Universal Banker III - Avenue

Overview

* On-Site Position*

Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience.

Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties include operating a Universal Banker terminal; cross-selling bank products; processing customer and bank transactions; handling large sums of cash and maintaining assigned limits;

cash settlement; and additional responsibilities in support of branch leadership and goals, as well as other related functions.

At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!

• Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service and the MAGIC of customer service strategies.
• Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions.
• Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations.
• Handle large sums of cash and maintain assigned limits; cash settlement; provide supervisory support to branch leadership and goals.
• Educate customers on a wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals.
• Build strong relationships with customers, understand their unique financial situations, and offer personalized solutions including opening deposit products and selling consumer credit products with an NMLS License.
• Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank's growth.
• Stay up to date with industry trends and product knowledge, attending training sessions and workshops to enhance skills and expertise.
• Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences.
• May be asked to attend quarterly Job Family meetings in corporate headquarters.
• Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions.
• Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction; continuously contributing to overall team performance.
• Proactively resolves all customer issues, working with urgency to meet and exceed needs and taking ownership and accountability of issues and complaints.
• Responsible for sales goals to expand the customer base through consultative sales techniques; build relationships and sell consumer credit products with an NMLS license and strong understanding of Firstrust products and services.
• Report on teller differences daily.
• Assist Universal Supervisor, verify cash shipments, conduct teller, vault and ATM audits as needed.
• Comply with all opening and closing procedures.

• Prolonged periods sitting at a desk and working on a computer.
• Ability to learn and sell bank products and services.
• Capability to function in a financial institution/branch environment and utilize standard office equipment.
• Outgoing and proactive with strong listening and verbal communications skills.
• Some physical requirements include lifting heavy coin trays and standing or sitting for prolonged periods while working on a computer.
• Willingness to travel locally for training or to support bank staffing needs.

• None identified.

• High School diploma or equivalent; additional education in finance or related field is a plus.
• Minimum of two years of face-to-face customer service experience, preferably in banking or retail with cash handling experience.
• PC Literacy; experience with Salesforce or comparable CRM is a plus.
• Ability to navigate multiple software applications.
• NMLS or Notary is a plus.
• Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred.
• Knowledge of banking…