Lead Universal Banker – Customer Service & Sales

First Mutual Holding Company; Centerburg (OH); On-site; USD 32,000 - 46,000; Full time

Job summary

First Mutual Holding Company seeks a Universal Banker to be the core client-facing role in retail branches, with three levels offering progression. The incumbent delivers outstanding front-line customer service and executes sales within the branch.

The Universal Banker 2 may direct others, approve transactions, and lead duty assignments, including check verifications and facilitating team meetings, while maintaining compliance with banking regulations.

Qualifications

• 1-3 Years of banking experience is required, including cash handling and customer service.
• 1-2 years of experience as a supervisor, mentor or team leader preferred.
• Strong understanding of banking laws and regulations required.
• Notary Public preferred.
• High School Diploma or equivalent required.
• Proficiency in MS Office (Outlook, Excel, Word) or similar; Cleartouch, Nautilus and investor software preferred; CRM preferred.
• Driver's license required for float positions.

Responsibilities

• Provides excellent customer service by processing transactions and handling account maintenance; answers inquiries in person and by phone; follows up with customers as needed.
• Monitors activities; approves transactions; assists staff; leads team meetings and training.
• Maintains vault by ordering cash, distributing cash, and reconciling; ensures cash availability for transactions.
• Opens and closes accounts; cross-sells products and makes referrals for investments, mortgages and business banking.
• Handles check verification and wire transfers; maintains wire transfer certification.
• Meets individual, team and branch metrics and sales goals; leads staff training and stays current with systems.
• Performs branch opening/closing duties; prepares and monitors reports accurately.
• May float to other bank branches as needed.
• Keeps compliant with bank policies, BSA, USA Patriot Act, anti-money laundering statutes and related regulations.
• Other duties as assigned.

Skills

Active Listening

Communication

Coaching

Customer Service

Team Leadership

Education

High School Diploma or equivalent

Tools

MS Office

Cleartouch

Nautilus

CRM

Job description

First Mutual Holding Company seeks a Universal Banker to be the core client-facing role in retail branches, with three levels offering progression. The incumbent delivers outstanding front-line customer service and executes sales within the branch.

The Universal Banker 2 may direct others, approve transactions, and lead duty assignments, including check verifications and facilitating team meetings, while maintaining compliance with banking regulations.