Universal Banker

Overview

Responsible for delivering accurate and efficient branch banking services through teller transactions, account servicing, customer support, and sales activities in accordance with bank policies and procedures. This role supports branch operations, security, and compliance, performs both teller and customer service responsibilities, and serves as supervisor on duty when needed to help ensure consistent service, operational effectiveness, and client relationship growth.

Position Goals

• Transaction Accuracy and Operational Efficiency – Deliver accurate, efficient teller processing and branch support activities to maintain smooth day-to-day operations and a high-quality client experience.

• Client Service and Relationship Support – Provide responsive, knowledgeable service that addresses customer needs, resolves inquiries, and strengthens client relationships across branch products and services.

• Business Development and Referral Growth – Support branch growth by identifying opportunities, recommending appropriate solutions, and generating new business and referral activity from current and prospective customers.

• Branch Coverage and Operational Support – Provide flexible operational support by assisting with branch balancing, ATM upkeep, branch opening and closing procedures, supervisory coverage, and support across locations when needed.

• Compliance, Security, and Control Adherence – Uphold branch security, compliance, and internal control standards by following company policies, procedures, and regulatory expectations in all aspects of the role.

Responsibilities

• • Branch Transactions and Cash Handling

• Process teller transactions accurately and in accordance with established bank procedures.

• Perform branch balancing activities and support upkeep of assigned offsite ATM(s), as required.

• Assist with branch opening, closing, vault access, and alarm procedures under dual control, as assigned.

• Customer Service and Account Support

• Respond to customer inquiries in a timely, professional manner and coordinate specialized services through appropriate bank departments.

• Complete documentation and point-of-sale processing for new accounts, loans, deposits, and related service needs.

• Provide safe deposit box services and general branch support consistent with service expectations.

• Sales and Relationship Development

• Identify client needs and recommend appropriate products and services to deepen relationships and support referral goals.

• Solicit new business from current and prospective customers to support branch growth objectives.

• Maintain working knowledge of company products and services to support effective sales and service conversations.

• Operational Support and Supervisory Coverage

• Serve as supervisor on duty in the absence of the Assistant Branch Manager and/or Branch Manager.

• Provide periodic reports, sales information, and other requested updates to supervisors and business partners.

• Support team and branch coverage needs, including Saturday work and assistance at other company locations, as required.

• If necessary, team members may be required to float to other branches to meet business needs

• Compliance, Security, and Lending Support

• Perform all duties in accordance with company policies, procedures, and regulatory requirements.

• Support branch security and operational controls through consistent adherence to established practices.

• Fulfill role requirements related to consumer and residential lending support, including NMLS registration when applicable.

Key Success Factors

• Communication: Understands others’ perspectives, fosters open discussions, ensures clarity, and provides feedback with empathy.

• Relationship Building: Builds strong, respectful relationships by actively collaborating, valuing diverse perspectives, and fostering trust and credibility. Develops networks and maintains cross-departmental connections to support shared goals and organizational success.

• Customer Focus: Prioritizes customer understanding and feedback to inform decisions, enhance relationships, and improve the customer experience. Collaborates across teams to deliver added value through strong partnerships and shared insights.

• Planning & Results Orientation: Effectively communicates expectations and allocates resources to ensure timely, high-quality outcomes, while continuously identifying process improvements and addressing performance gaps. Actively contributes to projects through planning, execution, and collaboration.

• Risk Management: Demonstrates strong risk management by identifying potential issues through experience and best practices, developing contingency plans, and ensuring consistent adherence to policies. Conducts post-project reviews to capture lessons learned and applies them to future initiatives to maintain productivity and operational continuity.

Qualifications

• High school diploma or GED required.

• Minimum of two years of experience in customer service, sales, or a related role required. Prior banking experience preferred.

• Demonstrated proficiency in the sales process, including the ability to identify client needs, recommend appropriate products and services, and achieve referral goals.

• Strong interpersonal, verbal, and written communication skills.

• Demonstrated ability to deliver high-quality customer service in a professional environment.

• Position will require active Nationwide Mortgage Licensing System and Registry (NMLS) registration, or the ability to secure registration upon hire, and is contingent upon successful completion of a credit report review as part of the process.

Benefits

• Medical

• Dental

• Vision

• 401(k) Match

• Profit Sharing

• Paid Time Off

• 11 Holidays

• Tuition Reimbursement

• Free Parking throughout Tompkins Community Bank

• Employee Referrals

EEO Statement

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

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