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Universal Banker

Bridgewater, MA | Full Time
6 Days Ago

Job Description

Description

As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, educate customers, and process teller transactions as required. Availability to work on Saturday mornings is required.


Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation.


Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level.


Do you have two years or more of experience? The right person can start at our highest tier – Senior Universal Banker level. This level provides competitive compensation, and provides training for you to continue to grow in your position.


Responsibilities:

  • Leads and participates in delivery of prompt and courteous customer service and follows service standards. Establishes proficiency of the Bank’s systems needed to effectively service customers.
  • Adheres to compliance regulations and operational policies and procedures; CTR, Truth in Savings, Reg. CC, EFT, acceptable computer use, etc.
  • Cross-sells Bank deposit products, services, and distribution channels. Encourages automated transaction handling to customers by conducting demonstrations or explaining alternative banking delivery channels.
  • Refers Trust, Investments, Retail Loan, and Commercial Loan opportunities to specialists.
  • Processes financial transactions accurately and timely, including but not limited to: deposits, withdrawals, check cashing, transfers, treasurer checks, money orders, loan payments/payoffs, loan payments, account closeouts, updating passbooks, safe deposit box payments, etc. Balances within percentage guidelines. Applies bank procedures.
  • Assists with operation of branch by:
  •  Opening and closing branch
  • Maintaining cash limits and supply
  • Performing branch settlement and assisting others with balancing
  • Servicing and balancing all ATMs and cash/coin machines
  • Approving checks and withdrawals in excess of audit limits
  • Assisting in branch audits, issuing and verifying bait money, reporting counterfeit currency and preparing CTRs
  • Performing system overrides as required
  • Signing official checks up to the designated authority level
  • Opening and closing the safe deposit vault, providing access to customers.
  • Testing alarms and maintaining branch security
  • Observing branch facility for tidiness and equipment compromise
  • Following record retention policies
  • Provides customer service by:
  • Establishing new deposit and safe deposit box accounts by inputting all required information into computer system. Obtains all applicable security clearances and required signatures
  • Updating and maintaining customer information
  • Processing, reviewing, and completing various transactions, including but not limited to: stop payments, CD renewals and rate changes, wire transfers, IRA deposits, etc.
  • Processing Debit and Credit card applications
  • Researching and resolving customer inquiries and problems; following through or referring as appropriate
  • Processing check orders
  • Assists with oversight of staff by:
  • Allocating and coordinating work flow
  • Guiding and advising coworkers in the more complex phases of their work
  • Training new and existing coworkers
  • Providing input for staff scheduling
  • Maintaining computer system access for coworkers
  • Orders and maintains supplies.
  • Processes mail, interoffice mail, email, and returned mail.
  • Provides coverage at any location required.
  • Performs additional duties as requested.

Requirements

  • Banking experience preferred, but not required. 
  • Ability to quickly learn and properly use various software programs. 
  • Completion of high school or equivalent.

Bluestone Bank is an Equal Opportunity Employer. 

Skills for Universal Banker

The job skills required for Universal Banker include Customer Service, Products and Services, ATM, Credit Card, Scheduling etc. Having related job skills and expertise will give you an advantage when applying to be an Universal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Universal Banker. Select any job title you are interested in and start to search job requirements.

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Career Path for Universal Banker

The following is the career advancement route for Universal Banker positions, which can be used as a reference in future career path planning. As an Universal Banker, it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker. You can explore the career advancement for an Universal Banker below and select your interested title to get hiring information.

How to Become an Universal Banker

If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.

Step 1 Understand the job description and responsibilities of an Universal Banker

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Step 2 Knowing the best tips for becoming an Universal Banker can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Universal Banker

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