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Who we are: We are a bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible. We provide modern banking tools strengthened by a renowned tradition of service. We offer our clients choice and flexibility in managing their finances, while preserving the personal touch and accessibility they expect.
What to expect: Driven by shared values of team spirit, commitment, responsibility, and innovation, all our teams are focused on delivering a truly personal service. All team members, regardless of their role, help create better deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.
Here's what you’ll do: The Universal Banker is responsible for providing new account services, customer assistance and variety of regular and recurring banking operational functions. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize cross-sell. Promotes business for the Bank by maintaining quality customer relations and referring customers to appropriate staff for new services.
· Open new banking accounts for consumers and business by ensuring proper documentation and identification; maintain existing accounts of all types and closes account as needed.
· Processes Beneficial Ownership and Risk Rating forms.
· Provides quality customer services, recommends solutions to customer problems, and orders checks.
· Maintains customer files in order and scans to core system.
· Assist with other operational tasks as assigned.
· Identifies opportunities to cross-sell bank products and services and generate referrals.
· Reviews and verifies daily reports.
· Reports suspicious activities to manager, Chief Risk Officer or BSA Officer.
· Processes Wires, Return Items, Overdraft, Non-Post, Stop Payment, GL Reconciliations.
· Provide the highest level of customer service possible to all Excel Bank’s employees, participant lenders, and to borrowers.
What you Need to Succeed:
· High school diploma or associate degree (AA) or equivalent combination of education and experience preferred.
· 2 years’ bank teller experience, new accounts, in a banking environment.
· Recent knowledge of Beneficial Ownership and Risk Rating processes.
· Strong working knowledge of BSA.
· Experience with personal and business new accounts opening process and documentation.
· Knowledge of bank operations, bank products, and banking regulations.
· Core banking system experience such as DCI iCore360 preferred.
· Proficient computer skills including Microsoft Teams 365, Outlook, Excel, and Word.
· Strong verbal and written communication skills.
· Ability to multi-task.
· Ability to understand and follow instructions and guidelines.
· Ability to work with general to minimal supervision while performing tasks and assigned duties.
· Ability to interact with all levels of management and team members.
What’s in it for You:
Excel Bank offers competitive compensation and incentive packages, along with a comprehensive benefits package that includes:
· Competitive salary.
· Excellent comprehensive benefits package includes medical HMO or PPO, dental, and vision.
· Bank paid life insurance and long-term disability.
· Matching 401(K).
· Vacation and Sick Benefits.
· Paid Bank Observed Holidays.
We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
Excel Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants for employment at Excel Bank will receive consideration for employment without regard to race, religion, color, sex, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, age, protected medical condition, disability, or any other protected status in accordance with all applicable federal, state, and local laws.
© 2024 Excel Bank
Member FDIC
Full Time
$36k-44k (estimate)
07/03/2024
12/24/2024
The job skills required for Universal Banker include Customer Service, Products and Services, Commitment, Teamwork, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Universal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Universal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Universal Banker positions, which can be used as a reference in future career path planning. As an Universal Banker, it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker. You can explore the career advancement for an Universal Banker below and select your interested title to get hiring information.
If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Universal Banker job description and responsibilities
Universal bankers is who assist customers with loan applications.
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Universal bankers manage the accounts, process transactions, and prepare financial reports.
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Focus to retail leadership decision-making towards simplifying aspects of the branch banker experience.
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Universal bankers will perform both sales and service transactions.
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Universal Banker will provide quality service and develop long- term customer relationships.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Universal Banker jobs
Universal bankers should be comfortable executing marketing and sales techniques when the opportunity arises.
02/23/2022: Greenville, SC
Training Online Training For Bankers American Bankers Association.
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Creating an Atmosphere of Positive Evolution.
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Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.
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Attention to detail, problem solving, and the ability to be pro-active.
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Step 3: View the best colleges and universities for Universal Banker.