Role OverviewThe Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Delivering superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
What You Will Do
Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Why It Might Be a Fit
The ideal candidate will have excellent interpersonal and communication skills, including a desire to interact with clients and prospects. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation, and ability to multi-task under time constraints.
Requirements
- High school diploma or equivalent education
- Two years of teller or cash handling or client service experience
- Six months of client relationship building or sales experience
- Excellent interpersonal and communication skills
- Ability to master personal computer (PC) keyboard and software skills
- Ability to multi-task under time constraints
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- Vacation (10 days)
- Sick days (10 days)
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
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