Universal Banker

M&F Bank NC; Durham (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

Join a leading financial institution as a Universal Banker in Durham, NC, where you will handle a variety of banking needs from sales to service. This role focuses on exceptional customer service, processing transactions, and developing business through client relationships while achieving sales goals. Required qualifications include an associate degree and financial experience, with bilingual skills preferred.

Qualifications

• Minimum of 18 months financial institution experience with cash handling.
• Demonstrated experience in proactive sales and opening new accounts.
• Preferred bilingual skills in English and Spanish.

Responsibilities

• Processes customer transactions and initiates financial transactions.
• Provides high quality customer service and meets banking needs.
• Actively cross-sells and tracks products/services to meet sales goals.

Skills

Customer service

Communication

Attention to detail

Interpersonal skills

Multi-tasking

Education

Associate degree in business or related field

Job description

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Position Summary

As a Universal Banker at M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service. The Universal Banker processes and initiates various

Position Summary

As a Universal Banker at M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service. The Universal Banker processes and initiates various

financial transactions for the bank customers and assists the Branch Manager in the development of new business through referrals in efforts to increase profitability within the designated market area. Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account openings. The associate must be enthusiastic about developing and maintain relationships with customers in order to achieve banking and individual sales goals and objectives. Encourage clients to use self-service banking solutions including ATMs, on-line, and mobile banking to enhance their service experience.

General Qualifications

Knowledge: Associates degree or equivalent in business or related field is required.

Required Experience: A minimum of 18 months of financial institution experience with a strong emphasis on accurate cash handling, demonstrated proactive sales, and opening new accounts. A minimum of 6 months of demonstrated experience processing consumer loans is also required.

Skills: Must have excellent oral and written communication skills. Attention to detail. Team player with strong interpersonal skills. Must be a quick learner and have the ability to multi-task. Exceptional customer service skills. Customer focus and excellent or organizational skills.

Preferred Skills: Bilingual language skills (English and Spanish)

Essential Functions

Provides a complete range of customer services at the financial institution, including: Opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.

Actively cross-sells and properly tracks products and services referred or sold to customer to meet individual and branch sales goals. This includes interviewing potential and existing customers to determine appropriate products and services which will meet their financial goals.

Meet established monthly sales goals, customer contact strategy calls, and other business development needed.

Process customer transactions; verify coin and currency within deposit, ensure endorsements on negotiable items, and issues receipts.

Adhere to work schedule and work location as directed by management.

Maintains knowledge of all internal security policies and procedures.

Adheres to compliance issues

Provide back up support to other branch staff as needed.

Additional Responsibilities

Adheres specifically to all corporate policies and procedures.

Employee must adhere to Bank Secrecy Act/Anti-Money Laundering/OFAC and Customer Identification Policy and procedures at all times.

Maintains knowledge of the Bank’s services to take advantage of opportunities for selling and cross-selling of products and services.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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