Universal Banker I
Job Description for Universal Banker position:
Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction.
The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial.
The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for Universal Banker position:
Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
Make referrals to other appropriate lines of business (i.
e.
, WIS and WMC) to meet customer needs.
Accurately open, maintain and close deposit accounts and services.
Answer customer questions and resolve related account issues, including phone and in-person.
Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Keep abreast of industry trends, standards and external factors that may affect the bank.
Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws Perform other duties as assigned.
Qualifications for Universal Banker position:
ExperienceRequired:
6 months of sales and/or customer service experiencePreferred:
1 year of sales and customer service experience in a sales and goals based environment, with a strong emphasis on customer serviceEducationRequired:
High School Diploma or general education degree (GED)Preferred:
Associate's Degree business or related fieldCertifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion dateBenefits for Universal Banker position:
Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Recommended Skills Customer Demand Planning Customer Relationship Management Customer Service Profilers Regulatory Requirements Retailing Estimated Salary: $20 to $28 per hour based on qualifications.
Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction.
The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial.
The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for Universal Banker position:
Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
Make referrals to other appropriate lines of business (i.
e.
, WIS and WMC) to meet customer needs.
Accurately open, maintain and close deposit accounts and services.
Answer customer questions and resolve related account issues, including phone and in-person.
Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Keep abreast of industry trends, standards and external factors that may affect the bank.
Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws Perform other duties as assigned.
Qualifications for Universal Banker position:
ExperienceRequired:
6 months of sales and/or customer service experiencePreferred:
1 year of sales and customer service experience in a sales and goals based environment, with a strong emphasis on customer serviceEducationRequired:
High School Diploma or general education degree (GED)Preferred:
Associate's Degree business or related fieldCertifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion dateBenefits for Universal Banker position:
Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Recommended Skills Customer Demand Planning Customer Relationship Management Customer Service Profilers Regulatory Requirements Retailing Estimated Salary: $20 to $28 per hour based on qualifications.
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