Universal Banker

The Universal Banker position is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting teller transactions and assisting with the management of the branch cash and vault.

Requirements

• Actively listening to the customer to assess their needs, meet those needs and deliver on the services promised
• Cross selling bank products and services by understanding the diverse needs of each customer
• Maintaining vault and ATM cash within required limits
• Processing customer transactions in an accurate and timely manner
• Proactively assisting in coaching the branch staff to have better consultative conversations
• Leading by example by greeting lobby customers and answering the phone in a professional and courteous manner
• Obtaining all necessary information and documentation for new accounts
• Handling routine inquires and serving as a filter for customer feedback
• Ensuring daily activities comply with applicable regulations, policies and procedures
• Assisting with daily, weekly and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc.
• Assisting in opening and closing the branch
• Assisting other branch personnel or performing other duties as required
• In absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch