Customer-Focused Universal Banker I

United Fidelity Bank, fsb; Illinois; Presencial; USD 26 000 - 29 000; Tempo integral

Resumo da oferta

United Fidelity Bank, fsb seeks a Universal Banker I to be the face of the bank, delivering high-quality service to existing and potential customers. You will handle teller duties, open accounts, cross-sell products, and help manage cash and vault operations.

As the primary point of contact, you will respond to customer needs, explain products, and assist management as needed. Weekend and evening work may be required, with a commitment to accuracy and privacy.

Qualificações

• Strong customer service focus.
• Excellent interpersonal, written, and verbal communication skills.
• Must demonstrate strong analytical skills and the ability to use sound judgement.
• Advanced organizational and time management skills.
• Proficiency in Microsoft Office Suite.

Responsabilidades

• Comply with policies, procedures, disclosures, regulations, and consumer privacy requirements.
• Provide a complete range of customer services, thoroughly explain available products and services, gather customer information to process new and existing accounts, and open and maintain accounts.
• Proactively cross-sell UFB products and services based on customer needs.
• Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively.
• Perform teller duties.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Investigate and correct errors.
• Input wire transfer requests.
• Verify money received or sent for deposit in the vault at designated times.
• Balance vault/branch daily, maintain predefined cash limits.
• Review and complete various branch reports.
• Provide overrides/transaction decisions to tellers for items within assigned procedural limits.
• Assist management as needed.
• Drive proactive sales conversations through internal and outbound interactions including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby engagement.
• Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.

Conhecimentos

Customer service

Communication

Analytical skills

Time management

Microsoft Office

Formação académica

High school diploma or GED

1–2 years banking experience

Ferramentas

Microsoft Office Suite

Descrição da oferta de emprego

United Fidelity Bank, fsb seeks a Universal Banker I to be the face of the bank, delivering high-quality service to existing and potential customers. You will handle teller duties, open accounts, cross-sell products, and help manage cash and vault operations.

As the primary point of contact, you will respond to customer needs, explain products, and assist management as needed. Weekend and evening work may be required, with a commitment to accuracy and privacy.