Universal Banker II

Position Overview The Universal Banker II is a key customer service role, the face of UFB. The role provides high quality customer service in a friendly and efficient manner to existing and potential customers. Essential Job Functions Comply with all policies, procedures, disclosure, regulations, and consumer privacy requirements. Provide complete range of customer services, thoroughly explain available products and services, gather customer information to process new and existing accounts, and open and maintain accounts. Proactively cross-sell UFB products and services based on customer needs. Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively. Perform teller duties. Refer customers to appropriate bank personnel to meet their financial needs. Investigate and correct errors. Input wire transfer requests. Verify money received or sent for deposit in the vault at designated times. Balance vault/branch daily, maintain predefined cash limits. Review and complete various branch reports. Provide overrides/transaction decisions to tellers for items within assigned procedural limits. Assist management as needed. Drive proactive sales conversations through internal and outbound interactions including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement. Continuously increase product and service knowledge to satisfy customer demand, with in-depth knowledge of all eServices, Health Savings Accounts, IRA, consumer loans, merchant capture, ACH, Wire, Positive Pay, Retail and Business Mobile Apps, etc. Represent UFB in community affairs and civic organizations both during and after business hours. Actively achieve and work to accomplish individual sales, referral, operational, and community involvement goals. Perform duties related to the Bank Secrecy Act under guidance of the BSA Officer. Skills and Abilities Strong customer service focus. Excellent interpersonal, written, and verbal communication skills. Strong analytical skills and ability to use sound judgment. Advanced organizational and time management skills. Proficiency in Microsoft Office suite of products. Education, Experience and Qualifications High School Graduate or General Education Degree (GED). Two or more years banking experience required. Previous cash handling experience required. Minimum two years in a customer contact/sales position or equivalent preferred. Physical Requirements Frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls typical of an office/bank environment. Lifting items weighing up to 10 pounds on a consistent basis. Manual dexterity and coordination required over 80% of work period while operating equipment such as computers, phones, calculators, etc. Working Conditions Typical office environment. Periodic travel may be required. Regular travel will be required if designated as a Taskforce Universal Banker. 32-40 hours per week; Saturday rotation is required. Compensation Min: $21.00; Max: $23.00 Equal Opportunity Statement United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. #J-18808-Ljbffr United Fidelity Bank, fsb