What are the responsibilities and job description for the Universal Banker position at M C Bank and Trust Co.?
Job Description: The Universal Banker provides exceptional customer service in both teller activities and banker activities while cross-selling, selling, and referring bank products and services to new and existing customers. The Universal Banker recommends appropriate products and services related to spending and saving needs of the customers. The Universal Banker completes teller transactions, services customers with non-complex platform needs, and opens new deposit accounts.
Expectations:
- Consistently executes appropriate behaviors for delivering exceptional customer service in the branch.
- Conducts needs-based conversation and offers financial solutions to meet the customers’ needs.
- Makes qualify referrals to appropriate partners
- Responsible for meeting individual performance metrics
- Provides exceptional customer service by meeting all customer demands as they may relate to both teller and platform activities.
- Generally, resolves problems independently, escalating more difficult issues to management.
- Focuses on servicing the customer, on both the teller line and platform, with the added responsibility of simple product sales; activities include but not limited to teller transactions, open/close consumer deposit accounts, debit card issues, Reg E, lending, Mobile and On-Line Banking.
- Keeping a clean, organized work area and a professional appearance.
Qualifications and Education Requirements
High school diploma or equivalent; 1 years related experience; proficient in Microsoft Office.
High school diploma or equivalent; 1 years related experience; proficient in Microsoft Office.
Preferred Skills
- Superior customer service skills
- Teller Experience
- Strong organization skills to handle multiple tasks in a fast-paced environment
- Excellent communication skills with ability to be concise, clear, and consistent
- Demonstrated effective problem-solving skills
- Demonstrated ability to schedule and prioritize work
- Demonstrated ability to work independently and within timelines
- Sound judgement in decision making and problem solving
- Professional appearance and courteous manner.
Additional Notes
- Must have ability to solve practical problems and deal with a variety of situations exercising flexibility, critical thinking skills and sound judgment in a fast-paced environment
- Must be detail oriented and well organized
- Must be flexible and able to shift resources and priorities as required
- Must be able to complete all assignments with minimal supervision
- Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
M C Bank is an Equal Opportunity / Affirmative Action employer, committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, or any other factor protected by applicable federal, state, or local laws. All hiring decisions are based on qualifications, merit, and business needs
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