Universal Banker

Citizens National Bank; Meridian (MS); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Universal Banker to join their dynamic team in a full-time capacity. This role emphasizes exceptional customer service and sales skills, focusing on building lasting relationships with clients. As a Universal Banker, you will handle various banking transactions, operate a cash drawer, and utilize CRM software to enhance customer interactions. Ideal candidates will possess a high school diploma and demonstrate strong interpersonal communication skills. Join a professional retail branch where you can make a meaningful impact while working collaboratively with your team.

Qualifications

• Exceptional customer service and sales skills required.
• High school diploma or GED is mandatory.

Responsibilities

• Process transactions accurately and efficiently.
• Build and maintain customer relationships through effective communication.

Skills

Customer Service

Sales Skills

Relationship Building

Interpersonal Communication

Teamwork

Education

High School Graduate or GED

Post High School Education

Tools

Customer Relationship Management (CRM) Software

Standard Office Equipment

Job description

Career Opportunities with Citizens National Bank

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

• Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
• 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.
• Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
• 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.
• 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.

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

• Prolonged periods of working at a desk.
• Must be able to transport up to 30 pounds at a time.
• May need to stand for long periods of time.
• Occasional bending, stooping, and stretching.
• Must be able to assist customers throughout the 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

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

Preferred Education and Experience

• Post High School Education or 2 years of related experience.
• 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.