UNIVERSAL BANKER

Job Description

Job Description

Position Description: UUNIVERSAL BANKERUNIVERSAL BANKER DUTIES
The duties listed below may not include all the responsibilities that the person in this role may be asked to perform.
·\tProactively acquiring new customer relationships, leveraging centers of influence through outbound calling
·\tUses profiling methods to uncover and understand the customer’s financial needs, to find solutions and refer customers to bank partners for specialized products
·\tProvides world-class customer service and creates a positive banking experience
·\tWorks with customers to resolve customer service issues
·\tPerforms various account maintenance
·\tOpens new consumer and business accounts
·\tActively contributes to team’s success
·\tAssist closing of consumer loans
·\tAssists with teller transactions
·\tBalance teller drawer, verify accuracy of posted transactions
·\tComply with all federal and state laws and regulations, and all established bank policies and procedures
·\tMaintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
·\tPerforms other duties as assigned
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.
·\tHigh School Diploma or GED equivalent
·\tMinimum of 2-3 years of sales and service experience
·\tStrong communications skills
·\tExperience using personal computers, Microsoft Word, Excel and Outlook
·\tAbility to multi-task and meet deadlines
·\tMust be able to work flexible hours as scheduled (Monday through Friday, and Saturday rotation)
·\tBanking experience is desired
·\tHigh level of customer sales and service experience is desired
·\tBilingual in English and Spanish is desired
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities