Universal Banker III (Senior Banker)

EEO Employer

Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more.

This is not a remote position.

UNIVERSAL BANKER III POSITION SUMMARY

This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.  

SCHEDULE

 Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. 

BENEFITS

Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include:

• Medical, Dental & Vision Plans
• Option for Health Savings Account (HSA)
• Life Insurance (Company paid for employee)
• 401K and Employee Stock Ownership Plan (ESOP)
• Company Paid Short & Long Term Disability Insurance
• Flexible Spending Account (FSA) & Dependent Care
• Eligibility for Tuition Assistance and Discounts
• Employee Assistance Program (EAP)

UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions
2. Build relationships with customers by identifying needs and offering solutions
3. Provide accurate information to customers based on product and service knowledge and understanding of the banking industry
4. Sell, open and maintain banking products and services to new and existing customers
5. Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes)
6. Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts
7. Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating
8. Process check orders; follow check cashing procedures; issue cashier’s checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes
9. Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending
10. Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions)
11. Maintain a balanced cash drawer
12. Meet or exceed all established branch goals and contribute to branch deposit growth
13. Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits
14. Perform ITM duties in applicable markets
15. Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending

UNIVERSAL BANKER III QUALIFICATIONS:

Education

• High school diploma or equivalent required

Experience

• Previous Banking experience 

Other Skills and Abilities

• Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required
• Strong math skills; add, subtract, multiply and divide in all units of measure
• Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees
• Must be able to multi-task in a busy environment
• Understands computer and other equipment capabilities and limitations
• Exceptional organizational and time management skills
• Maintain a complete understanding of regulatory and compliance policies and procedures
• Must be able to work flexible hours and shifts
• Travel to/from and work in multiple locations; must have a valid driver’s license and reliable transportation

PM21