Universal Banker

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Description

SUMMARY OF JOB:

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs.

Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.

ESSENTIAL JOB RESPONSIBILITIES:

• Assist clients with day to day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.

• Perform transfers, loan payments, and wire transactions.

• Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.

• Open business accounts and support Treasury Management products and services implementation.

• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship.

• Assist the teller line as a back-up teller, and accurately assist customers with processing transactions.

• Meet/exceed sales and referral goals and meet/exceed individual and branch targets.

• Maintain current knowledge and follow all bank financial and security regulations and procedures.

• Other duties as assigned.

Requirements

JOB REQUIREMENTS:

Education: High School Diploma or Equivalent

Work Experience: 1+ years experience in sales, teller, new accounts, or loan processing

Supervisory Experience: N/A

Licenses/Accreditations: None required

Computer Skills: Proficient with Microsoft Office Suite; 10-Key by touch is preferable

Other Requirements: Detail-oriented; decision-making capabilities.

Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone. Must be able to open vault doors or lift/transfer items typical in an office environment. Working knowledge of standard banking products, services, and transactions, including deposit products and credit/debit cards.

Preferred Skills/Experience: Prior teller/sales experience.

Strong attention to detail and accuracy; professional and courteous communication skills. Ability to cross-sell and/or refer bank products based on customers' needs. Strong oral, written customer service skills.

SPECIFIC DUTIES AND RESPONSIBILITIES:

Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.

Financial: Familiarity with financial terms and practices; mathematical calculations

Administrative Duties: N/A

Autonomy: Discretion for recognizing and minimizing risk to the bank.

Employees Supervised: N/A

Budget Responsibility: N/A

InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.