Universal Banker I

Description Position Summary Universal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long‑standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day‑to‑day deposits and withdrawals, Universal Banker I will be responsible for opening new deposit accounts and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool. Essential Responsibilities Provide excellent customer service Open and maintain deposit accounts and IRAs Process customer financial transactions Address customer inquiries regarding all deposit products and account information Maintain knowledge of new account policies and procedures Verify cash shipments and accurately balance the vault Maintain and accurately balance cash drawer Promote and cross‑sell Bank products and services Achieve and maintain 80% of individual sales goal Assist CSR I and CSR II with customer interactions and make decisions, as needed Build and maintain a customer portfolio through the Sales Management CRM system Maintain branch audit logs Balance branch via TellerInsight Balance and troubleshoot ATM Participate in community involvement initiatives Other administrative duties, as directed Competencies & Qualifications High School diploma or equivalent required 1‑3 years Universal Banker experience, including new accounts and IRAs Acute detail orientation with demonstrated record of accuracy Previous cash handling Ability to prioritize tasks quickly and appropriately Strong interpersonal communication skills Customer service orientation Ability to proactively solicit new business Ability to work at multiple branches, as needed and assigned Strong working knowledge and ability with Microsoft Office and web‑based programs #J-18808-Ljbffr