Universal Banker

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Description

The Universal Banker role allows employees to fully execute on The Farmers Bank brand purpose : To Care, Educate & Serve to Inspire a better future for all. A Universal Banker can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Universal Banker is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.

Requirements

Job Responsibilities

1. Customer Service and Sales.

2. Educate customers on solutions that meet their needs, including new accounts, services, and digital

3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)

4. Engage customers by following up through onboarding or campaigns

5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.

6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges

7. Open / Close Night Drop with dual control processes for various Night-Drop and mail.

8. Other Duties as Assigned.

Competencies Required

1. Competency #1 : Customer Relations

• The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.

2. Competency #2 : Attitude

3. Competency #3 : Accountability

4. Competency #4 : Teamwork & Cooperation / Organization Relations

5. Competency #5 : Attention to Detail

6. Competency #6 : Job Knowledge (Basic)

7. Competency #7 : Productivity