Universal Banker

Farmers National Bank of Canfield; Wooster (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player seeks a dedicated Banking Associate to deliver exceptional customer service and drive sales in a dynamic environment. In this role, you will engage with clients, understand their needs, and recommend suitable banking products while coaching a team of tellers to achieve sales goals. Your expertise in banking operations and customer relations will be vital in maintaining high standards of service and efficiency. Join a forward-thinking company where your contributions will help shape the customer experience and foster a culture of excellence.

Qualifications

• 2+ years of retail banking experience in customer service or sales.
• Experience in supervising and coaching team members.

Responsibilities

• Provide superior customer service and process transactions efficiently.
• Coach tellers on sales techniques and ensure excellent service.

Skills

Customer Service

Sales Techniques

Team Leadership

Time Management

Communication Skills

Education

High School diploma or GED

College degree

Job description

Responsible for providing superior customer service to clients by processing transactions, recognizing client needs, and recommending appropriate products and services. Open, maintain, and close all types of transactions and deposit accounts efficiently. Direct the daily work of all tellers within the office to ensure orderly operations and generate referrals, coaching tellers on sales and referral techniques.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to:

1. Maintain strong knowledge of all bank products and services, including features and benefits. Present options that best fit client needs.
2. Participate in bank's referral and sales programs, campaigns, and training to meet sales goals.
3. Coordinate daily with Branch Manager regarding sales and service operations.
4. Coach tellers to meet sales referral goals and provide excellent customer service.
5. Prepare documents to open and maintain accounts based on client needs.
6. Assist clients with loan inquiries and processes, preparing them for the application process and exploring further opportunities.
7. Handle IRA Certificates, renewals, and related transactions.
8. Manage Certificates of Deposit, including opening, redeeming, and interest calculations.
9. Assist with Safe Deposit Box rentals, ensuring all records and confidential information are secured daily.
10. Balance vault cash, ATM, and branch totals, including monthly audits, managing vault transactions under dual control.
11. Show empathy and compassion when assisting customers with requests, complaints, and follow-up to ensure satisfaction.
12. Ensure daily teller balancing, assist in resolving differences, and report issues immediately.
13. Maintain awareness of lobby activity to service customers efficiently.
14. Stay informed about competing banks' products and promotions to make effective recommendations.
15. Ensure policies on dual control are followed by all staff.
16. Authority to open and close the branch following security procedures.
17. Authorized to sign checks and CDs up to $50,000 and perform teller system overrides.
18. Make outbound sales calls to current and prospective clients.
19. Run a teller window as needed and be flexible with work schedules to meet staffing needs.
20. Perform other duties as assigned.

EDUCATION and/or EXPERIENCE:

• High School diploma or GED; college degree preferred.
• At least two years of retail banking experience as a teller or in a customer contact/sales role.
• At least one year of experience opening accounts, sales, and operations preferred.
• Previous supervisory and sales experience highly preferred.

OTHER SKILLS and ABILITIES:

• Ability to lead and motivate a team, actively participate in referral programs.
• Excellent judgment, decision-making, time management, and organizational skills.
• Professional image, confidentiality, and strong communication skills.
• Knowledge of branch, vault, and ATM operations.
• Sound judgment in resolving client and employee issues.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran.