What are the responsibilities and job description for the Universal Banker position at Montgomery Bank?
Responsibilities:
This position is responsible for performing intermediate duties and support related to branch operational activities; processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's non-mortgage products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. This position is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting non-mortgage credit applications, and may be asked to provide training and support to less experienced Retail Branch personnel.
Requirements:
- College degree or equivalent combination of education and experience required.
- Two (2) or more years experience in a sales environment in the financial industry.
- Incumbent must complete and obtain a minimum score for assigned annual compliance tests appropriate for the position.