What are the responsibilities and job description for the Universal Banker position at Central National Bank?
Description
A Universal Banker will be responsible for customer service, new account acquisition and onboarding, customer retention, and above all, deliver on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided by our competition.
Requirements
Skills and Qualifications
- Exceptional customer service skills
- Accomplished interpersonal and communication skills (both verbal and written)
- Proficiency in Microsoft Office suite of products (specifically Word & Excel)
- Ability to network, negotiate, develop good rapport with others, and to grow relationships
- High energy, enthusiasm, and a positive attitude
- Organizational skills with strong attention to detail and the ability to follow through
- Ability to multi-task and work efficiently to meet required deadlines
- Strong orientation to personal service and professionalism (both conduct and appearance)
- Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers
- Banking experience preferred
Universal Banker Responsibilities
- Opening consumer and commercial deposit accounts
- Perform signature card revisions and work with other areas of the bank with account requests
- Respond to customer inquiries via phone, email, text, and chat
- Take wire transfer instructions from customers
- Provide technical assistance and troubleshooting for the bank’s electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
- Update customer contact information (address, phone number, and email address)
- Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
- Add/remove accounts to CentraNet and Mobile Deposit
- Upon request, provide customers with copies of statements and temporary activity statements
- Transfer funds and provide balance information to customers
- Place stop payments on checks and ACH transactions
- Take loan payments over the phone
- Answer questions about customers’ debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
- Place check and deposit slip orders for customers
- Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
- Complete tasks and applications that customers submit online
About Central National Bank
Central National Bank was founded in Waco in 1977 as a “neighborhood bank”. After two decades of growth and poised as Waco’s Leading Independent Bank, Central National Bank expanded into Temple and Austin to serve Central Texans along the I-35 corridor from Waco to Austin. With almost 50 years of service and over $1 billion in assets, our customers still find our friendly employees and exceptional customer service indicative of the same hometown bank atmosphere Central National Bank was founded upon. Add to that an unyielding commitment to embrace technology as the ultimate enhancement to professional expertise and personal service, and you have a truly unique style of relationship banking at every level. As Central National Bank embarks on its fourth decade of independent banking, we will continue the hard work and commitment that have been instrumental in our quest to become the leading independent bank for Central Texas and beyond, while we realize that our real success is measured in the relationships developed along the way.
Central National Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, pregnancy, race, ethnicity, disability, or veteran status.