What are the responsibilities and job description for the Universal Banker position at Citizens National Bank?
Job Description
Universal Banker
Classification Non-Exempt
Reports to: Bank Manager or Assistant Bank Manager
Summary/Objective
The Universal Banker (UB) must have exceptional customer service, sales and relationship building skills while following the bank’s sales process. The UB is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will primarily function as a teller.
Essential Functions
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators and scanners.
Physical Demands
This is a full-time position. Days and hours vary according to the branch location.
Travel
Infrequent travel is expected for training for this position, including overnight stays.
Required Education, Experience, And Skills
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Universal Banker
Classification Non-Exempt
Reports to: Bank Manager or Assistant Bank Manager
Summary/Objective
The Universal Banker (UB) must have exceptional customer service, sales and relationship building skills while following the bank’s sales process. The UB is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will primarily function as a teller.
Essential Functions
- Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
- Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.
- Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
- Utilizes the bank’s Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client’s relationship and follow-up for future referral opportunities while following the bank’s vision, core competencies, moments of truth and sales process.
- Assists consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank’s policies and procedures.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators and scanners.
Physical Demands
- Prolonged periods working at a desk.
- Must be able to transport up to 30 pounds at a time.
- May need to stand for long periods of time.
- Occasional bending, stooping, and stretching.
- Must be able to assist customers throughout branch.
This is a full-time position. Days and hours vary according to the branch location.
Travel
Infrequent travel is expected for training for this position, including overnight stays.
Required Education, Experience, And Skills
- High school graduate or GED.
- High energy with strong interpersonal verbal and written communications skills.
- Working knowledge of computer software.
- Work in a team environment while following good judgement, tactfulness and time constraints while maintaining a professional manner.
- Post High School Education or 2 years of related experience.
- Banking experience.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.