Universal Banker

Citizens National Bank; Flowood (MS); Sur place; USD 28 000 - 38 000; Plein temps

Résumé du poste

Citizens National Bank is seeking a Universal Banker to join the branch team. The role focuses on exceptional customer service, sales, and relationship building while handling cash and daily teller duties.

Responsibilities include deposits, account openings, and follow-up opportunities using CRM. The position emphasizes accuracy, professionalism, and teamwork within a retail branch environment.

Qualifications

• High school graduate or GED.
• High energy with strong interpersonal verbal and written communications.
• Working knowledge of computer software.
• Work in a team environment while following good judgement, tactfulness and time constraints while maintaining a professional manner.

Responsabilités

• Process deposits, withdrawals, transfers, loan payments, official checks, money orders, and credit card advances accurately.
• Safeguard assets by operating a cash drawer per policies and procedures.
• Assist with duties like vault/ATM maintenance and daily reporting.
• Document financial information in CRM to build and follow up with clients and referrals.
• Assist consumer and commercial customers with account needs and related matters.

Connaissances

Interpersonal skills

Teamwork

Computer literacy

Time management

Formation

High school diploma or GED

Post high school education or 2 years related experience

Outils

CRM software

Description du poste

Job Description

Universal Banker

Classification

Non-Exempt

Reports to

Bank Manager or Assistant Bank Manager

Summary/Objective

The Universal Banker (UB) must have exceptional customer service, sales and relationship building skills while following the bank's sales process. The UB is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will primarily function as a teller.

Essential Functions

1. Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
2. Safeguards the bank's assets by efficiently operating a cash drawer while following the bank's policies and procedures and adhering to the Bank Operations Manual.
3. Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
4. Utilizes the bank's Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client's relationship and follow-up for future referral opportunities while following the bank's vision, core competencies, moments of truth and sales process.
5. Assists consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank's policies and procedures.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators and scanners.

Physical Demands

1. Prolonged periods working at a desk.
2. Must be able to transport up to 30 pounds at a time.
3. May need to stand for long periods of time.
4. Occasional bending, stooping, and stretching.
5. Must be able to assist customers throughout branch.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours vary according to the branch location.

Travel

Infrequent travel is expected for training for this position, including overnight stays.

Required Education, Experience, and Skills

1. High school graduate or GED.
2. High energy with strong interpersonal verbal and written communications skills.
3. Working knowledge of computer software.
4. Work in a team environment while following good judgement, tactfulness and time constraints while maintaining a professional manner.

Preferred Education and Experience

1. Post High School Education or 2 years of related experience.
2. Banking experience.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.