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.
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.
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
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.
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.
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.
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.
