Retail Banker II Position Available In Baldwin, Alabama
Tallo's Job Summary: The Retail Banker II at United Bank provides exceptional service, identifies customer needs, and offers appropriate bank products to enhance satisfaction. Responsibilities include customer interactions, sales efforts, and transaction processing. Requirements include 1+ year in banking, sales experience, and proficiency in Microsoft Office. This full-time position operates in a professional office environment in Summerdale.
Job Description
TITLE Retail Banker
II EOE STATEMENT
United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law.
ABOUT THE ORGANIZATION CATEGORY
Customer Service
DESCRIPTION JOB FUNCTION / SUMMARY
The Retail Banker II is responsible for providing exceptional service and identifying customer needs by matching them with the appropriate bank products and services to enhance current and prospective customers’ satisfaction, loyalty, and financial well-being.
PRIMARY DUTIES & RESPONSIBILITIES
Develops knowledge of customer needs through in person and telephone interactions.
Utilizes proactive sales/service efforts coupled with the recognition of referral opportunities to deepen customer relationships.
May function in a mentor capacity offering guidance, instruction, and training of peers enforcing policy and procedure.
Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments)
Professionally, courteously and promptly greet and acknowledge all customers that walk into the office.
Completes special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verifies endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examines checks deposited and determines proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy.
Functions primarily in an account opening or account maintenance capacity
May function in a teller capacity, as needed.
Any additional duties as assigned by management.
POSITION REQUIREMENTS MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS
1+ year in banking, finance, or insurance field with experience in customer service and sales
High School diploma or equivalent
Proficiency in Microsoft Office products to include: Word, Excel, Outlook, Power Point
PREFERRED EDUCATION, EXPERIENCE & SKILLS
Prior experience in account opening
Associate’s degree or higher in business or finance
Identifying customer needs through service opportunities
ESSENTIAL KNOWLEDGE, MENTAL & PHYSICAL REQUIREMENTS
Ability to communicate in person, on the phone, and through electronic channels
Excellent communication skills with strong customer focus and relationship-building abilities.
Ability to manage time and competing priorities in a fast-paced environment.
Strong interpersonal skills with the ability to interact with all levels of an organization.
Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
Adaptability and flexibility.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity.
WORK ENVIRONMENT
This job operates in a professional office environment.
United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required b by applicable federal, state or local law.
FULL-TIME/PART-TIME
Full-Time
MINIMUM EDUCATION
High School diploma or equivalent.
POSITION
Retail Banker
II EXEMPT/NON-EXEMPT
Non-Exempt
REQ NUMBER CUS-25-00013 LOCATION
Summerdale
