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Full-time Universal Banker-North Loop

at Jobisite in Illinois

Position: Full-Time Universal Banker II
Reports to: VP, Market Manager
Hours: Monday through Friday, 8:00 am – 5:00 pm (In office)
Must be available on Saturdays -9:00 am -1:00 pm
Summary:

Responsible for providing superior service to our customers, handling their Teller and Personal Banking transactions in an accurate timely manner. Services customersÂ’ financial needs in order to maintain and develop profitable customer relationships with the Branch/Bank. Provides assistance to the Teller department by maintaining a cash drawer and servicing customers as needed.

Essential Duties and Responsibilities include the following.
• Sells or participates in the selling of bank products and services following established guidelines and procedures. Promotes additional business from existing customers.
• Identifies customer needs, explains product features in terms of benefit to the customer and recommends the product or service which best meets the customer’s needs.
• Provides basic information and answers customers’ inquiries concerning bank products and services.
• Exhibits strong working knowledge of all retail bank products and of general banking terms in order to provide the customer with a clear and accurate explanation of account parameters as outlined in our Consumer Disclosure.
• Attendance is a requirement of the position.
• Provides courteous and efficient service.
• Processes checking and savings transactions, cashes checks within the specified limits and policies, accepts loan payments; sells Personal Money Orders, and Cashier’s Checks, processes mail deposits, night depository deposits, ATM deposits and armored courier deposits as required.
• Accepts and verifies loose and rolled coin from customers. Is accountable to properly bag loose coin in appropriate dollar amounts for shipment to Main Cash Vault, collects appropriate coin counting fee from customers.
• Processes transactions as a Drive-Up/Walk-Up Teller.
• Maintains supplies and balances the ATM.
• Counts, proves and packages currency according to established and accepted cash handling procedures (measurement through adjustments received from the Federal Reserve Bank and through observation from the Main Cash Vault.)
• Balances cash drawer and accurately prepares Teller blotter.
• Maintains cash drawer security at all times.
• Maintains up-to-date knowledge of products offered as well as basic features and benefits.
• Researches and resolves routine account problems or errors. Investigates files, documents, or reports on transaction to determine the problem and cause of action.
• Authorizes overdrafts, approves checks for cashing and processes transactions within established limits. Performs file maintenance for commercial and retail customers in accordance with branch operations procedures.
• Takes request for check orders and debit cards and re-orders.
• Accepts and performs wire transfers in accordance with bank operations policy and authority limits.
• Understands branch’s retail goals, his/her individual goals and achievement.
• Develops ideas to promote new business and increase customer base.
• Follows bank and regulatory policies and procedures.
• Performs other duties as assigned or required.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Ability to recognize the customer’s needs and suggest the best product/service
• Attention to detail and accuracy in all transactions
• Good oral communications
• Ability to adapt and embrace policy and procedure changes
• Self-motivated individual with customer service sales skills
• Computer skills required
• Strong math skills required
• Ability to keep his/her workstation neat, organized and fully stocked on a daily basis
• Able to coach/mentor all Teller’s on effective referral skills through product definition (benefits and features).

Education and/or Experience:

High school diploma or general education degree (GED); and two years related experience, including the handling of cash.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds.

Equal Opportunity Employer Disability/Veteran

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.


Reference : Universal Banker-North Loop jobs


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Published at 08-11-2023
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