What are the responsibilities and job description for the Universal Banker position at Collegiate Peaks Bank?
The Universal Banker plays a key role in delivering exceptional customer service and supporting branch operations. This position involves frequent customer interaction, including onboarding new clients, maintaining existing relationships, and assisting with a variety of banking transactions.
Primary responsibilities include opening and closing personal and business accounts, issuing certificates of deposit, and ordering debit cards. The banker also provides accurate information and assistance regarding account details, ownership changes, and general inquiries, while performing entry-level account maintenance and supporting teller-related functions.
Teller duties involve accurately and efficiently processing customer transactions such as cashing checks, accepting deposits and withdrawals, and executing internal transfers. The banker ensures compliance with bank policies and procedures while maintaining a high level of customer satisfaction.
The compensation pay for this position is $22.83. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.
DUTIES AND RESPONSIBILITIES:
- Opens and Closes: Checking, Savings, CD’s, IRA’s, HSA’s, and Debit cards
- Resets Online Banking users
- Resolve issues and answer questions with customer accounts
- Provide basic problem-solving solutions
- Processes wire transfers, check orders, address & telephone changes
- Assists customers with temporary debit card increases, pin changes/resets, travel notification, fraud, compromised cards, disputes, and Instant Issue debit cards
- Support the department by answering phones, distributing mail, scanning documents, and greeting/directing customers.
- Performs Notary Functions
- Completes ongoing required regulatory training and Oncourse Training Courses within the assigned time frame
- Complies with all bank policies, applicable laws, and regulations
- Provides superior customer service while promoting bank products and services
- Processes deposits, loan payments and safe deposit box rental payments
- Examines checks for endorsement and negotiability
- Processes change orders
- Prepares cashier’s checks
- Processes & settles cash advances
- Processes foreign items
- Scans and balances teller capture transactions processed during the day
- Maintains approved cash drawer limits and balances their drawer out at the end of their shift
- Promotes the High-Performance Growth (Haberfeld) Checking accounts, Tell-A-Friend program, to include assisting with Branch promotions and Big Day promotions.
- Keeps up to date with the latest security alerts, to protect the bank from losses
- Assists with dual control in vault balancing, mail deposits, day drop, and night drop processing.
- Balances Coin machine
- Redeems US Savings Bonds
- Sells prepaid Gift/Travel cards
- Maintains inventory logs for prepaid cards and assists with auditing them monthly
- Assists with incoming/outgoing shipments
- Follows opening/closing checklist
- Responds to telephone inquiries from customers
- Completes monthly teller certification under dual control
- Orders and submits foreign currency for customers
- Performs other related duties as assigned
- High school education or equivalent required
- Minimum of 6 months’ banking experience preferred
- Must be able to multi-task and prioritize job responsibilities
- Must understand and support the Bank’s philosophy regarding customer service
- Must have excellent written and oral communication skills
- Must be detail orientated
- Needs to work accurately and efficiently
- Must have a good working knowledge of PC usage and Microsoft Office (Word, Excel and Outlook)
- Ability to maintain high volume of quality work, while ensuring highest confidentiality
WORK ENVIRONMENT:
PHYSICAL DEMANDS:
While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to: Stoop (Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles.) Kneel (Bending legs at knee to come to a rest on knee or knees.)
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.
Specific lifting abilities required by this job include medium work. Exerting up to 50 pounds of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects.
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
What We Offer:
We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
Salary : $23