Universal Banker

The Universal Banker will provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions.

Requirements

• Proactively greet customers
• Provide excellent customer service
• Keep current and knowledgeable of all Bank’s products and services
• Maintain customer information
• Contact customers to present pre-approved offers
• Make recommendations on services/products
• Communicate clearly and accurately to customer of financial products/services
• Identify and refer customers to another Bank associate or department
• Participate in daily operations of the Branch
• Comply with all department and company policies
• Work closely with other departments to troubleshoot and resolve customer situations
• Contribute to the responsibility of meeting monthly branch and/or individual scorecard goals
• Determine when appropriate to make policy exceptions
• May be responsible for branch opening/closing procedures
• Contribute to the fulfillment of the Bank’s objectives and goals

Benefits

• Paid time off
• 401k matching
• Retirement plan
• Relocation assistance
• Life insurance
• Disability insurance