Universal Banker II

Objective:

*Onsite Position*

Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

Minority/Female/Disabled/Veteran

Responsibilities/Duties:

• Ensures compliance with all Bank policies and procedures and federal regulatory guidelines, following all compliance related policies, including audit and security procedures. Will ensure all work is completed accurately and follows up with any outstanding customer or operational issues.
• Provides/ensures superior customer service and proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers’ needs and expectations, while taking ownership and accountability of customer issues and complaints.
• Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license.
• Reports on teller differences on a daily basis.
• Performs a variety of customer service transactions as needed.
• Will assist Head Teller, verify money received or sent for cash shipments as needed.
• Will open deposit products.
• When needed, will conduct audits, i.e., teller, vault, ATM etc.
• Will comply with all opening and closing procedures.
• Demonstrate behaviors consistent with and holds other accountable for behaviors consistent with our Mission/Values.
• Demonstrates teamwork through flexibility and maintains effective communication with others in the Branch.
• Continuously looks for ways to contribute to the overall teller team performance.
• Performs other responsibilities as requested by branch management.

Essential Functions:

Some physical requirements include but are not limited to lifting heavy coin trays and standing for prolonged periods of time, and willingness to travel locally. Must be able to work evenings and weekends, depending on branch and Bank needs.

DECISION MAKING:

They are responsible for daily/weekly sales goal reporting and metrics.

ACCOUNTABILITY:

• - Universal Banker I, II & III will be accountable to meet monthly referral/sales/service goals.
• Will be extremely proficient at uncovering needs and using consultative sales to build relationships.
• Will make proactive customer courtesy calls daily.
• Self-starter who consistently looks for solutions to meet our customers’ current and long term financial goals.
• Ability to recognize opportunities to refer alternative solutions such as investments, private banking, mortgages, commercial loans or any other bank partners to help meet/exceed our customers’ needs.
• Will always set a positive example in all areas of leading the branch team.
• Ensures a high level of quality customer service at all times.
• Responsible for creating an exceptional customer experience for each and every customer conducting teller transactions.
• Ensure compliance with Firstrust’s policies and procedures.
• Will always demonstrate a positive demeanor.
• Meet/exceeds teller referral goals.
• Understands basic features and benefits of Firstrust retail products and services.
• Greet each customer enthusiastically and thank each customer for doing business with Firstrust.

Knowledge - Skills & Abilities:

• Banking preferred
• More than three years of job-related experience.
• Excellent interpersonal and communication skills, as well as computer skills
• Strong knowledge of deposit and retail loan products, familiarity with business loan products.
• Must be knowledgeable of Bank policies and procedures
• High School diploma required, post high school education preferred or equivalent experience.
• Must be a team player committed to success and achieving results