Role OverviewThis position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. The Universal Banker I will assist with financial counseling, including opening and servicing of consumer accounts. The typical schedule will be 8:45 am to 5:00 pm, Monday through Friday, with Saturday rotation from 8:45 am to 12:00 pm (typically every 2-3).
What You Will Do
Provide exceptional customer service through quality conversations and an efficient and accurate process of customer transactions. Sell, open, and maintain banking products and services to new and existing customers. Handle financial transactions efficiently and effectively with all customers.
Why It Might Be a Fit
The ideal candidate will have customer service experience, strong math skills, and exceptional oral, written, and interpersonal communication skills. They will be able to apply sound judgement to carry out instructions, understand procedures, and speak clearly to customers and employees.
Requirements
- High school diploma or equivalent required
- Customer service experience required
- Accounting, banking, or sales experience encouraged
- Demonstrated proficiency in typing with speed and accuracy
- Strong math skills
- Exceptional oral, written, and interpersonal communication skills
- Ability to apply sound judgement to carry out instructions
- Maintain a complete understanding of regulatory and compliance policies and procedures
Benefits
- Medical, Dental & Vision Plans
- Option for Health Savings Account (HSA)
- Life Insurance (Company paid for employee)
- 401K and Employee Stock Ownership Plan (ESOP)
- Company Paid Short & Long Term Disability Insurance
- Flexible Spending Account (FSA) & Dependent Care
- Eligibility for Tuition Assistance and Discounts
- Employee Assistance Program (EAP)
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