Universal Banker II

Citizens National Bank; Flowood (MS); On-site; USD 38,000 - 48,000; Full time

Job summary

Citizens National Bank in Flowood, MS seeks an Universal Banker II to deliver exceptional customer service, drive sales, and build lasting relationships with customers. You will act as a teller as needed, handle deposits and account openings, and work within the branch team to hit branch goals.

The role emphasizes CRM usage, accurate transactions, and daily collaboration with the Bank Manager. Candidates should have high energy, strong communication, and the ability to work in a fast-paced

Qualifications

• High school graduate or GED.
• Strong customer service, sales and relationship-building skills.
• Working knowledge of computer software.
• Teamwork in a professional setting.

Responsibilities

• Process transactions including deposits, withdrawals, transfers and loan payments.
• Safeguard assets by accurate cash drawer operation.
• Use CRM to document financial information and follow up for referrals.
• Assist customers with account needs, including opening/closing accounts and related tasks.
• Participate in daily/weekly meetings and support branch manager with branch goals.

Skills

Customer service

Sales

Relationship building

Interpersonal communication

Teamwork

Education

High School Diploma or GED

Post High School Education / 2 years related experience

Tools

CRM software

Job description

Job Description

Universal Banker II

Classification

Non-Exempt

Reports to

Bank Manager or Assistant Bank Manager

Summary/Objective

The Universal Banker ll (UB ll) must have exceptional customer service, sales and relationship-building skills while following the bank's sales process. The UB ll is responsible for building and expanding relationships with current and future customers and working as part of the branch team to ensure individual and branch goals are met. Employees in this position are required to operate a cash drawer and will function as a teller as needed.

Essential Functions

1. Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
2. Safeguards the bank's assets by efficiently operating a cash drawer while following the bank's policies and procedures and adhering to the Bank Operations Manual.
3. Utilizes the bank's Customer Relationship Management (CRM) software program for documenting financial information to build and maintain the client's relationship and follow-up for future referral opportunities while following the bank's vision, core competencies, moments of truth and sales process.
4. Assists consumer and commercial customers with all account needs and other customer related matters including opening and closing accounts, forgery affidavits and stop payments orders while following the bank's policies and procedures. Performs consumer lending duties including Home Equity loans
5. Participates in daily/weekly meetings with the Bank Manager and assists the Bank Manager with other duties as needed including opening and closing procedures and sales and operational goals.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional retail branch. This role routine uses standard office equipment such as computers, phones, photocopiers, teller validators and scanners.

Physical Demands

1. Prolonged periods working at a desk.
2. Must be able to transport up to 30 pounds at a time.
3. May need to stand for long periods of time.
4. Occasional bending, stooping, and stretching.
5. Must be able to assist customers throughout branch.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours vary according to the branch location.

Travel

Infrequent travel is expected for training for this position, including overnight stays.

Required Education, Experience, and Skills

1. High school graduate or GED.
2. High energy with strong interpersonal verbal and written communication skills.
3. Working knowledge of computer software.
4. Work in a team environment while following good judgement, tactfulness and time constraints while maintaining professionalism.

Preferred Education and Experience

1. Post High School Education or 2 years of related experience.
2. Banking experience.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.