Float Universal Banker

Farmers National Bank of Canfield; Kidron (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Universal Banker to provide exceptional customer service and manage teller operations across multiple locations. The role involves processing transactions, opening accounts, and coaching staff to meet sales goals. Candidates should have retail banking experience and strong leadership skills.

Qualifications

• Minimum two years retail banking experience as a teller or customer contact/sales role.
• At least one year opening accounts, sales, and operations preferred.

Responsibilities

• Provide superior customer service by processing transactions and recognizing client needs.
• Direct daily work of tellers and ensure orderly operations.
• Make outbound sales calls to clients.

Skills

Leadership

Communication

Decision-Making

Time Management

Organizational Skills

Education

High School diploma or GED

College degree

Job description

SUMMARY: This position will fulfill the duties of a Universal Banker as described below by traveling as needed between multiple offices. This travel may include multiple locations within a single work day.

Responsible for providing superior customer service to clients by processing transactions, recognizing client needs, and recommending appropriate products and services. Open, maintain, and close all types of transactions and deposit accounts efficiently. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals and coach tellers on sales and referral techniques.

ESSENTIAL DUTIES and RESPONSIBILITIES

1. Strong knowledge of all bank products and services, including features and benefits. Present options that best fit client needs.
2. Participate in the bank's referral and sales programs, campaigns, and training to meet sales goals.
3. Coordinate with the Branch Manager on sales and service operations.
4. Coach tellers to meet sales referral goals and provide excellent customer service.
5. Prepare documents to open and maintain accounts based on client needs.
6. Assist clients with loan questions and processes, and prepare for loan applications.
7. Manage IRA Certificates, renewals, and related transactions.
8. Handle Certificates of Deposit transactions.
9. Assist with Safe Deposit Box rentals, ensuring security and proper record-keeping.
10. Balance vault cash, ATM, and branch totals; conduct monthly teller cash audits.
11. Show empathy and resolve customer requests and complaints satisfactorily.
12. Ensure daily teller balancing and report discrepancies.
13. Monitor lobby activity to service customers efficiently.
14. Stay informed about competing bank products and promotions.
15. Follow dual control policies and security procedures.
16. Authority to open and close the branch and sign checks up to $50,000.
17. Make outbound sales calls to clients.
18. Run a teller window as needed.
19. Maintain flexibility in work schedules.
20. Perform other duties as assigned.

EDUCATION and/or EXPERIENCE

• High School diploma or GED; college degree preferred.
• Minimum two years retail banking experience as a teller or customer contact/sales role.
• At least one year opening accounts, sales, and operations preferred.
• Supervisory and sales experience highly preferred.

OTHER SKILLS and ABILITIES

• Leadership and motivation skills.
• Excellent judgment, decision-making, time management, and organizational skills.
• Professional image and confidentiality.
• Strong communication skills for staff education.
• Knowledge of branch, vault, and ATM operations.
• Sound judgment in resolving issues.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran