Universal Banker I

United Fidelity Bank, fsb; Alameda (CA); On-site; USD 27,000 - 29,000; Full time

Job summary

United Fidelity Bank, a customer-focused financial institution, is seeking a Universal Banker I to be the friendly face at the branch. You will perform teller duties, open and maintain accounts, and actively cross-sell products based on customer needs.

The role emphasizes strong customer service, accuracy, and the ability to handle cash and transactions efficiently in a fast-paced branch environment.

Qualifications

• High school diploma or GED required or equivalent.
• 1–2 years banking experience preferred.
• Previous cash handling experience required.

Responsibilities

• Provide high quality customer service and explain available banking products and services.
• Open new accounts and manage existing accounts.
• Cross-sell bank products based on customer needs.
• Perform teller duties and balance vault daily.
• Input wire transfers and verify money deposits/withdrawals.

Skills

Customer service

Communication

Analytical skills

Organizational skills

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Job Summary

The Universal Banker I is a key customer service role, the "face" of UFB. One who will provide high quality customer service in a friendly and efficient manner to existing and potential customers. This position conducts frontline banking functions such as providing teller services, promotes and educates customers on available products and services, opens new accounts, manages cash in vault and teller drawers, and assists management as needed.

Essential Job Functions include, but are not limited to:

• Comply with all policies, procedures, disclosures, regulations, and consumer privacy requirements.
• Provide a complete range of customer services, thoroughly explain available products and services, gather customer information to process new and existing accounts, and open and maintain accounts.
• Proactively cross-sell UFB products and services based on customer needs.
• Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively.
• Perform teller duties.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Investigate and correct errors.
• Input wire transfer requests.
• Verify money received or sent for deposit in the vault at designated times.
• Balance vault/branch daily, maintain predefined cash limits.
• Review and complete various branch reports.
• Provide overrides/transaction decisions to tellers for items within assigned procedural limits.
• Assist management as needed.
• Drive proactive sales conversations through internal and outbound interactions including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby engagement.
• Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions

• Strong customer service focus.
• Excellent interpersonal, written, and verbal communication skills.
• Must demonstrate strong analytical skills and the ability to use sound judgement.
• Advanced organizational and time management skills.
• Proficiency in Microsoft Office Suit of Products.

Education, Experience and Qualifications

• High school diploma or General Education Degree (GED).
• One to two years banking experience required.
• Previous cash handling experience required.
• Minimum one to two years in a customer contact/sales position or equivalent preferred.

Physical Requirements of Essential Job Functions

The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Weekend and evening work will be required.

Working Conditions

Typical office environment. Extended viewing of computer screens. Regular travel between branches is required. 32-40 hours per week; Saturday rotation may be required.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Minimum Compensation

$19.29 an hour

Maximum Compensation: $21 an hour

United Fidelity Bank, situated in Indiana's third-largest city (Evansville, IN), is a future-focused financial institution. With 23 locations nationwide and approximately $6 billion in assets, we're working hard to transform our business through innovation and technology to provide products and services that help people secure their financial future. We build talented and diverse teams to drive business results. We recognize that our associates are our strength and the talents they bring to the UFB workforce are directly linked to our success. Collective ambition, innovative thinking, and a commitment to our value of doing what's right sets us apart from the rest. United Fidelity Bank was built on a solid foundation of trust. We are advocates for our associates, customers, and the communities we serve.