Universal Banker

Simple Staffing Inc.

Conshohocken (Montgomery County)

On-site

USD 26,000 - 32,000

Full time

8 days ago

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Benefits offered by this job

Health insurance

Paid time off

Dental insurance

401(k)

Vision insurance

Flexible spending account

Referral program

Life insurance

Health savings account

Professional development assistance

Employee assistance program

Job summary

Firstrust Bank is seeking a Universal Banker through Simple Staffing. The role focuses on delivering exceptional customer service, handling banking transactions, and advising clients on a broad range of products. You will build relationships, cross-sell services, and support branch goals with strong integrity.

The position requires a high school diploma, 1 year of customer service experience, and familiarity with banking software. Travel locally for training may be required.

Qualifications

Minimum of one year of customer service experience, preferably in banking or retail.
High School diploma or equivalent; additional finance-related education is a plus.
Proficient in using banking software and technology with accuracy in cash handling.

Responsibilities

Greet customers and provide exceptional service while promoting banking products.
Perform deposits, withdrawals, loan payments, and inquiries with accuracy and compliance.
Educate customers on banking products and cross-sell where appropriate, including consumer credit products with an NMLS license.
Maintain confidentiality and adhere to banking regulations; collaborate with team to ensure seamless service.

Skills

Customer service

Cross-selling

Cash handling

Communication skills

Education

High School diploma

Tools

Banking software

Job description

* Simple Staffing is hiring for this position on behalf of Firstrust Bank *

Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth.

At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!

Salary: $19.00 - $23.00 per hour

JOB DUTIES AND RESPONSIBILITIES

Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.
Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions.
Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations.
Handling large sums of cash and maintaining assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals.
Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals.
Build strong relationships with customers, taking the time to understand their unique financial situations and offering personalized solutions including opening deposit products and selling consumer credit products with an NMLS License.
Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank’s growth.
Stay up-to-date with industry trends and product knowledge, attending training sessions and workshops to enhance your skills and expertise.
Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences.
Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions.
Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction. Continuously looks for ways to contribute to the overall team performance.
Proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers’ needs and expectations, while taking ownership and accountability of customer issues and complaints.
Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license with a strong understanding of basic features and benefits of all Firstrust products and services.
Reports on teller differences daily.
Will assist Universal Supervisor, verify cash shipments, conduct teller, vault and ATM audits as needed.
Will comply with all opening and closing procedures.

OTHER JOB DUTIES AND RESPONSIBILITIES

Demonstrate behaviors consistent with and holds others accountable for behaviors consistent with our Mission/Values.
Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services.Directs customers to appropriate person to establish business relationships.
Demonstrates teamwork through flexibility and maintains effective communication with others in the Branch.
Performs other responsibilities as requested by branch management.

PHYSICAL AND SENSORY REQUIREMENTS

Prolonged periods sitting at a desk and working on a computer.
Candidate must have the ability to learn and sell bank products and services. Must have the ability to function in a financial institution/branch environment and utilize standard office equipment.
The ideal candidate must be outgoing and proactive with strong listening and verbal communication skills
Some physical requirements include but are not limited to lifting heavy coin trays and standing or sitting for prolonged periods of time while working on a computer.
Willingness to travel locally to attend training or support bank staffing needs.

EDUCATION, TRAINING AND EXPERIENCE

High School diploma or equivalent. Additional education in finance or related field a plus.
Minimum of one year of customer service experience, preferably in a banking or retail environment.
Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
Detail-oriented with excellent organizational and multitasking abilities.
Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred.
Knowledge of banking regulations and compliance standards preferred.
Ability to adapt to changing priorities and work effectively in a fast-paced environment.
Excellent judgment, decision, and problem-solving skills.
Ability to maintain confidentiality, use tact and diplomacy.
Positive attitude, with a genuine passion for helping others and providing exceptional customer service.
Commitment to personal and professional growth, with a desire to learn and develop new skills.
Professional demeanor and appearance, reflecting our bank’s commitment to excellence.

WORK SCHEDULE

Must be able to work limited weekend hours, depending on branch and Bank needs.
Specific schedule to be determined by Branch Manager
Prolonged periods sitting at a desk and working on a computer.
Candidate must have the ability to learn and sell bank products and services. Must have the ability to function in a financial institution/branch environment and utilize standard office equipment.
The ideal candidate must be outgoing and proactive with strong listening and verbal communication skills
Some physical requirements include but are not limited to lifting heavy coin trays and standing or sitting for prolonged periods of time while working on a computer.
Willingness to travel locally to attend training or support bank staffing needs.