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1

universal banker

  • Prepare and compile new customer application and information to open new accounts. 
  •  Inform and advise customers of status or enhancements to current account products.
  • Suggest solution on account disputes and other account activity.
  •  Use customer interactions as an opportunity to educate and cross-sell customers on Bank’s products and services, including deposit accounts and loans. 
  • Follow chain of command and escalate any situations necessary to Assistant Branch Manager or Branch Manager. 
  • Utilize Microsoft Office programs, i.e. Word, Excel, Outlook, and PowerPoint.
  • Manage daily priorities and any other duties required.
2

universal banker

  •  Evaluating needs of potential customers and offering appropriate financial products and services. ·         
  • Providing complete and comprehensive information on all products, services, charges proactively to the customer to ensure that the best service standards are offered to the customers.     
  • Providing ongoing relationship and services to existing customers to maintain goodwill and to acquire additional business.         
  • Promoting and cross-selling of other established products and services as appropriate to customers and accordingly meeting their requirements.     
  • Generating new business ensuring that self and organizational goals are met respectively.        
  • Generating sales revenue at assigned locations or areas ensuring coverage of all prospects in every location.          
  • Completion of established sales goals as per assigned.         
3

universal banker

  • open new accounts
  • ACH process tracking
  • CD account updates
  • Scheduling tellers/universal bankers
  • marketing team
  • Balancing drawers, and vault
  • online/mobile banking 
4

universal banker

  • Hold accountability for performance.
  • Answer telephone calls and assist customers with various requests. 
  • Following of laid out sales and service processes to establish contact with prospective customers, understanding their needs and selling them appropriately to ensure that their requirements are met with.         
  • Maintaining up to date knowledge on company products and processes to ensure and to offer high quality sales experience.      
5

universal banker

  • Play an essential role in finding right solutions for customers and informing additional products and services.
  •  Administering cash shipments and ordering cash & balancing daily vault and all cash lines.
  • Performed responsibilities of ATM, safe deposits, bonds, foreign currency.
  • Gain insight into risk management through exposure to a variety of audit projects
  • Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems
  • Created a long-term relationships with customers and team members
  • Assisted with new employee training, scheduling interviews with hiring manager