Universal Banker Position Available In Lauderdale, Mississippi
Tallo's Job Summary: The Universal Banker is a full-time position requiring a high school diploma or GED. Responsibilities include processing transactions, assisting customers with account needs, and utilizing CRM software for relationship building. Preferred qualifications include post-high school education or banking experience. This role operates in a professional retail branch with occasional travel for training. The employer is [Name of the Employer].
Job Description
Job DescriptionUniversal BankerClassification Non-ExemptReports to: Bank Manager or Assistant Bank ManagerSummary/ObjectiveThe Universal Banker (UB) must have exceptional customer service, sales and relationship building skills while following the bank’s sales process. The UB is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will primarily function as a teller.
Essential Functions1. Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.2. Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.3. Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.4. Utilizes the bank’s Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client’s relationship and follow-up for future referral opportunities while following the bank’s vision, core competencies, moments of truth and sales process.5. Assists consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank’s policies and procedures.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory ResponsibilityThis position has no supervisory responsibilities.
Work EnvironmentThis job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators and scanners.
Physical Demands1. Prolonged periods of working at a desk.2. Must be able to transport up to 30 pounds at a time.3. May need to stand for long periods of time.4. Occasional bending, stooping, and stretching.5. Must be able to assist customers throughout the branch.
Position Type/Expected Hours of WorkThis is a full-time position. Days and hours vary according to the branch location.
TravelInfrequent travel is expected for training for this position, including overnight stays.
Required Education, Experience, and Skills1. High school graduate or GED.2. High energy with strong interpersonal verbal and written communication skills.3. Working knowledge of computer software.4. Work in a team environment while following good judgment, tactfulness, and time constraints, while maintaining professionalism.
Preferred Education and Experience1. Post High School Education or 2 years of related experience.2. Banking experience.
Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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