Flex Banker

The Universal Banker responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers’ needs by processing a variety of financial transactions including but not limited to check cashing, withdrawals, deposits, and loan payments and/or greeting customers, performing customer needs assessment (profiling), opening accounts, cross selling, tele-consulting, developing relationships thru a book of business, and servicing accounts. The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization.

This position is responsible for managing and balancing cash drawers well as meeting sales expectations, which include deposit, loan and revenue generating referrals. Responsibilities may also include assisting the Financial Center supervisor with the teller line and end of day functions and preparing daily paperwork according to branch procedures. Works under general supervision.

MAJOR RESPONSIBILITIES Operates a teller window to process all types of banking transactions including deposits, withdrawals, payments, buy/sell cash and cashier’s checks

Operates at the platform to open accounts and resolve customer service issues

Responsible for providing consistent extraordinary client experience by executing on Spencer’s customer service behaviors

Research and resolves all transaction errors that occur and engages management support when needed

Executes the internal sales process by engaging the customer in conversation during customer platform interaction to identify needs and recommends appropriate products and services

Engages customer in conversation during the customer transaction to identify needs and refers them to the platform when working at the teller window

Operates within the confines of the bank’s compliance and operational policy and procedures

Diligently completes all necessary paperwork such as CTRs, SARs etc… accurately and in a timely manner

Assists AFCM with end-of-day branch proof tasks including ATM and Vault

Participates in internal and external branch events as well as local community events

Must be able to work a flexible hourly schedule as requested

May be asked to travel & work at other branches in the network

Presents a professional image

Provides access to safe deposit boxes

Opens and/or closes branch with management

Perform other duties as required

JOB REQUIREMENTS Education: High school diploma or GED

Experience: Minimum of 2 years bank teller and/or platform experience preferred

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