Universal Banker

Central Bancompany Liberty , MO 64069

Posted 2 months ago

As a Universal Banker, you will provide Legendary Service to both internal and external customers by living our Core Values daily. You will conduct a variety of banking tasks such as handling deposits and withdrawals, payments, and maintaining accounts. You will perform a variety of customer services, such as opening new accounts, loans and assisting customers with inquiries concerning products and services. You will engage with customers by exploring their needs and offering banking services and/or products that are in the best interest of the customer. You will engage other business units as necessary by making appropriate referrals of traditional and non-traditional banking products and services.

You have a passion for owning and managing projects and promoting a strong team and organizational culture. You are friendly, organized and enjoy adding value to the customer experience. You have a strong desire to learn and support the banking center with your authentic, fun and engaging attitude. You are a self-motivated, courteous and professional individual and can juggle tasks while keeping everything and everyone you support on time and in order.

  • Banking Center Scorecard

  • Uncover opportunities to acquire new banking relationships and deepen existing relationships

  • Responsible for ownership of individual performance and their contribution to achieving team goals

  • Loans -- New Production (Individual)

  • Identify opportunities to assist potential and existing customers with their current and future credit needs

  • Establish, grow and maintain a loan pipeline to effectively achieve loan goals

  • Banker Cube

  • Proactively create relationship building conversations to effectively meet customer needs while achieving assigned goals

  • Retail Losses (Teller Difference and Fraud)

  • Maintain Teller drawer within prescribed limits. Buy from and sell money to vault as needed.

  • Accurately count, receive and disburse cash. Accurately handle mutilated and bait currency.

  • Verify and balance assigned Teller drawer daily. Maintain cash over and short record. Assist in identifying cash differences. Maintain Teller drawer variances within CBMW guidelines.

  • Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement. Includes obtaining appropriate documentation from customers and non-customers.

  • Maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (i.e. Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

  • Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery, whether victim or bystander, and know proper post-robbery procedures.

  • Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly.

  • Obtain current identification and documentation in accordance with bank policy and procedures for establishing new account relationships

About You:

  • Authentic

  • Engaged

  • Self-motivated and entrepreneurial

  • Energetic and highly driven

  • Passionate about serving others

  • Innovative and forward-thinking

  • Driven to bring value to the end customer by serving our associates and leadership team

Qualifications:

  • High school education or equivalent.

  • Basic math, computer and typing skills required.

  • Attention to detail required.

  • Ability to maintain regular and punctual attendance with flexibility to work hours as needed, including but not limited to rotating Saturdays, as determined to meet business needs.

  • Must possess good judgment skills and the ability to handle confidential information.

  • Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.

  • Will obtain and maintain NMLS license.

Competencies:

  • Relationship Building
  • Ability to develop and build strong relationships with clients and internal stakeholders. Ability to influence others through informal leadership.
  • Communication -- Strong ability to effectively communicate (oral and written) with multiple levels of the organization (internally and externally)

  • Problem Solving -- Ability to identify a problems root cause and drive to resolution. Ability to escalate where appropriate and ensure follow through.

  • Business Acumen-Basic understanding of the Banking industry and business environment both internally and externally.

  • Other Key Competencies include: peer coaching, interviewing, exceptional presentation skills, Computer skills

  • Word

  • Excel

  • PowerPoint -- Outlook

As a Universal Banker, you will provide Legendary Service to both internal and external customers by living our Core Values daily. You will conduct a variety of banking tasks such as handling deposits and withdrawals, payments, and maintaining accounts. You will perform a variety of customer services, such as opening new accounts, loans and assisting customers with inquiries concerning products and services. You will engage with customers by exploring their needs and offering banking services and/or products that are in the best interest of the customer. You will engage other business units as necessary by making appropriate referrals of traditional and non-traditional banking products and services.

You have a passion for owning and managing projects and promoting a strong team and organizational culture. You are friendly, organized and enjoy adding value to the customer experience. You have a strong desire to learn and support the banking center with your authentic, fun and engaging attitude. You are a self-motivated, courteous and professional individual and can juggle tasks while keeping everything and everyone you support on time and in order.

  • Banking Center Scorecard

  • Uncover opportunities to acquire new banking relationships and deepen existing relationships

  • Responsible for ownership of individual performance and their contribution to achieving team goals

  • Loans -- New Production (Individual)

  • Identify opportunities to assist potential and existing customers with their current and future credit needs

  • Establish, grow and maintain a loan pipeline to effectively achieve loan goals

  • Banker Cube

  • Proactively create relationship building conversations to effectively meet customer needs while achieving assigned goals

  • Retail Losses (Teller Difference and Fraud)

  • Maintain Teller drawer within prescribed limits. Buy from and sell money to vault as needed.

  • Accurately count, receive and disburse cash. Accurately handle mutilated and bait currency.

  • Verify and balance assigned Teller drawer daily. Maintain cash over and short record. Assist in identifying cash differences. Maintain Teller drawer variances within CBMW guidelines.

  • Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement. Includes obtaining appropriate documentation from customers and non-customers.

  • Maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (i.e. Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

  • Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery, whether victim or bystander, and know proper post-robbery procedures.

  • Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly.

  • Obtain current identification and documentation in accordance with bank policy and procedures for establishing new account relationships

About You:

  • Authentic

  • Engaged

  • Self-motivated and entrepreneurial

  • Energetic and highly driven

  • Passionate about serving others

  • Innovative and forward-thinking

  • Driven to bring value to the end customer by serving our associates and leadership team

Qualifications:

  • High school education or equivalent.

  • Basic math, computer and typing skills required.

  • Attention to detail required.

  • Ability to maintain regular and punctual attendance with flexibility to work hours as needed, including but not limited to rotating Saturdays, as determined to meet business needs.

  • Must possess good judgment skills and the ability to handle confidential information.

  • Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.

  • Will obtain and maintain NMLS license.

Competencies:

  • Relationship Building
  • Ability to develop and build strong relationships with clients and internal stakeholders. Ability to influence others through informal leadership.
  • Communication -- Strong ability to effectively communicate (oral and written) with multiple levels of the organization (internally and externally)

  • Problem Solving -- Ability to identify a problems root cause and drive to resolution. Ability to escalate where appropriate and ensure follow through.

  • Business Acumen-Basic understanding of the Banking industry and business environment both internally and externally.

  • Other Key Competencies include: peer coaching, interviewing, exceptional presentation skills, Computer skills

  • Word

  • Excel

  • PowerPoint -- Outlook

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Universal Banker

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