The Universal Banker II combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs
Job Summary
The Universal Banker II combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs.
Essential duties include greeting members, processing financial transactions, maintaining account records, performing miscellaneous branch tasks, and demonstrating full working knowledge of branch technology.
The role involves opening and closing accounts, resolving member issues, assessing financial needs through consultative questions, recommending appropriate products, and processing loan applications.
Matching Summary
The Universal Banker II combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs.
Skills & Requirements
Must-have
Financial transaction processing
Account opening and maintenance
Consultative member needs assessment
Loan application processing
Branch technology and systems knowledge
Compliance with federal and state laws
Nice-to-have
Building strong member relationships
Collaborating with internal experts
Supporting organic growth efforts
Mentorship and training new employees
Positive team atmosphere
Key Requirements
High school diploma or equivalent
Three years of financial or retail sales experience
Experience with loan application process
Knowledge of industry trends and lending policies
Ability to pass background check (Credit, Drug Screen, Criminal)