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About the Role

The Universal Banker focuses on the branch’s customer experience through sales, service, and engagement of our Consumer and Business Banking customers. The Universal Banker supports the branch's daily operations as a Teller and meets customer service and sales needs as required by the assigned branch.

Responsibilities

• Provide consistent, outstanding customer service.
• Process transactions accurately and efficiently; balance the cash drawer and adhere to established cash limits, cash-handling, and check-cashing policies.
• Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand relationships.
• Educate customers and explain the features and benefits of customer solutions; make recommendations based on the customer’s identified needs.
• Engage customers in a variety of ways and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
• Actively participate in a referral program by making referrals as appropriate.
• Proactively reach out to customers to contribute to the retention and expansion of all customer relationships.

Requirements

• High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, or customer service experience
• Strong verbal and written communication skills
• Strong interpersonal skills
• Ability to interact with varying customers (consumer to small business)
• Ability to effectively handle difficult customer conversations
• Well-organized
• Proven time management and prioritization skills
• Problem-solving and decision-making skills
• Ability to work independently and as part of a collaborative team
• Ability to work under critical time constraints in a team environment
• Notary (preferred) or ability to obtain within the first year.

Skills

• Sales
• Customer Service
• Teller Operations
• Account Management
• Financial Needs Assessment
• Customer Relationship Management
• Digital Capabilities Promotion
• Referral Generation
• Communication
• Interpersonal Skills
• Problem-Solving
• Time Management
• Organization

Experience Level

• 1 year of retail sales, call center, or customer service experience

Education Level

• High school diploma or equivalent (GED)