What are the responsibilities and job description for the Universal Banker position at GREATER STATE BANK?
Position Description:
U
UNIVERSAL BANKERUNIVERSAL BANKER DUTIES
The duties listed below may not include all the responsibilities that the person in this role may be asked to perform.
Proactively acquiring new customer relationships, leveraging centers of influence through outbound calling
Uses profiling methods to uncover and understand the customers financial needs, to find solutions and refer customers to bank partners for specialized products
Provides world-class customer service and creates a positive banking experience
Works with customers to resolve customer service issues
Performs various account maintenance
Opens new consumer and business accounts
Actively contributes to teams success
Assist closing of consumer loans
Assists with teller transactions
Balance teller drawer, verify accuracy of posted transactions
Comply with all federal and state laws and regulations, and all established bank policies and procedures
Maintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
Performs other duties as assigned
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.
High School Diploma or GED equivalent
Minimum of 2-3 years of sales and service experience
Strong communications skills
Experience using personal computers, Microsoft Word, Excel and Outlook
Ability to multi-task and meet deadlines
Must be able to work flexible hours as scheduled (Monday through Friday, and Saturday rotation)
Banking experience is desired
High level of customer sales and service experience is desired
Bilingual in English and Spanish is desired
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities