UNIVERSAL BANKER I

Requirements

• Responsible to know and understand the Bank's products and services to best meet the customer's needs;
• Responsible for ensuring customers have a positive experience by providing memorable customer service;
• Serve as a universal banker by opening, modifying, and closing 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; Maintains education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions; Reviews technical bulletins, newsletters, etc; distributes information to employees

Benefits

• Medical, dental, vision insurance
• 401(k) or other retirement plan
• Paid time off
• Life insurance