank departments.
  • Complete documentation and point-of-sale processing for new accounts, loans, deposits, and related service needs.
  • Provide safe deposit box services and general branch support consistent with service expectations.
• Sales and Relationship Development
  • Identify client needs and recommend appropriate products and services to deepen relationships and support referral goals.
  • Solicit new business from current and prospective customers to support branch growth objectives.
  • Maintain working knowledge of company products and services to support effective sales and service conversations.
• Operational Support and Supervisory Coverage
  • Serve as supervisor on duty in the absence of the Assistant Branch Manager and/or Branch Manager.
  • Provide periodic reports, sales information, and other requested updates to supervisors and business partners.
  • Support team and branch coverage needs, including Saturday work and assistance at other company locations, as required.
  • If necessary, team members may be required to float to other branches to meet business needs
• Compliance, Security, and Lending Support
  • Perform all duties in accordance with company policies, procedures, and regulatory requirements.
  • Support branch security and operational controls through consistent adherence to established practices.
  • Fulfill role requirements related to consumer and residential lending support, including NMLS registration when applicable.

Key Success Factors

• Communication: Understands others’ perspectives, fosters open discussions, ensures clarity, and provides feedback with empathy.
• Relationship Building: Builds strong, respectful relationships by actively collaborating, valuing diverse perspectives, and fostering trust…