Universal Banker Position Available In Richmond, Georgia

Tallo's Job Summary: The Universal Banker role in Augusta, GA involves providing prompt, professional customer service, processing transactions accurately, and identifying client financial needs. Preferred qualifications include 2 years of banking experience and a Bachelor's degree in Finance. Skills required include professionalism, typing, and strong communication. This position offers opportunities for business development and meeting sales goals.

Company:
Queensborough National Bank & Trust Co.
Salary:
JobFull-timeOnsite

Job Description

Universal Banker 4.2 4.2 out of 5 stars 1450 Greene Street, Suite 150, Augusta, GA 30901 Provides services to customers in a prompt, professional, and courteous manner while maintaining the confidentiality of the bank’s records and customer transactions. Educates customers about our sales and service delivery options and refers the appropriate products and services matching the clients’ needs based upon the client conversation. Also responsible for processing regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly, and accurate manner. The Universal Banker’s performance will adhere to the Bank’s Q STAR quality customer service standards. Preforms sales, service, and financial activities with all clients Conducts and completes client conversation with each client to identify financial needs and potential financial solutions Performs intermediate duties and support related to branch’s operational activities and financial services Offers information on bank products and services that can benefit the customer and enhance the banking relationship through the client conversation Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts Receives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable items Performs special tasks such as preparing official checks, processing cash advance, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy Provides safe deposit box accounting support Business development with consumers and small business prospects Generates new business to assist in meeting branch and individual sales, service, and referral goals Adheres to and completes all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties to the bank Demonstrates a positive and helpful attitude toward customers and teammates throughout the bank Experience Preferred 2 year(s): Prior banking experience- Experience setting up accounts assisting with Loan information Education Preferred Bachelors or better in Finance or related field

Skills Required Professionalism Typing Verbal Communication Written Communication Preferred Organization Microsoft Office Suite Interpersonal Behaviors Required Detail Oriented:

Capable of carrying out a given task with all details necessary to get the task done well

Team Player:

Works well as a member of a group

Preferred Enthusiastic:

Shows intense and eager enjoyment and interest

Motivations Required Self-Starter:

Inspired to perform without outside help Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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