First Liberty Bank Universal Banker

Description

ONLY COMPLETED APPLICATIONS WILL BE CONSIDERED FOR AN INTERVIEW

Job Description:

The Universal Banker plays a vital role in our bank’s commitment to provide exceptional customer service, build long-lasting relationships and help customers achieve their financial goals. The Universal Banker must be able to take care of any customer on any financial need in a professional and knowledgeable manner.  They will handle various teller transactions, open customer’s deposit accounts and resolve customer service issues in-person, via email or by phone.  First Liberty Bank is open from 7:30 AM to 5:30 PM. Employees will not be required to work the entire of span of these hours but must be available to work any shift within this time frame and occasional overtime when crucial to branch operations.

The Universal Banker is accountable for proactively selling consumer and commercial depository products and services to customers and prospects.  They are responsible for opening, closing and performing maintenance on deposit accounts and services – and managing all documentation related to the account or service.  They are entrusted with creating a positive experience in our lobby – meeting and greeting each client.  Universal Bankers are relied upon to resolve customer service needs effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction. They will participate in banking promotions, events, community outreach and planning of additional marketing projects.  Universal Bankers will continue to develop and improve their skills through regular feedback discussions with their manager.  This position reports to the Oklahoma City Branch Manager.

Primary Responsibilities/Duties:

• Develop and maintain customer relationships by providing exceptional customer service at all times
• Seamlessly transition between multiple roles while consistently identifying and pursuing sales opportunities
• Process teller transactions efficiently and accurately
• Comply with FLB’s established procedures and policies, complete all required training
• Acquire and maintain comprehensive knowledge of the ever-changing banking industry
• Open, close, and revise deposit accounts for customers using a consultative approach, ensuring tailored financial solutions and exceptional service
• Grow accounts and customer base through cross-selling, networking and other outside sales activities
• Thorough understanding of all deposit products and services including promotional products
• Contribute to branch and bank goals by promoting the banks products and services
• Other responsibilities and duties as assigned

Qualifications

Required Skills/Qualifications:

• Superior customer service and communication skills (verbal and written)
• Effective selling and cross-selling skills
• Friendly, outgoing, confident, assertive, and enthusiastic personality
• Display professional and polished demeanor
• Accuracy and attention to detail
• Team player, willing to help all associates
• Demonstrate initiative and ownership, ability to solve problems
• Efficiently assist clients with time constraints, ensuring their needs are met promptly and effectively
• Ability to handle multiple responsibilities, using time management skills to plan and prioritize tasks
• Proven ability to effectively interact with others, forge relationships with clients and employees
• Adaptability, willingness to learn, work overtime if needed
• Intermediate Microsoft Office Skills; Outlook, Word and Excel

Desired Skills/Qualifications:

• One year of cash handling, customer service or prior banking experience
• Ability to maintain high level of confidentiality
• High School Diploma

FIRST LIBERTY BANK IS AN EQUAL OPPORTUNITY EMPLOYER – M/F/Vets/Disabled

PHYSICAL REQUIREMENTS & WORKING CONDITIONS: Sitting or standing for long periods of time, walking, finger dexterity, repetitive motions, talking, hearing and visual acuity. Professional office environment. Occasional lifting of storage boxes.