Universal Banker: Customer‑Focused Frontline Banking Pro

First Federal Lakewood; North Ridgeville (OH); Vor Ort; USD 36.000 - 52.000; Vollzeit

Zusammenfassung

First Federal Lakewood is seeking Universal Bankers to provide exceptional front-line customer service and sales within the branch. This role progresses through Level 1–3 with increasing responsibilities across account openings, cash handling, and cross-selling across investments, mortgages, and business banking.

Team members will engage in daily transactions, adhere to regulations, and participate in training to stay current with Digital Banking and branch procedures.

Qualifikationen

• 0-2 Years of banking experience is required.
• Experience handling cash is required.
• High School Diploma or equivalent is required.
• Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
• Driver's license is required (for float positions).
• Notary Public is preferred (for Level 2/3).

Aufgaben

• Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; follows policies to ensure compliance for branch audits and escalates complex issues.
• Opens and closes basic accounts and services; cross-sells products and services; makes referrals for investments, mortgages and business banking.
• Supports Level 2/3 with advanced account openings, sales and service; participates in team meetings and training; keeps up to date with systems and procedures.
• Performs branch opening/closing duties; assists with back-office duties including reporting, balancing ATMs and deposits; follows safety protocols.
• May float to other bank branches as needed.
• Keeps up to date with banking laws and regulations including BSA/Patriot Act and related anti-money laundering statutes.

Kenntnisse

Cash handling

Customer service

MS Office

CRM

Driver's license

Ausbildung

High School Diploma

Tools

Cleartouch

Nautilus

CRM systems

Digital Banking system

Jobbeschreibung

First Federal Lakewood is seeking Universal Bankers to provide exceptional front-line customer service and sales within the branch. This role progresses through Level 1–3 with increasing responsibilities across account openings, cash handling, and cross-selling across investments, mortgages, and business banking.

Team members will engage in daily transactions, adhere to regulations, and participate in training to stay current with Digital Banking and branch procedures.