Universal Banker
Listed on 2025-12-31
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Customer Service/HelpDesk
Bank Customer Service, Customer Service Rep
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Description
As the Universal Banker you will perform Client Service Representative, Teller and administrative functions as needed in a branch setting. Greets, assists, and directs clients in a prompt courteous manner via telephone and in-person. Opens and maintains customer accounts and performs related account maintenance. Processes client transactions, maintains and balances a cash drawer and/or vault and identifies the needs of clients while cross-selling appropriate Bank products and services.
Understands and completes job responsibilities in accordance with federal and state regulations.
Description
As the Universal Banker you will perform Client Service Representative, Teller and administrative functions as needed in a branch setting. Greets, assists, and directs clients in a prompt courteous manner via telephone and in-person. Opens and maintains customer accounts and performs related account maintenance. Processes client transactions, maintains and balances a cash drawer and/or vault and identifies the needs of clients while cross-selling appropriate Bank products and services.
Understands and completes job responsibilities in accordance with federal and state regulations.
Essential Functions
Client Relations 65%
- Greets clients, offers assistance, and directs to appropriate department
- Opens and maintains retail deposit accounts
- Suggests products and services that best meet clients’ needs
- Preforms debit card and internet banking maintenance
- Assists clients with basic service requests for retail banking products
- Refers clients to proper co-workers for other banking assistance
- Assists clients in person and on the phone while following the Banks service standards
- Processes client transactions
- Maintains and balances cash drawer and/or vault on a daily basis
- Performs opening and/or closing procedures for the bank
- Provides access to safe deposit boxes
- Assist other departments as needed
- Attends required department meetings
- Other job related duties necessary to carry out the responsibilities of this position
- Participates in internal and external training and development opportunities as required
Work Relationships and Scope:
Works regularly with clients and co-workers for the purpose of obtaining and providing information and assistance. Works occasionally with suppliers and vendors, community/trade/professional affiliations. Works regularly with confidential business and client information. Occasionally participates in bank committees and events.
Performance Dimensions
Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; strong organization skills; customer satisfaction with services provided; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications;
reliability in reporting to work regularly and on time; understands Bank policies and procedures. Participates in training and appropriate professional development. Multi-tasks and effectively manages varying duties throughout the workday. Stays current in field and utilizes that information where practical; participates in training and appropriate professional development. Utilizes knowledge of Bank products and services to effectively cross-sell.
Knowledge,
Skills And Abilities
High school diploma required. Two-year degree in business related coursework preferred. Previous cash handling experience required. Minimum one year customer service experience required. One year of previous banking experience preferred. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other…
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