Full-Time Universal Banker

Universal Banker

Non-Exempt – Grade Level 3

Equal Employment Opportunity

Corporate Values & Mission

“Provide superior service, quality advice and show our utmost respect to everyone we meet.”

General Summary

Provide exemplary customer service to our clients. Responsible for building relationships by recommending appropriate deposit, loan, and other banking products. When needed, will also process customer transactions to provide excellent customer service.

Reports To: Assistant Branch Manager, Branch Manager

Essential Duties and Responsibilities

• Provide excellent customer service and effectively resolve customer challenges.
• Understand and educate customers on consumer deposit and lending products.
• Drive sales with a disciplined sales process and use current banking technology to drive both sales and service.
• Obtain referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
• Adhere to all operational, security, risk and regulatory policies and procedures.
• Demonstrate good judgement in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
• Process customer day-to-day transactions as needed.
• Opens new personal and business accounts in accordance with bank policies and regulatory requirements.
• Additional responsibilities as assigned.
• Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
• Be familiar with and comply with all federal and state banking regulations as applicable.

Qualifications

To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required