What are the responsibilities and job description for the Universal Banker position at Pinnacle Bank?
Job Description
Employer Department
Pinnacle Bank Retail
Job title Exemption status
Universal Banker Non-Exempt
Supervised by
Branch Manager/Retail Sales Manager
Job Summary
The Universal Banker is responsible for:
~demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities
~demonstrating an accurate knowledge of the bank’s products and services
~ensuring superior quality service in completing all customer transactions
~matching the financial needs that achieve those customer goals with product and service solutions
~growing the deposits of the bank by creating an exceptional customer experience while providing and filling customer needs as they occur in the branch environment
~building long-term customer relationships with a focused group of customers by being knowledgeable of the customer base, and proactively uncovering individual customer financial goals
~maintaining a positive service mentality
~having the capacity to successfully satisfy the customer while considering the resources and needs of the organization
The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.
Skills, Knowledge, Talents
Education
High school graduate with equivalent work and skill experience.
Prior Experience
One year banking, customer service and/or sales experience preferred.
Required Skills And Knowledge
Must have a comprehensive knowledge of the bank's products and services. Must have a willingness to serve.
Must be able to function efficiently in a network environment and have a working knowledge of Microsoft
Office and SharePoint.
Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations).
Project a professional image by adhering to guidelines in the employee handbook.
Must have a general understanding of the Federal Reserve Banking System.
Must be able to collect, research, and analyze information skillfully.
Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment.
Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance.
Pinnacle Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse work force and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.
Employer Department
Pinnacle Bank Retail
Job title Exemption status
Universal Banker Non-Exempt
Supervised by
Branch Manager/Retail Sales Manager
Job Summary
The Universal Banker is responsible for:
~demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities
~demonstrating an accurate knowledge of the bank’s products and services
~ensuring superior quality service in completing all customer transactions
~matching the financial needs that achieve those customer goals with product and service solutions
~growing the deposits of the bank by creating an exceptional customer experience while providing and filling customer needs as they occur in the branch environment
~building long-term customer relationships with a focused group of customers by being knowledgeable of the customer base, and proactively uncovering individual customer financial goals
~maintaining a positive service mentality
~having the capacity to successfully satisfy the customer while considering the resources and needs of the organization
The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.
Skills, Knowledge, Talents
Education
High school graduate with equivalent work and skill experience.
Prior Experience
One year banking, customer service and/or sales experience preferred.
Required Skills And Knowledge
Must have a comprehensive knowledge of the bank's products and services. Must have a willingness to serve.
Must be able to function efficiently in a network environment and have a working knowledge of Microsoft
Office and SharePoint.
Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations).
Project a professional image by adhering to guidelines in the employee handbook.
Must have a general understanding of the Federal Reserve Banking System.
Must be able to collect, research, and analyze information skillfully.
Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment.
Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance.
Pinnacle Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse work force and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.