The Universal Banker I provides customer service in banking centers, assisting clients with products, accounts, and transactions while promoting needs-based sales and referrals.
Responsibilities include opening, modifying, and closing accounts, processing deposits, withdrawals, wire transfers, and loan applications, managing safe deposit areas, balancing cash drawers, and ensuring compliance with policies.
They support customer onboarding, handle inquiries, resolve complaints, and train clients on bank services. Additionally, they supervise operations, maintain security, and perform administrative tasks.
Qualifications include a high school diploma or GED, with at least two years of banking or related experience, sales background, and Notary Certification within three months. Skills required include communication, math, problem-solving, and proficiency with office equipment and basic PC applications.
Physical demands involve regular talking, walking, and occasional lifting up to 50 pounds. The role may require working flexible hours and occasional travel for training.