Universal Banker

Job Details:

Job Location:

Tulsa Office - Tulsa, OK, Position Type:
Full Time, Education Level: High School, Salary Range:
Undisclosed, Travel Percentage:
None, Job Shift: Day, Job Category:
Banking, Chartered in 1917, First National Bank of Oklahoma saw a change with new ownership and management team in 2002 and recent years have been exciting. The bank's focus has been sharpened, two new Oklahoma City banking offices have been opened, new products developed and offered and we have an experienced staff to service our customers. We will continue evaluating service enhancements with a goal of delivering all of the banking services you require, while remaining true to our community banking roots.

Benefits include Health, Dental, Vision, Life Insurance, Short-Term and Long-Term Disability Insurance, 401(k), Paid Holidays and PTO.

First National Bank of Oklahoma is an independently owned, strong, and growing bank seeking an experienced Universal Banker. As our Universal Banker, you will be responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction.

The Universal Bank responsibilities include teller and customer service operations.

• Greets customers and assesses their needs.
• Processes customer transactions (financial transactions including deposits, withdrawals, check cashing, money orders, etc.) with professionalism, accuracy, and courtesy.
• Ensures transaction forms are filled in correctly and examines checks for endorsements. Checks customers’ identification.
• Ensures that transactions are completed quickly and efficiently to avoid long backups in customer lines or traffic lanes.
• Places hold on accounts for uncollected funds.
• Counts incoming cash and orders a daily supply of cash.
• Records all transactions in the computer system and generates customer receipts.
• Balances currency, coin, and checks in the cash drawer at the end of the shift and compares the totaled amounts with the data in the computer.
• Removes deposits from the night depository and counts and balances cash.
• Accepts loan payments.
• Handles customer complaints and works through these sensitive issues to resolution.
• Performs data entry to complete reporting requirements.
• Interacts in a professional, courteous manner with customers, prospective customers, visitors, co-workers, vendors, etc.
• Recommends additional Bank products and services to customers to enhance the customer relationship.
• Complies with all relevant regulatory requirements. Completes and records accurate documentation on large transactions.
• Complies with all Bank policies, including attendance and punctuality.
• Maintains strict confidentiality guidelines in accordance with Bank policy.
• Demonstrates knowledge and expertise of Bank Teller procedures and supports the Company’s overall mission, standards, policies and procedures, and confidentiality guidelines.

• Answering main phone line promptly and efficiently and provide exceptional service to solve problems or transfer calls to the appropriate party.
• Applies basic knowledge of Bank products and services to handle introductory administrative functions/procedures that support the sale of products and services.
• Assists in administrative tasks such as daily maintenance review, scanning, and other daily tasks.
• Assesses the needs of prospective, new, and existing customers to provide Bank services such as checking and savings accounts, certificates of deposit, and IRA accounts.
• Assists customers with questions concerning their accounts,…