Universal Banker

About This Role

Provide superior customer service by processing transactions, identifying client needs, and recommending appropriate banking products and services. Open and maintain various accounts, and direct the daily work of tellers, ensuring efficient operations and sales goal achievement.

Responsibilities

• Provide superior customer service by processing transactions and identifying client needs
• Recommend appropriate bank products and services to clients
• Open, maintain, and close all types of transactions and deposit accounts efficiently
• Direct the daily work of tellers and ensure orderly operations of teller staff and the vault
• Generate referrals and coach tellers on sales and referral techniques
• Participate in bank’s referral and sales programs to meet specific goal expectations
• Coordinate daily with Branch Manager regarding sales and service operations
• Prepare necessary documents to open new accounts and maintain accounts based on client’s needs
• Assist clients with loan-related questions and processes, preparing them for the application process
• Balance vault cash, ATM, and branch totals, and conduct monthly teller cash audits

Requirements

• High School diploma or GED
• Two years retail banking experience as a teller or in a customer contact/sales role
• Strong knowledge of all bank products and services
• Excellent judgment/decision-making skills
• Time management and organizational skills
• Strong communication skills
• Professional image and high level of personality and confidentiality

Qualifications

• High School diploma or General Education degree (GED); College degree preferred
• Minimum of two (2) years retail banking experience as a teller or customer contact/sales position. Minimum of one (1) year opening new accounts, sales and operations preferred.

Nice to Have

• College degree
• One year experience opening new accounts, sales and operations
• Previous supervisory experience
• Previous sales experience