What are the responsibilities and job description for the Universal Banker position at First Central Savings Bank?
Purpose: Universal Banker (UB) is responsible for assisting all bank clients, opening new accounts, verifying the identity of account holders, assisting customers with transactions and conducting both teller and cash vault transactions in an accurate and timely manner. In addition, they are also responsible for the overall sales and servicing of all Bank products and services. The UB must maintain current knowledge of Bank’s products, services and current promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards.
Essential Job Functions:
Maintain exceptional customer service standard, greet customers and facilitate a welcoming customer focused environment.
Accurately processes transactions and open new accounts in a timely and professional manner and request the required identification.
Communicate ideas on how to improve a customer’s experience to Branch Management.
Maintain current knowledge of all Federal and State laws and regulations along with the Bank’s policies and procedures.
Processes Teller transactions in an accurate and timely manner (e.g., deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.)
Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
Responsible for monitoring and maintaining Branch cash supply.
Process assigned reports and/or job duties in an accurate and timely manner.
Answer customer questions and concerns regarding banking products and services.
Maintains a current understanding of the Bank’s new account opening procedures.
Keeps current information of the Bank’s products and services