Universal Banker

Job Description

Job Description

  ABOUT US :

Just because a bank has a lengthy history, doesn’t mean there’s a great story to tell.  Premier Bank is founded by a desire to do more of what businesses and consumers expect their financial partner to do.  That means investing more in our relationships and providing financial products and services that are better suited to your needs while doing all we can to make sure you get more from the banking services you use. It's not too much for you to expect more . With Premier Bank, you can.

Mission Statement

To deliver a PREMIER banking experience by exceeding expectations of our community, employees, customers and shareholders. “Expect More”

ABOUT THIS ROLE:

The primary duties/responsibilities of the Universal Banker (UB) serves as an extension of the branch manager assisting team members with complicated transactions, customer inquiries and branch procedures. As an initial point of contact for new and existing customers, this position enhances customer relationships by providing unique service to accurately process transactions, resolve issues and communicate product opportunities.  

RESPONSIBILITIES:

• Balances currency, coin and checks in cash drawers at end of shifts, and calculates daily transactions using appropriate systems. (Generally, must maintain balance offage of <$5.00 over a six-month period.)
• Provides excellent customer service for routine inquiries and may assist with more complex issues as directed or as appropriate.
• Accurately enters customer transactions into proper system to record transactions and generate receipts. (Generally, must maintain <1 error over a six-month period)  
• Processes paying and receiving transactions accurately and efficiently in accordance with established Teller policy and procedures, which includes verifying signatures and other information for identification and fraud prevention on financial instruments presented for deposit or withdrawal. (Generally, must maintain <1 error over a six month period).  
• Processes transactions for various bank products and services including safe deposit boxes, cashier checks, credit card and cash advances, etc.
• Provides information on bank products and services to current and prospective customers and refers them when appropriate to a branch team member such as a Personal Banker, Universal Banker etc.
• Maintains current knowledge of bank products (loans and deposits) and services.  
• Complies with all related Federal, State and Industry laws and regulations pertaining to banking.
• Achieve incentive 1 quarter within the calendar year.
• Complete banker training to include consumer and business accounts. 

MARGINAL JOB FUNCTIONS:

Performs special projects and other related duties as assigned.

EDUCATION & EXPERIENCE:

• High school graduate or equivalent work experience.
• 1 year teller experience or equivalent customer service and/or cash handling experience.
• Previous sales experience preferred.