2 Universal Banker 1 Jobs in Wooster, OH
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Westfield Bank is Hiring an Universal Banker 1 Near Wooster, OH
Location: This is a float position, requiring travel to different offices. Mileage outside of home office will be reimbursed.
Manager: Elizabeth Bickel
Universal Banker I Job Summary
Essential Functions (primary functions and/or reasons the job exists in order of importance)
- Provides superior customer service to Westfield Bank customers consistent with the Bank’s defined policies and procedures. Services to be provided include, but are not limited to: opening and closing accounts for individual and business customers, cross-selling bank products and services, and accurately processing teller transactions, including cash and non-cash transactions, loan payments, cashier’s checks, redeeming U.S. Savings Bonds, wire and ACH transfer origination.
- Responsible for providing service to branch walk-in and drive-thru customer traffic. Answers and documents customer phone calls; provides answer(s), solves issue(s), and/or assigns to appropriate team member for follow-up/resolution within Core system’s relationship management tool.
- Strive to achieve individual sales targets; in addition, participate as a team player in meeting branch sales and customer satisfaction goals.
- Researches account transactions on all bank products and services to answer questions, research inquiries, and provide information needed.
- Maintains knowledge of all products and services offered, including but not limited to: Checking Accounts, Savings Accounts, Money Market Accounts, Certificates of Deposit, IRAs, Personal Online Banking, Cash Management, and credit cards.
- Performs outbound calling efforts and participates in campaigns, utilizing COCC CRM tools to assist with service and sales including cross-selling efforts.
- Make qualified referrals to specialty bankers in other business units.
- Provides effective customer service to individuals, business customers, and agents including ensuring resolution of complaints and problems. Initiates action to ensure account errors, processing errors, system errors, and bank errors are corrected.
- Performs routine account maintenance functions, including check orders, changes to account information and ordering new and replacement debit cards.
- Actively solicits Bank products and services through cross-sell opportunities while interacting with customers. Educates customers on services provided to enable the customer to utilize self-serve options.
- Maintains awareness, understanding and compliance with the Bank’s internal policies and procedures, laws and regulations appropriate for this position.
- Provides assistance in response to regulatory and internal/external audit requests.
- Travels occasionally following scheduled work locations in order to participate in special assignments, training, and/or travel between office locations.
Desired Qualifications/Experience/Certification/Education (in order of importance)
- 1 year of relevant banking, retail experience and/or customer service experience.
- Experience being accurate with a focus on attention to details via previous work assignments.
- Strong verbal, written, and interpersonal communication skills resulting in the ability to identify and recommend bank products and services to customers.
- Experience taking initiative in previous work assignments.
- Experience with Microsoft Windows and Office (Excel, Word) or other transferable software packages.
- Overtime required, as necessary.
- High School Diploma, GED or demonstrated commensurate experience.
- Valid driver’s license and a driving record that conforms to company standards.
Physical Requirements (specific to the role)
- Ability to work effectively in an office environment for 40 hours per week (including sitting, standing and working on a computer for extended periods of time).
- Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
- Ability to travel, as required.
- Ability to operate an automobile within the parameters of the driving policy.
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
We are an equal opportunity employer/minority/female/disability/protected veteran.
Job Summary
Full Time
Banking
$30k-36k (estimate)
02/29/2024
05/01/2024
westfield-bank.com
CUYAHOGA FALLS, OH
100 - 200
2001
Private
ANN H DURR
$10M - $50M
Banking
Related Companies
The job skills required for Universal Banker 1 include Customer Service, Products and Services, Retail Banking, Attention to Detail, Cross-Selling, Online Banking, etc. Having related job skills and expertise will give you an advantage when applying to be an Universal Banker 1. 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 1. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Universal Banker 1 positions, which can be used as a reference in future career path planning. As an Universal Banker 1, 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 1. You can explore the career advancement for an Universal Banker 1 below and select your interested title to get hiring information.
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 Accountant.
Quotes from people on Universal Banker job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Universal Banker jobs
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Training Online Training For Bankers American Bankers Association.
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Step 3: View the best colleges and universities for Universal Banker.
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