SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER

All branch locations

DEPARTMENT: Retail Banking

REPORTS TO: Branch Operations Manager

SUPERVISES: None

FLSA STATUS: Non-Exempt

SALARY RANGE: $22.00 - $26.00 depending on experience

POSITION SUMMARY:

The Senior Universal Banker/New Accounts Floater position is responsible for creating and sustaining relationships with all new and existing customers in a courteous and professional manner. Adheres to Universal Banks's Red-Carpet Customer Service standards. Perform over-the-counter teller transactions and new account activities to meet customer's financial needs. Under supervision, the position is responsible for servicing customers by conducting transactions, resolving customer inquiries, performing teller functions and related activities. Deepening relationship with customers by offering financial product solutions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The essential job functions include, but are not limited to the following:

• Providing excellent customer service by promoting strong customer interactions, building strong relationships.
• Providing customer assistance with everyday transactions, including deposits, withdrawals, and payment. Including processing outgoing wire transfers.
• Directs complex questions to Branch Operations Supervisor or Branch Operations Manager.
• Balances cash drawer, night-drop deposit, and daily work in a reasonable time.
• Maintains files of various records and cards related to checking, savings accounts, and treasury management products.
• Ensures that new accounts are opened and serviced in accordance with Universal Bank policies and procedures.
• Under supervision of Branch Operations Manager and/or Branch Operations Supervisor, complete monthly, quarterly, semiannually, and annual branch certifications.
• Handles complex or unusual customer correspondence relating to services or new accounts.
• Proactively partners with Branch Manager to develop and implement promotional sales campaigns, cross sale, and tele-consulting activities.
• May engage in business development activities by soliciting new accounts in the branch's geographical area and attending to the needs of current and prospective customers on a variety of matters.
• Establishes and maintains relationships with current and potential customers in anticipation of increasing deposits and fee income from the sale of financial products.
• Adheres to all BSA/AML (Bank Secrecy Act/Anti-Money Laundering) policies and procedures, including but not limited to the processing of CTRs (Currency Transaction Reports), SARs (Suspicious Activity Reports) and MILs (Monetary Instrument Logs).
• Receives daily assignments and direction from Branch Operations Manager, and/or Branch Operations Supervisor
• Maintain current knowledge of applicable Federal regulations, including Bank Secrecy and Know Your Customer (CIP) principles.
• Performs other duties as assigned or requested.
• Provides coverage at other branch locations when needed.

QUALIFICATIONS (Education, Knowledge, Skills, and Abilities):

• Thorough knowledge of checking and savings accounts, services, and operations.
• Strong Written and Oral Communication skills- Must be able to communicate effectively with all customers, supervisors, and peers.
• Strong analytical skills
• Strong proficiency in Microsoft 360
• Strong Personal Relations Skills
• Problem Solver/Solution Seeker
• Must have reliable transportation.
• Basic Math Skills, Cash and Negotiable Handling
• At least six months of recent customer service experience
• At least six months of recent cash handling experience
• At least six months of previous teller experience
• At least six months of previous new accounts experience in a banking institution.
• Bilingual in English and Chinese or Spanish preferred.