Universal Banker Float

Summary of Job Function: As a Universal Banker at Brentwood Bank, you will play a vital role in delivering exceptional customer service to ensure an extraordinary banking experience for our customers. You will be responsible for providing seamless transitions between accurate and courteous teller-based transactions, answering complex questions, and resolving technical problems on customer accounts. You will develop personalized recommendations based on customer needs and sell consumer and small business products/services to existing and new customers.

Key Responsibilities:

• Create a superior customer-focused experience for each customer or potential customer.
• Develop expertise in small business and consumer bank products.
• Floating between all 6 Brentwood Bank branches with a focus on Wexford and Beaver locations.
• Welcome and engage customers/prospects in the lobby, on the teller line, or on the phone.
• Take ownership of customer issues and inquiries, enhancing customer retention and exploring sales opportunities.
• Research and answer customer requests regarding accounts, products, rates, and services.
• Participate in attaining branch goals by promoting bank and related products and services.
• Recommend and sell appropriate products and services (consumer and small business).
• Promote self-service and remote channels, such as ATM and online banking/mobile banking.
• Maintain a working knowledge of products and services offered, keeping up-to-date with industry developments.
• Refer larger business and commercial opportunities to the Branch Manager, Business Bankers, or Commercial Lenders.
• Identify and refer investment sales opportunities to Brentwood Advisors.
• Discuss consumer lending needs with customers and refer mortgage loan needs to relevant departments.
• Comply with Federal/State banking regulations and local consumer protection laws.
• Initiate and close qualifying loan applications in the branch (Home Equity).
• Deliver outstanding customer experiences by executing Teller transactions.
• Maintain accurate cash counts and assist in branch operating functions.
• Maintain detailed logs of customer interactions, referrals, communications, preferences, problems, and information.
• Promote a positive image of Brentwood Bank through community involvement and other bank functions.
• Actively participate in implementing Branch Sales Plans.
• Perform Business Development activities such as calling on current and potential customers.
• Cross-train and mentor other Universal Bankers to improve their performance.

Requirements:

• High school diploma or equivalent required; Bachelor's degree preferred.
• Three or more years of banking experience within a branch/branch network.
• Three or more years of proven previous sales experience.
• Three or more years of cash handling experience.
• Knowledge of banking compliance rules and regulations.
• Successful completion of the Universal Associate Program training.
• Ability to maintain confidentiality, use tact, and diplomacy.
• Ability to take initiative in resolving problems and developing recommendations.
• Professional dress and demeanor.
• Demonstrated superior customer service and sales skills.
• Excellent organizational and time management/prioritization skills.
• Strong attention to detail and ability to multi-task effectively.
• Effective training and mentoring skills.
• Excellent communication skills, both verbal and written.
• Proficient use of Microsoft Word, Outlook, Teams.
• Availability to work a flexible schedule of up to 40 hours per week.
• Physical Requirements: prolonged standing, frequent use of hands, ability to communicate face-to-face and on the phone, occasional bending and lifting from floor height.
• Job may require working evenings and Saturdays, local travel between branches or offsite travel for training.

Brentwood Bank Culture: We value diversity, equity, and inclusion, creating a culture where everyone feels empowered to contribute unique ideas and perspectives. We strive to build strong relationships within the communities we serve and contribute our time, talent, and financial support to improve the areas where we live and work.