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Personal Banker / Banking Sales Staff
Cambridge City, IN

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First Bank Richmond

Universal Banker

Job Description

Description:
The Universal Banker role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. A Universal Banker can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Universal Banker is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
Requirements:
Job Responsibilities 1. Customer Service and Sales. 2. Educate customers on solutions that meet their needs, including new accounts, services, and digital 3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling) 4. Engage customers by following up through onboarding or campaigns 5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed. 6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges 7. Open/Close Night Drop with dual control processes for various Night-Drop and mail. 8. Other Duties as Assigned.