What are the responsibilities and job description for the Universal Banker position at Central National Bank?
Description
A Universal Banker will be responsible for customer service, new account acquisition and onboarding, customer retention, and above all, deliver on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided by our competition.
Requirements
Skills and Qualifications
- Exceptional customer service skills
- Accomplished interpersonal and communication skills (both verbal and written)
- Proficiency in Microsoft Office suite of products (specifically Word & Excel)
- Ability to network, negotiate, develop good rapport with others, and to grow relationships
- High energy, enthusiasm, and a positive attitude
- Organizational skills with strong attention to detail and the ability to follow through
- Ability to multi-task and work efficiently to meet required deadlines
- Strong orientation to personal service and professionalism (both conduct and appearance)
- Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers
- Banking experience preferred
Universal Banker Responsibilities
- Opening consumer and commercial deposit accounts
- Perform signature card revisions and work with other areas of the bank with account requests
- Respond to customer inquiries via phone, email, text, and chat
- Take wire transfer instructions from customers
- Provide technical assistance and troubleshooting for the bank’s electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
- Update customer contact information (address, phone number, and email address)
- Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
- Add/remove accounts to CentraNet and Mobile Deposit
- Upon request, provide customers with copies of statements and temporary activity statements
- Transfer funds and provide balance information to customers
- Place stop payments on checks and ACH transactions
- Take loan payments over the phone
- Answer questions about customers’ debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
- Place check and deposit slip orders for customers
- Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
- Complete tasks and applications that customers submit online
