Universal Banker - Dallas

Description

General Summary

Under general supervision, but in line with established bank policies and procedures, assist the Dallas office in providing a variety of service functions for customers.  Answer customers’ questions and explain available products and services to best meet the needs of the customer. Perform all duties of a New Account Representative, Customer Service Representative, and a Teller in a professional and helpful manner.

Principal Responsibilities and Duties

• Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
• Perform Teller functions, including customer verification, deposits, withdrawals, loan payments, cash checks, balance cash drawer, and balance vault.
• Responsible for opening and processing consumer and business deposit accounts.
• Prepare daily reports.
• Maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business products.
• Process customers through CIP program.
• Resolve customer concerns or questions regarding their online banking and bill pay.
• Assist in community awareness events to increase bank outreach.
• Maintain regular and punctual attendance.
• Work cooperatively with others.
• Work overtime as needed.
• Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.

Qualifications

Skills and Abilities Required

• Must present a professional appearance
• Must be highly organized and a self- starter
• Must be customer oriented
• Ability to multi-task
• Maintain confidentiality
• Ability to work independently and in a team environment
• Ability to communicate and receive direction from any level of management

Working Conditions

• Common office environment.
• Exposed to potentially hazardous conditions, i.e., robbery. Receives detailed instructions concerning procedures to be followed for minimal exposure.
• Considerable effort and eyestrain from continuous computer use.
• Perform a variety of duties, often changing from one task to another of a different nature.

Physical Requirements

• Occasionally move office equipment, and files weighing 10 pounds
• Must be able to remain in a stationary position for long periods of time to process work and assist customers.