Universal Banker

QNBT; Pooler (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

QNBT in Pooler, Georgia is looking for a dedicated banking professional to provide exceptional customer service while processing transactions and educating clients about our services. The ideal candidate should prefer a Bachelor’s degree and possess experience in a retail banking environment.

This role involves managing client conversations to assess financial needs and recommend appropriate banking products. The successful applicant will have strong interpersonal skills and familiarity with banking regulations.

Qualifications

• Bachelor’s degree preferred along with previous retail banking experience.
• General familiarity with information systems architecture.
• Familiarity with Graham-Leach-Bliley Act and banking regulations.

Responsibilities

• Conducts client conversations to identify financial needs.
• Processes transactions including receiving and paying out money.
• Completes sales documentation for performance tracking.

Skills

Interpersonal

Microsoft Office Suite

Education

Bachelor's Degree preferred

Tools

Office

Office365

Active Directory

Banking applications

Job description

Provides services to customers in a prompt, professional, and courteous manner while maintaining the confidentiality of the bank’s records and customer transactions. Educates customers about our sales and service delivery options and refers the appropriate products and services matching the clients’ needs based upon the client conversation. Also responsible for processing regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly, and accurate manner.

Key Responsibilities

• Performs sales, service, and financial activities with all clients
• Conducts and completes client conversation with each client to identify financial needs and potential financial solutions
• Performs intermediate duties and provides support related to branch’s operational activities and financial services
• Offers information on bank products and services that can benefit the customer and enhance the banking relationship through the client conversation
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Receives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable items
• Performs special tasks such as preparing official checks, processing cash advance, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy
• Provides safe deposit box and accounting support, if applicable
• Perform duties related to Teller and Customer Service Representative
• Other duties as assigned

Key Qualifications

• Education:
  • Bachelor’s Degree preferred
  • Previous Experience with a retail bank preferred
  • Computer Literate
• Experience:
  • General familiarity with information systems architecture. Exposure to Office, Office365, Active Directory, and banking applications.
  • Familiarity with the Graham‑Leach‑Bliley Act and banking regulations.
  • Familiarity with Cybersecurity practices and fraud procedures to safeguard customer information and bank assets.
  • Solid business and communication skills with the ability to prioritize workload and to communicate clearly and concisely.

Skills

• Interpersonal - Expert
• Microsoft Office Suite - Expert

Education

Some college or better in Accounting or related field.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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