Universal Banker

We are growing! Come and grow with us as we prepare to open our new Location on West Sunset Street in Springfield, MO.

The Universal Banker plays a pivotal role in delivering an exceptional customer experience, facilitating financial transactions, and promoting various banking products and services. They are responsible for providing comprehensive support to customers through various channels including in-person interactions, phone calls, and digital platforms.

OUTCOMES AND RESPONSIBILITIES (Other duties may be assigned)

• Provide prompt, courteous, and professional customer service to meet and exceed customer expectations.
• Address customer inquiries, resolve problems, and provide assistance on a wide range of banking services including, account inquiries, transactions, and product information.
• Process financial transactions accurately and efficiently including, but not limited to, deposits, withdrawals, transfers, and loan payments.
• Open and close various types of accounts such as checking, savings, certificates of deposit, IRAs, and consumer loans, ensuring compliance with regulatory requirements and bank policies.
• Develop a thorough understanding of the bank’s products, services, and procedures.
• Stay updated on industry trends, regulatory changes, and market conditions affecting banking services.
• Maintain accurate records of customer transactions and account activities.
• Ensure compliance with regulatory requirements, bank policies, and procedures in all aspects of job responsibilities.
• Provide on-the-job training and guidance to new staff members, ensuring they are equipped to perform their duties effectively.
• Continuously seek opportunities for professional development and skill enhancement.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• High School Diploma or GED required
• Related experience and/or training or equivalent combination of education and experience.
  • Able to perform all responsibilities and tasks of a Teller, FSR, & Call Center Specialist.
  • Expected to work more independently as well as train and guide less experienced employees.

REQUIRED SKILLS

• Reading and interpreting various documents and policies, writing reports, and communicating effectively and appropriately with colleagues and customers.
• Strong fundamental mathematical skills, attention to detail, and accuracy.
• Problem solving and troubleshooting practical problems.
• Ability to work independently and as part of a team.
• Ability to learn new tools and equipment at a fast pace.
• Demonstrate initiative by showing ownership and accountability of work tasks and workspaces.

ESSENTIAL FUNCTIONS

While performing the duties of this job, the employee is regularly required to stand and talk or hear. The employee frequently is required to walk; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 50 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

• Indoor climate controlled.
• The noise level is typically moderate but can become louder at times.
• Breaks are allowed throughout the day.
• Frequent close proximity to colleagues and customers.

CORPORATE VALUES AND EXPECTATIONS - FIVE TO THRIVE

• Impressive Customer Experience - creating a positive and memorable experience for the customer that makes them feel valued and appreciated. building strong relationships with customers and demonstrating a genuine commitment to their satisfaction and success.
• World Class Employee Development - helping employees acquire new skills, knowledge, and competencies to succeed in their current role and prepare for future career opportunities.
• Uncommon Ownership - taking personal responsibility for one's work, actions, and outcomes, and treating the organization's goals and resources as if they were one's own.
• Community Champions - actively and passionately advocating for the needs and interests of a community and working to build stronger and more vibrant communities.
• Healthy Habits - regularly practicing behaviors that promote physical, mental, and emotional wellbeing.

RETAIL CULTURE/PROFESSIONALISM

• PCB is a cohesive team of approachable and helpful employee-owners depending on teamwork to support each other and our community.
• Professionalism is to provide clear communication in how we respond, mentor, and lead by example. Having respect for our fellow employee-owners and our customers while focusing on the job at hand.