Senior Universal Banker & Team Leader

First Mutual Holding Company; Cincinnati (OH); On-site; USD 36,000 - 54,000; Full time

Job summary

First Mutual Holding Company in Cincinnati seeks an Universal Banker to serve as frontline customer service and sales representative. There are 3 levels under the Universal Banker job family with progressive responsibilities.

The Universal Banker 2 will direct other Universal Bankers, approve transactions, and manage duties such as check verification and wire transfers, while also facilitating team meetings.

Qualifications

• 1-3 years of banking experience required, including cash handling and customer service.
• 1-2 years of supervisory/team leadership experience preferred.
• Strong understanding of banking laws and regulations required.
• Notary Public is preferred.
• High School Diploma or equivalent required.
• Proficiency in MS Office (Outlook, Excel, Word) required; Cleartouch, Nautilus, and related software portals preferred.
• Driver's license required for float positions.

Responsibilities

• Provide excellent customer service by processing transactions and handling account maintenance.
• Answer customer inquiries in person and via phone; support Customer Relationship Center.
• Monitor activities, approve transactions, and guide assigned staff; operate teller window as needed.
• Maintain vault, cash ordering, distribution, and reconciliation.
• Open and close accounts; cross-sell products and refer to investments, mortgages, and business banking.
• Handle check verification and wire transfers; maintain wire transfer certification.
• Meet individual, team, and branch performance metrics; lead and participate in team meetings; stay updated on systems and procedures.
• Perform branch opening/closing duties and prepare/monitor reports.
• May float to other branches as required.
• Comply with bank policies and regulations including Bank Secrecy Act, USA Patriot Act and AML statutes.
• Other duties as assigned.

Skills

Banking experience

Cash handling

Supervisor/leadership

MS Office

Notary Public (preferred)

Driver's license

CRM (preferred)

Education

High School Diploma or equivalent

Tools

Cleartouch

Nautilus

Government/investor portals

CRM (software)

Job description

First Mutual Holding Company in Cincinnati seeks an Universal Banker to serve as frontline customer service and sales representative. There are 3 levels under the Universal Banker job family with progressive responsibilities.

The Universal Banker 2 will direct other Universal Bankers, approve transactions, and manage duties such as check verification and wire transfers, while also facilitating team meetings.