What are the responsibilities and job description for the Universal Banker position at Weitz & Luxenberg PC?
Job Type
Full-time
Description
GENERAL DESCRIPTION:
Provides quality customer service by greeting customers, ascertaining needs and making outbound sales calls. Advises customers in their selection of various accounts and financial services. Duties including opening, maintaining and closing of all account types, processing deposit and loan transactions as needed, solving customer problems, achieving personal, office sales, and service goals, cross-selling and referring business to other areas, onboarding new customers, and taking consumer loan applications. Completes thorough sales tracking. Performs teller duties.
Requirements
Eligibility factors:
Full-time
Description
GENERAL DESCRIPTION:
Provides quality customer service by greeting customers, ascertaining needs and making outbound sales calls. Advises customers in their selection of various accounts and financial services. Duties including opening, maintaining and closing of all account types, processing deposit and loan transactions as needed, solving customer problems, achieving personal, office sales, and service goals, cross-selling and referring business to other areas, onboarding new customers, and taking consumer loan applications. Completes thorough sales tracking. Performs teller duties.
Requirements
Eligibility factors:
- Candidate must be self-motivated and a good problem solver
- Must be detailed oriented and enjoy working with people by phone and occasionally in person
- Demonstrates helpful and friendly service
- Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures
- Must have the ability to work a flexible work schedule
- Attend meetings before and after business hours
- Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures.
- Minimum of 2 years banking, sales or service experience required
- Basic knowledge of related state and federal laws and regulations and other bank operational policies and procedures
- Proficient use of various software systems, including Word, Excel, Outlook and other bank-related systems
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