Universal Banker

As the Universal Banker you will perform Client Service Representative, Teller and administrative functions as needed in a branch setting. Greets, assists, and directs clients in a prompt courteous manner via telephone and in-person. Opens and maintains customer accounts and performs related account maintenance. Processes client transactions, maintains and balances a cash drawer and/or vault and identifies the needs of clients while cross-selling appropriate Bank products and services. Understands and completes job responsibilities in accordance with federal and state regulations.

Essential Functions:

Client Relations

• Greets clients, offers assistance, and directs to appropriate department
• Opens and maintains retail deposit accounts
• Suggests products and services that best meet clients’ needs
• Preforms debit card and internet banking maintenance
• Assists clients with basic service requests for retail banking products
• Refers clients to proper co-workers for other banking assistance

Teller Operations

• Assists clients in person and on the phone while following the Banks service standards
• Processes client transactions
• Maintains and balances cash drawer and/or vault on a daily basis
• Performs opening and/or closing procedures for the bank

Additional Duties and Responsibilities

• Provides access to safe deposit boxes
• Assist other departments as needed
• Attends required department meetings
• Other job related duties necessary to carry out the responsibilities of this position
• Participates in internal and external training and development opportunities as required