Universal Banker

Job Description

Job Description

Description :

Function : Responsible for conducting timely and accurate teller transactions, vault transactions and fulfilling customer requests in accordance with bank policies and regulations. Additional responsibilities include opening retail and commercial accounts while maintaining current knowledge of competitor products, services and current promotions.

Essential Duties :

• Accurately process transactions and new account openings in a timely and professional manner.
• Maintain current knowledge of all Federal and State regulations, along with the Bank’s policies and procedures.
• Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
• Processes assigned reports and / or job duties in an accurate and timely manner.
• Develops working relationships by effectively responding to customer needs, resolving inquiries / complaints in a positive, professional and timely manner as outlined in Bank policies and procedures.
• Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements.
• Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs.
• Other duties as assigned.

Requirements :

Knowledge, Skills and Abilities :