Benefits:
Position Summary
Universal Banker I plays a vital role in delivering on this mission by serving as the face of the branch and providing outstanding customer service. This position supports routine banking transactions, account openings, and relationship-building efforts while ensuring adherence to operational and regulatory standards.
Key Responsibilities
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Managment has the right to revise the job description or require that other tasks be performed as needed.
- 401(k) matching
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Position Summary
Universal Banker I plays a vital role in delivering on this mission by serving as the face of the branch and providing outstanding customer service. This position supports routine banking transactions, account openings, and relationship-building efforts while ensuring adherence to operational and regulatory standards.
Key Responsibilities
- Process retail and commercial transactions, including deposits, withdrawals, loan payments, and official checks.
- Balance daily cash drawer and perform vault transactions within established limits.
- Open and maintain consumer deposit accounts, CDs, and support related online banking tools.
- Assist customers with online banking and bill pay, including password resets, navigation support, and account access troubleshooting.
- Answer incoming calls professionally, remain logged into the call queue, and direct inquiries appropriately.
- Greet customers promptly and professionally, delivering excellent customer service.
- Identify customer needs and refer them to appropriate bank products, services, or specialists.
- Perform wire transfers, stop payments, and order checks and debit cards.
- Support ATM and safe deposit box procedures.
- Follow all compliance, security, and operational procedures, including BSA/AML and privacy laws, and complete required documentation.
- Participate in branch opening and closing procedures and maintain branch security standards.
- Order and maintain branch supplies and perform general administrative duties.
- Cross-train to support commercial account opening, community engagement efforts, and consumer account secondary reviews.
- Assist with quality control procedures by gaining familiarity with commercial account secondary review processes.
- High school diploma or GED required; Associate degree preferred.
- 3+ years of retail banking experience required.
- Proven leadership and mentoring experience within a branch setting.
- Proficient in basic math and computer skills, including Microsoft Office
- Strong communication, time management, and problem-solving skills
- Knowledge of banking regulations and ability to maintain confidentiality
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Managment has the right to revise the job description or require that other tasks be performed as needed.