UNIVERSAL BANKER I

Requirements

• know and understand the Bank's products and services to best meet the customer's needs
• participate in Bank and branch sales promotions and games, huddle meetings, sales meetings, and one-on-one meetings with manager
• utilize Synapsys and Customer Needs Assessments (CNAs)
• ensure customers have a positive experience by providing memorable customer service
• ensure customer on-boarding and retention process is completed and documented in Synapsys
• use the Consumer Complaint/Comment process within Synapsys ensuring individual utilization and resolution
• open, modify, and close accounts
• perform extensive data entry to add, modify, or close accounts
• assist customers in reconciling accounts
• print statements for customers
• receive and place checks orders
• assist tellers by approving/rejecting checks to be cashed and explain the bank's policies and procedures regarding transactions
• identify customer by name and answer customer inquiries in person and over the telephone
• transfer funds per customer request
• assist customers in establishing or changing pin numbers
• train customers how to use bank products and services
• process stop payment and forged account requests
• sign official checks
• process direct deposit applications
• process reports (e.g., CTR, SAR)
• establish night deposit customers and explain procedures
• redeem savings bonds
• distribute loan packets and assist customers in completing loan applications
• obtain information and process wire transfers
• serve as a safe deposit clerk by following all established policies and procedures
• perform functions associated with the safe deposit area
• process CD's and IRA's by opening, modifying, and closing certificates
• complete all required paperwork and perform data entry
• issue receipts
• calculate and process disbursements to include principle, interest payable, penalties, and tax withholdings
• open and close branches according to standard procedures
• supervise assigned staff
• ensure tellers maintain security of assigned teller drawer and coin vault
• exercise dual control procedures
• perform administrative duties as assigned by branch manager
• balance ATM/ITM
• prepare and verify currency for ATM/ITM
• resolve problems associated with ATM/ITM
• balance vault cash and cash recycler, maintain logs, and complete bank slips
• order and ship currency
• buy, sell, verify, and bundle currency
• open and close vault
• maintain security cameras
• make decisions about a variety of daily transactions and exercise discretionary authority
• lead staff in daily job tasks
• resolve problems and provide troubleshooting
• professionally and diplomatically deal with irate or unhappy customers
• assign tasks and ensure completion within predetermined deadlines
• perform job duties associated with Notary Public certification
• comply with all banking regulations, policies and procedures

Benefits

• 401k Matching
• Health Insurance
• Life Insurance
• Paid Time Off
• Retirement Plan
• Tuition Reimbursement