Job Summary
The primary duties of this Universal Banker position involve providing outstanding customer service while opening and servicing deposit accounts.
Specific Duties/Responsibilities
Specific duties include the following tasks:
- Enhance customer relationships by extending a courteous welcome and delivering accurate and timely customer service while cashing checks, accepting deposits and withdrawals, handling loan payments, and dispensing monetary instruments.
- Answer customer questions and resolve related account issues to ensure customer satisfaction via telephone, internet, and in-person communication. Perform service- related activities and appropriate follow-up with customers.
- Acquire new and deepen existing customer relationships by initiating value-added conversations in order to identify customer needs and match those needs with the appropriate bank product or service.
- Support the day-to-day operations of the bank as assigned, including balancing cash dispensers, following opening and closing procedures and organizing customer service areas.
- Comply with internal and external policies, procedures, and regulations
- Meet with customers to open new deposit accounts and service existing accounts.
- Assist customers to make informed decisions regarding their checking, savings, certificate of deposit, and health savings accounts (HSAs).
- Provide customer access to their Safe Deposit boxes.
- Answer customer questions about bank products and services, including electronic banking
- Refer customers to other areas of the bank for service.
- Follow all regulatory compliance regulations.
Requirements
Supervisory Responsibilities
None
Required Skills/Abilities
- Ability to work with team members in a collegial and effective manner Excellent attention to detail
- Ability to work in a fast-paced environment while maintaining accuracy and efficiency
- Strong oral and written communication skills
- Proficient with Microsoft Outlook and Excel
- Proficient with core banking software systems (i.e., CIF 20/20, Synergy, Xperience, Teller, etc.)
- Excellent interpersonal, sales, and customer service skills
Ideal Attributes
- Flexible
- Energetic
- Dependable
- Team player
- Professional
- Organized
Accountability
This position reports to Troy Munsch, Branch Manager/VP.
Work Schedule
- 7:45 AM – 5:45 PM, Monday – Friday
- 8:45 AM – 12:15 PM, Saturdays on a rotating basis