Float Universal Banker

Farmers National Bank of Canfield; Warren (OH); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Universal Banker to enhance customer experiences across multiple locations. This dynamic role involves providing exceptional service by processing transactions, understanding client needs, and recommending tailored banking products. As a key player, you will lead and motivate a team of tellers, ensuring they meet sales goals while maintaining high standards of customer service. Your expertise will help in managing various banking operations, from opening accounts to handling IRA contracts. If you have a passion for finance and customer relations, this opportunity is perfect for you.

Qualifications

• 2+ years of retail banking experience in customer contact or sales roles.
• Strong knowledge of banking products and services.

Responsibilities

• Provide superior customer service by processing transactions and recognizing client needs.
• Coach tellers on sales techniques and ensure orderly operations.

Skills

Customer Service

Sales Techniques

Team Leadership

Time Management

Communication Skills

Education

High School Diploma or GED

College Degree

Job description

Summary

This position will fulfill the duties of a Universal Banker, traveling as needed between multiple offices, which may include multiple locations within a single workday.

Responsible for providing superior customer service by processing transactions, recognizing client needs, and recommending appropriate products and services. Open, maintain, and close various transactions and deposit accounts efficiently. Direct daily work of tellers, ensure orderly operations, generate referrals, and coach tellers on sales and referral techniques.

Essential Duties and Responsibilities

• Have strong knowledge of all bank products and services, including features and benefits, and present options tailored to client needs.
• Participate in referral and sales programs, campaigns, and training to meet sales goals regularly.
• Coordinate with the Branch Manager regarding sales and service operations.
• Coach tellers to meet sales referral goals and deliver excellent customer service.
• Prepare documents for opening and maintaining accounts based on client needs.
• Assist with loan questions and processes, preparing clients for the application process and exploring further opportunities.
• Manage IRA contracts, renewals, and transactions, and handle Certificates of Deposit.
• Assist with Safe Deposit Box rentals, ensuring proper security of records and negotiable instruments.
• Balance vault cash, ATM, and branch totals, conduct monthly audits, and manage vault transactions under dual control policies.
• Show empathy and resolve customer requests, complaints, and follow-ups satisfactorily.
• Ensure daily teller balances, assist in resolving discrepancies, and report issues immediately.
• Maintain awareness of lobby activity to optimize customer service efficiency.
• Stay informed about competing banks' products and promotions to make effective recommendations.
• Follow dual control policies and security procedures for branch operations.
• Authority to open/close branch and sign checks/overrides within limits.
• Make outbound sales calls to clients and run teller window as needed.
• Adapt work schedules to branch staffing requirements.
• Perform other duties as assigned.

Education and Experience

• High School diploma or GED; college degree preferred.
• At least 2 years of retail banking experience as a teller or in customer contact/sales roles.
• Preferably 1 year of experience opening accounts, sales, and operations.
• Previous supervisory and sales experience highly preferred.

Other Skills and Abilities

• Ability to lead and motivate a team, actively participate in referral programs.
• Excellent judgment, decision-making, time management, and organizational skills.
• Present a professional image, maintain confidentiality.
• Strong communication skills to educate staff on policies and procedures.
• Knowledge of branch, vault, and ATM operations.
• Exercise sound judgment in resolving client and employee issues.

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