What are the responsibilities and job description for the Universal Banker position at Pinnacle Bank?
Job Description
Employer Department
Vallant Bank Retail
Job title Exemption status
Universal Banker Non-Exempt
Supervised by
Branch Manager/Retail Service Manager
Job Summary
The Universal Banker is responsible for:
Skills, Knowledge, Talents
Education
Employer Department
Vallant Bank Retail
Job title Exemption status
Universal Banker Non-Exempt
Supervised by
Branch Manager/Retail Service 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 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
Skills, Knowledge, Talents
Education
- High school graduate with equivalent work and skill experience.
- One year of banking, customer service and/or sales experience is preferred.
- 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 be responsive to supervisory guidance.