What are the responsibilities and job description for the Regional Universal Banker position at Bank of Washington?
The Regional Universal Banker plays a vital role in providing exceptional customer service and financial solutions across multiple branch locations. This position requires flexibility, adaptability, and strong banking expertise to support branches during periods of reduced staffing. The Roving Universal Banker performs a combination of sales, service, and operational duties, ensuring seamless branch operations while delivering an outstanding customer experience.
Essential Responsibilities:
- Travel between assigned branches to provide coverage based on staffing needs.
- Assist customers with a wide range of banking needs, including opening new accounts, processing transactions, and offering financial solutions.
- Build strong customer relationships by identifying financial needs and recommending appropriate products and services.
- Clearly explain product and service benefits, requirements, changes and other related product information to customers.
- Assist with operational tasks such as balancing cash drawers, verifying transactions, and maintaining security procedures.
- Works collaboratively with bank partners to deliver the desired customer experience and achieve overall business objectives.
- Demonstrate empathy and proactively resolve customer concerns in a timely, professional, and positive manner, escalating issues, as needed.
- Participate in continuous learning to gain knowledge of bank processes, policies, software, terminology, and rules and regulations.
Preferred Education, Experience, Technical Knowledge, and Skills:
- Previous banking or financial services experience preferred.
- Willingness to travel between multiple branch locations within an assigned region.
- Proficiency in banking systems, cash handling, and transaction processing.
- Ability to work independently and adapt quickly to various branch environments.
Compliance:
- The employee is responsible and accountable for establishing and following procedures to ensure compliance with all applicable regulatory rules and regulations. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational.
- Bank of Washington will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job.
The Bank of Washington is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
