Universal Banker I, II, III, Or IV, Clifton

ANB Bank; Colorado; On-site; USD 60,000 - 80,000; Full time

Job summary

Join a dynamic team at a forward-thinking bank as a Universal Banker. This role involves delivering exceptional customer service, handling various financial transactions, and proactively seeking new customers. With opportunities to develop your skills in a supportive environment, you will play a crucial part in enhancing customer banking experiences. Enjoy a comprehensive benefits package, including paid time off, health insurance, and a 401(k) plan. If you thrive in a fast-paced setting and are passionate about helping customers, this position is perfect for you.

Benefits

Paid Time Off

Medical Insurance

401(k) Plan

Education Assistance

Employee Banking Products

Discretionary Annual Bonus

Qualifications

• No experience required for Universal Banker I, customer service preferred.
• Universal Banker IV requires 4 years of bank experience.

Responsibilities

• Process transactions and maintain accurate records.
• Open accounts and assist customers with banking needs.
• Cross-sell products and services to enhance customer relationships.

Skills

Customer Service

Cash Handling

Sales Techniques

Microsoft Office

Education

High School Diploma

Banking Experience

Tools

Banking Software

Microsoft Office

Job description

General Information

Job Title: Universal Banker I, II, III, or IV

Location: 569 32 Road, Clifton, CO 81520

Work Schedule: Monday - Friday, 8:00am - 5:00pm

Employee Type: Non-Exempt Full-Time

Hiring Pay Range: $17.50 - $25.25 per hour

Universal Banker I: $17.50 - $19.25 per hour

Universal Banker II: $18.00 - $20.50 per hour

Universal Banker III: $19.25 - $22.65 per hour

Universal Banker IV: $20.50 - $25.25 per hour

The hiring pay range for this position is commensurate with the level of relevant experience and education.

This position may be eligible to receive an additional $1.00 per hour if designation is approved under the Spanish Communication Assistant Program.

Health & Wellness Benefits (Subject To Eligibility Requirements)

• Minimum 4 Weeks of Paid Time Off (PTO)
• 11 Paid Holidays
• Medical, Dental, and Vision Insurance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
• Company provided Life, AD&D, and Disability Insurance with supplementation options
• 401(k) plan with discretionary company match and profit sharing
• Discretionary annual bonus and employee referral incentives
• Employee Assistance Program (EAP)
• Education Assistance Program
• Spanish Communication Assistant Program Incentive
• Employee banking products

Summary

Responsible for demonstrating excellent customer service in accordance with Sturm Financial Group's Mission, Vision, Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate.

Essential Duties And Responsibilities

• Processes paying/receiving transactions and maintains accurate records of all transactions.
• Cashes checks within assigned limits and stated guidelines.
• Responsible for daily cash settlements of cash and proof transactions.
• Balances cash drawer.
• Opens checking, savings, money market, and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts.
• Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property.
• Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence.
• Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within the organization.
• Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow-up actions as outlined in the C.A.R.E.S Client Onboarding procedure.
• Identify cross-sell and referral opportunities to broaden customer banking relationships.
• Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs.
• Provides efficient and courteous customer service, researching problems and implementing appropriate resolution.
• Collaborates with team members to achieve branch goals and objectives.
• Delivers the quality of service as defined by department and company standards.
• Maintains confidentiality as defined by department and company standards.
• Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position.
• Adheres to all bank policies, procedures, and regulatory requirements.
• Participates in training and development activities to enhance job knowledge and skills.
• Supports the company's Mission, Vision, and Values.
• Other duties as assigned.

Education and/or Experience

Universal Banker I
No Experience Required. Previous customer service or cash handling experience preferred. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Basic computer skills and proficiency in Microsoft Office applications. Basic knowledge of banking products, services, and regulations preferred.

Universal Banker IV
Minimum 4 years prior bank experience performing teller or personal banker duties for external candidates. Minimum 2 years prior bank experience performing teller or personal banker duties for internal candidates. Proficient computer skills and proficiency in Microsoft Office applications. Subject matter expert on banking products, services, and regulations.

Equal Opportunity Employer / Affirmative Action / Minorities / Female