Branch Sales & Service Banker I

First Mutual Holding Company; Cleveland (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

First Mutual Holding Company is seeking a Universal Banker to serve as the core customer-facing role in our retail branches in Cleveland. The role emphasizes excellent service and sales while processing teller transactions and handling account maintenance.

There are three levels with progressive responsibility. The Universal Banker 1 supports training, cross-sells products, and ensures compliance with policies and regulations. Occasional branch float and weekend hours may be required.

Qualifications

• 0-2 years of banking experience required.
• Experience handling cash is required.
• High School Diploma or equivalent is required.
• Experience in customer service is preferred.
• Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
• Driver's license is required (for float positions)

Responsibilities

• Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
• Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
• Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
• Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
• As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.
• May float to other bank branches as needed.
• Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
• Other Duties as assigned.

Skills

Customer service

Cash handling

MS Office

CRM

Education

High School Diploma or equivalent

Tools

Cleartouch

Nautilus

Portals (government/investor)

CRM portals

MS Office suite (Outlook/Excel/Word)

Job description

First Mutual Holding Company is seeking a Universal Banker to serve as the core customer-facing role in our retail branches in Cleveland. The role emphasizes excellent service and sales while processing teller transactions and handling account maintenance.

There are three levels with progressive responsibility. The Universal Banker 1 supports training, cross-sells products, and ensures compliance with policies and regulations. Occasional branch float and weekend hours may be required.