Universal Banker (28454)

Citizens Bank; Shelbyville (TN); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Universal Banker to enhance customer experiences by providing administrative support to loan officers and promoting financial products. This role is vital in ensuring smooth operations within the bank, from assisting with loan documentation to engaging with customers and third parties. The ideal candidate will possess strong organizational and communication skills, along with a good understanding of financial services. Join a team that values equal opportunity and fosters a supportive workplace, where your contributions can make a significant impact.

Qualifications

• High school diploma or equivalent is required.
• Six months to one year experience in a financial institution preferred.

Responsibilities

• Provides administrative assistance to loan officers and prepares documentation for loans.
• Promotes and cross-sells financial products and services.

Skills

Organizational Skills

Communication Skills

Customer Service

Financial Knowledge

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Details

Job Location: Shelbyville - 44 - Shelbyville, TN

Position Type: Full Time

Salary Range: Undisclosed

Description

JOB SUMMARY AND OBJECTIVE

The Universal Banker provides administrative assistance to the loan officer. Promotes and cross-sales financial institution products and services.

ESSENTIAL FUNCTIONS

• Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
• Provides administrative assistance to loan officer, including preparing and assembling documentation for various types of loans, as well as assisting the loan officer in clearing loan documentation exceptions.
• Schedules appointments with customers, attorneys, realtors, and other third parties.
• Prepares documentation and closes small loans under the guidance and approval of the loan officer.
• Orders credit reports, background checks, reference checks, and other information as needed on loan applicants.
• Ensures accuracy in every aspect of the loan files handled.
• Answers telephone inquiries and written inquiries concerning bank products and services.
• May assist with Teller/CSR duties, as needed.
• Promotes and cross-sells financial institution products and services as appropriate to customer requirements.
• Performs other duties as assigned by supervisor.

Qualifications

MINIMUM REQUIREMENTS

• High school diploma or equivalent.
• Six months to one year experience in a financial institution preferred, but not required.
• Above average ability to organize and prioritize tasks.
• Good oral and written communication skills in order to effectively communicate with customers and third parties about the bank’s products and policies.
• Good understanding of financial institution products and services.
• Ability to read and comprehend training materials, bank communications and related loan manuals.
• Ability to learn and follow bank policies regarding the lending process.
• Proficient with Microsoft Word, Excel, Outlook and other common PC-based software.

Citizens Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please contact the bank’s Human Resources Director should you have questions about this policy or these job duties.