Universal Banker

North American Savings Bank

Universal Banker

Job Description Summary:

Providing quality customer service through the promotion of products, services, and thoughtful solutions to make banking easy for our customers.

Responsibilities:

You will be instrumental to the success of NASB by -

• Providing outstanding customer service, greeting each customer as they enter the bank, answering the phone promptly, and taking ownership of each interaction; this includes the support of our mortgage sales team by making referrals

• Assist customers in their selection of various accounts and financial services, administer accounts, and positively impact retention of current customers while achieving branch sales and service goals

• Resolve any problems, issues, or questions to ensure customer satisfaction.

• Always maintaining a positive, friendly, and professional attitude

• Assist with all branch level marketing activities and promotions.

• Perform applicable aspects of daily operations, including: opening new accounts, cash controls, balancing, fraud prevention, handling customer transactions, and accurately completing all CIP requirements.

• Adhere to all policies and procedures, including those related to the Bank's Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance program. Miscellaneous other duties as assigned.

Responsibilities:

You will be instrumental to the success of NASB by -

• A High school diploma or equivalent

• One year experience in a Retail or Sales environment engaging with customers and making product recommendations leading to sales or relevant experience

• Ability to work branch hours

• Ability to learn products, services and procedures quickly and accurately.

• Excellent communication skills with a demonstrated ability to adapt the conversation of the NASB products/services based on the customers varying needs in person and over the phone

• Basic math skills. Ability to problem solve and quickly identify currency denominations

• Good time management and organizational skills - must be detail-oriented and thorough

• Sound judgment and decision-making abilities

• Ability to lift/carry up to 25 pounds

• Intermittent period of standing and walking

Preferred plus if you have:

• College degree or military equivalent; High school degree, GED or foreign equivalent required

• At least one year experience in Retail banking sales, financial services sales, or relationship sales role in another industry, with demonstrated success in establishing new customer relationships

• Financial management and responsibility skills

• Bilingual

Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

North American Savings Bank (NASB) is an Equal Opportunity/ Affirmative Action employer. We provide equal employment opportunities to all qualified employees and applicants for employment without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. We prohibit discrimination in decisions concerning recruitment, hiring, compensation, benefits, training, termination, promotions, or any other condition of employment or career development.