Universal Banker

Description

Position Purpose:

Build, maintain and strengthen customer relationships through efficient, professional, friendly and personalized customer service while processing customer transactions and opening accounts for new and existing customers.

Job Duties and Responsibilities:

• Process accurate transactions such as deposits, withdrawals, or payments, resolve complaints or account discrepancies, and answer questions.
• Greet customers with a professional and friendly demeanor.
• Maintain and demonstrate knowledge of current bank products and services in order to provide accurate guidance and cross sell to customers based on their financial needs.
• Meet Personal SMART Goals.
• Efficiently and accurately open new accounts per customer requirements.
• Greet customers with a professional and friendly demeanor.
• Answer incoming calls promptly and professionally.
• Balance teller drawer, vaults, ATMs, and coin machines as required.
• Research customer accounts as necessary.
• Maintain an onboarding score of 90% or above.
• Log referrals and customer feedback through internal system on a regular basis.
• Handle currency, transactions, and confidential information in a responsible manner.
• Maintain advanced knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Complete annual training as required.
• Participate in bank/community activities.
• Other duties as assigned.

Qualifications

Skills and Abilities Required:

• High level of professionalism.
• Ability to balance a cash drawer.
• High integrity and outstanding work ethic; ability to maintain confidentiality is a requirement.
• Ability to build professional relationships with coworkers and customers.
• Ability to make timely, accurate and quality decisions.
• Strong computer skills; proficient in Microsoft Word, Excel and Outlook.
• Excellent written and oral communication skills, as well as the ability to read and understand policies and procedures.
• Ability to respond in a fast paced, fluid environment while maintaining a service-oriented mindset and excellent organizational skills.
• Proactive; desire to identify opportunities rather than react to problems.
• Strong attention to detail.
• Strong sense of initiative; self-motivated.
• Flexibility to change between the Teller and Personal Banker environments and successfully adapt to the different market environments.

Experience and Education Requirements:

• Minimum two (2) years of face-to-face customer service experience, preferred.
• Teller experience, preferred.
• Personal Banker experience, preferred.
• High school diploma, or equivalent.

Physical Requirements:

• Typically requires sitting for long periods of time with frequent keyboard/mouse usage and intermittent stooping, bending and walking.
• May occasionally lift up to 25 pounds which may include the need for independent mobility:  bend, reach, or kneel.
• Visual and auditory skills are required.
• May be required to work some evenings and/or weekends as necessary.

Performance Standards:

• Accuracy: Accurate processing of deposits, withdrawals and payments while keeping teller drawer balanced.
• Responsiveness: Timeliness of transactions and work completed.
• Relationships: Ability to work well and build relationships with other employees and customers.
• Guidance: Job knowledge and ability to provide guidance when needed.

Firstar Bank is proud to be an Equal Opportunity Employer: EEO/M/F/Disabled/Vets