Universal Banker, Floater
Indexed description
Summary:The Universal Banker (UB) is responsible for prompt, courteous and efficient service while conducting teller and account-related transactions. As a Floater, the UB will be required to travel between assigned branches in order to provide customers with high quality, prompt, and professional customer service. This role requires the incumbent to operate in the dual capacity of Customer Service Representative (CSR) and Teller. The Universal Banker opens new accounts, processes monetary transactions, explains to customers the products and services that Cross County Savings Bank has to offer, resolves customer issues and builds relationships with customers based on trust. In addition, they are also responsible for the sales and servicing of all Bank products and services. The UB must maintain current knowledge of products, services and current bank promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards.
Job Tasks: Assist customers as necessary in opening accounts, handling transactions, problem solving and inquiries Exercise prudent judgment in properly identifying customers for acceptance of new accounts and disbursal or transfer of funds Promote and cross sell banking product and services Assist the Branch Manager, Assistant Manager and Teller Supervisor with ATM proofs, branch proofs, locating a teller difference, check and daily work scanning and monthly audits Monitor BSA Assist with Branch Opening/Closure for the day Provide prompt, efficient and friendly services to a diverse customer base Open new accounts and recognize customer needs with suggestions appropriate to the banks products and services Ensure compliance with Know Your Customer/ AML, security, state and Federal regulations in accordance with bank policies and procedures Processing customers cash, checks, negotiable instruments, wires, bonds, mortgage payments, and any other financial transactions in an efficient and timely manner Verifying/updating customers identification and other personal documents as necessary before processing a transaction Running and scanning all daily work, checks, cash memos, and negotiable instrument figures when performing end of day procedures (This includes sending daily check figures to Chase Bank Balancing and proving all currency in your cash drawer to your required totals Adhering to policies outlined in the procedure manual and following management discretion when necessary Accompany the Branch Manager on outside business calls as well as attending community events to help increase brand awareness for the bank Float Universal Banker will frequently travel to different branches to assist branch sta
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