Universal Banker - Floater

UNIVERSAL BANKER I SUMMARY

This position is responsible for providing customer service in the Bank’s Banking Centers. This position is responsible for helping customers benefit from the Bank’s products and services while being accountable for customer centric and needs based sales while utilizing the sales and referral models. This position will prepare, input, and modify information via the computer system. Work is performed within the framework of standard operating policies and procedures: however, independent judgment and discretion is required in performing assigned tasks.

Deviations from normal procedures and/or questions are referred to the supervisor.

Responsible to know and understand the Bank’s products and services to best meet the customer’s needs; participate in Bank and branch sales promotions and games, h sales meetings, and one-on-one meetings with manager; consistently utilize Synapsys and Customer Needs Assess

CNAs).

Responsible for ensuring customers have a positive experience by providing memorable customer service; ensure customer and retention process is completed and documented in Synapsys; responsible for the use of the Consumer Complaint/Comment process within Synapsys ensuring individual utilization and resolution.

Serve as a universal banker by opening, modifying, and closing accounts; perform extensive data entry to add, modify, or close accounts; assist customers in reconciling accounts; print statements for customers; receive and place checks orders; assist tellers by approving/rejecting checks to be cashed and explain the bank’s policies and procedures regarding transactions; identify customer by name and answer customer inquiries in person and over the telephone;

transfer funds per customer request; assist customers in establishing or changing pin numbers; train customers how to use bank products and services; process stop payment and forged account requests; sign official checks; process direct deposit applications; process reports (e.g.,. CTR, SAR); establish night deposit customers and explain procedures; redeem savings bonds; distribute loan packets and assist customers in completing loan applications;

obtain information and process wire transfers.

Serve as a safe deposit clerk by following all established policies and procedures; perform functions associated with the safe deposit area.

Process CD’s and IRA’s by opening, modifying, and closing certificates; complete all required paperwork and perform data entry; issue receipts; calculate and process disbursements to include principle, interest payable, penalties, and tax with holdings.

Open and close branches according to standard procedures; supervise assigned staff; ensure tellers maintain security of assigned teller drawer and coin vault; exercise dual control procedures; perform administrative duties as assigned by branch manager.

Balance ATM/ITM; prepare and verify currency for ATM/ITM; resolve problems associated with ATM/ITM.

Balance vault cash and cash recycler, maintain logs, and complete bank slips; order and ship currency; buy, sell, verify, and bundle currency; open and close vault; maintain security cameras.

Make decisions about a variety of daily transactions and exercise discretionary authority; lead staff in daily job tasks; resolve problems and provide troubleshooting; professionally and diplomatically deal with irate or unhappy customers; assign tasks and ensure completion within predetermined deadlines.

Perform job duties associated with Notary Public certification.

Comply with all banking regulations, policies and procedures.

Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.

Reviews technical bulletins, newsletters, etc; distributes information to employees.

None.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the…