Universal Banker

Description

A Universal Banker will be responsible for customer service, new account acquisition and onboarding, customer retention, and above all, deliver on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided by our competition.

Requirements

Skills and Qualifications

• Exceptional customer service skills
• Accomplished interpersonal and communication skills (both verbal and written)
• Proficiency in Microsoft Office suite of products (specifically Word & Excel)
• Ability to network, negotiate, develop good rapport with others, and to grow relationships
• High energy, enthusiasm, and a positive attitude
• Organizational skills with strong attention to detail and the ability to follow through
• Ability to multi-task and work efficiently to meet required deadlines
• Strong orientation to personal service and professionalism (both conduct and appearance)
• Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers
• Banking experience preferred

Universal Banker Responsibilities

• Opening consumer and commercial deposit accounts
• Perform signature card revisions and work with other areas of the bank with account requests
• Respond to customer inquiries via phone, email, text, and chat
• Take wire transfer instructions from customers
• Provide technical assistance and troubleshooting for the bank’s electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
• Update customer contact information (address, phone number, and email address)
• Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
• Add/remove accounts to CentraNet and Mobile Deposit
• Upon request, provide customers with copies of statements and temporary activity statements
• Transfer funds and provide balance information to customers
• Place stop payments on checks and ACH transactions
• Take loan payments over the phone
• Answer questions about customers’ debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
• Place check and deposit slip orders for customers
• Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
• Complete tasks and applications that customers submit online