Universal Banker III

River Valley Community Bank; Roseville (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

River Valley Community Bank is seeking a Universal Banker III to enhance client relationships and deliver exceptional banking solutions. This role requires strong customer service skills and cash handling experience, contributing to a collaborative team environment focused on client satisfaction and community involvement.

Qualifications

• Three years of customer service experience or equivalent.
• Three or more years of cash handling experience.
• Strong interpersonal skills and ability to analyze problems.

Responsibilities

• Build and deepen relationships with clients.
• Provide banking solutions based on client needs.
• Accurately process transactions and maintain records.

Skills

Customer Service

Cash Handling

Relationship Management

Communication

Problem Solving

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Outlook

Excel

Job description

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Position Title: Universal Banker

Title of Supervisor: AVP, Branch Operations Manager

Grade: 8 -12

River Valley Community Bank is a premier community bank, committed to meeting the needs of our clients with relationship-oriented products and services while creating an environment for our employees to develop and prosper producing enhanced shareholder value. At our bank you will be part of a welcoming and collaborative team, all of whom take great satisfaction in the confident and efficient delivery of banking solutions that drive an exceptional client experience. We take great pride in the trust we have earned and relationships we have established with our customers. We are also proud of and support our employee involvement in community activities and volunteerism in the markets we serve.

Position Title: Universal Banker

Title of Supervisor: AVP, Branch Operations Manager

Grade: 8 -12

River Valley Community Bank is a premier community bank, committed to meeting the needs of our clients with relationship-oriented products and services while creating an environment for our employees to develop and prosper producing enhanced shareholder value. At our bank you will be part of a welcoming and collaborative team, all of whom take great satisfaction in the confident and efficient delivery of banking solutions that drive an exceptional client experience. We take great pride in the trust we have earned and relationships we have established with our customers. We are also proud of and support our employee involvement in community activities and volunteerism in the markets we serve.

Summary Of The Position

Universal Banker’s builds and deepens relationships with new and existing clients. Strong client relationships are the result of an enriched client experience, based on trust, and a willingness to find the best possible financial solutions. Bankers provide this service by assessing and attending to clients’ banking needs, obtaining, and processing client and account information, demonstrating, and educating clients on available deposit products and services, and recommending solutions based on each client’s unique goals and needs. They build and foster relationships with clients by curiously listening and asking questions about financial needs. They leverage available resources and technologies to optimize the client experience, serving the clients with operational excellence and accuracy. Bankers are expected to follow fraud prevention and security procedures; adhere to Bank’s policies and procedures; and assist other co-workers as needed.

Duties And Responsibilities

• Business Development and client outreach.
• Understand new and existing client financial needs and explain how to get the greatest possible value from the bank’s products and services.
• Knowledgeable about the bank’s products and services.
• Analyze current customer relationships and proactively contact customers with recommendations to help them achieve financial success.
• Open deposit and saving products while seeking to find multiple solutions to create the best client experience.
• Issue Official checks, Visa gift cards, Visa Travel Money cards, and other drafts.
• Accurately process deposits, checks, payments, and other transactions.
• Customer service functions involve the receipt and payment of money.
• Ensure accurate and timely processing of transactions for bank clients.
• Balance daily work in accordance with established policies and procedures.
• Support clients with account needs and maintenance.
• Ask existing clients for referrals.
• Active community service to include participating in community organizations and events.
• Lead by example and help motivate the team in current bank promotions and goals by sharing successes.
• Keep records and track business calls and sales results.
• Help resolve service issues at the branch level or leverage bank resources to guarantee customer satisfaction and retention.
• Protect Bank’s assets by following security policies and adherence to overall bank policies, including CIP and BSA.
• Understand and follow all security procedures to prevent losses.
• Complete required annual Regulatory Compliance training.
• Handle coins and currency up to 50lbs.
  
  

Universal Banker I

• Entry level position.
• Prefer one-year cash handling.
• Spend 100% of time at the teller line handling transactions.
• Proficient in math.
• Experience working with others on a team to meet client needs.
• Willingness to make bank product and service recommendations.
• Ability to meet and interact comfortably with the public.
• Strong listening skills.
• Recognize potential loss risk.
• Basic knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
• Organizational and time management skills.
• Strong verbal and written communication skills.
• Self-motivated.
• Ability to analyze and solve problems in a timely manner.
• Ability and willingness to follow policies, procedures, and regulatory banking requirements.
  
  

Universal Banker II

• Two years cash handling.
• Spend 85% of time at the teller line handling transactions.
• Consumer deposit account type knowledge.
• Basic consumer deposit account understanding.
• Ability to perform maintenance on consumer deposit accounts.
• Proficient in math.
• Experience working with others on a team to meet client needs.
• Willingness to make bank product and service recommendations.
• Ability to meet and interact comfortably with the public.
• Strong listening skills.
• Recognize potential loss risk.
• Knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
• Strong organizational and time management skills.
• Strong verbal and written communication skills.
• Self-motivated.
• Ability to analyze and solve problems in a timely manner.
• Ability and willingness to follow policies, procedures, and regulatory banking requirements.
  
  

Universal Banker III

• Three years of customer service experience or equivalent.
• Three or more years of cash handling experience.
• Accurately process deposits, checks, payments, and other transactions.
• Spends 60% of time at the teller line handling transactions.
• Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
• Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client’s experience.
• Detail oriented with an ability to analyze and solve basic and more complex problems in a timely manner.
• Ability to open consumer and basic business bank deposit accounts.
• Excellent interpersonal skills.
• Excellent organizational and time management skills.
• Strong verbal and written communication skills
• Strong listening skills.
• Proficient knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
• Ability and willingness to follow policies, procedures, and regulatory banking requirements.
  
  

Universal Banker IV

• Five years’ banking customer service experience or equivalent.
• Proven ability to develop and maintain courteous and professional long-term relationships with clients by delivering extreme value in all relationships.
• Well-defined sales process to identify client needs.
• Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client’s experience.
• Provides operational support and oversight.
• Proficient in opening business and consumer bank deposit accounts.
• Ability to handle operational transactions, including cash handling.
• Leadership skills to inspire an atmosphere of cooperation and teamwork among peers.
• Excellent organizational and time management skills.
• Strong verbal and written communication skills
• Strong listening skills.
• Detail oriented with an ability to analyze and solve basic and complex problems in a timely manner.
• Advance knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
• Ability and willingness to follow policies, procedures, and regulatory banking requirements.
• Spends limited time on the teller line handling transactions.
  
  

Universal Banker V

• Seven years’ banking customer service experience or equivalent.
• Proven ability to develop and maintain courteous and professional long-term relationships with clients by delivering extreme value in all relationships.
• Master of a proven, well-defined sales process to identify client needs.
• Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client’s experience.
• Highly proficient in opening business and consumer bank deposit accounts.
• Ability to handle operational transactions, including cash handling.
• Advanced leadership skills to inspire an atmosphere of cooperation and teamwork among peers.
• Maintains current knowledge of competitor products, services, and current promotions.
• Assists in branch call efforts by reviewing, updating, and calling prospect lists regularly.
• Participates in community and professional relationships for the benefit of the Bank.
• Excellent organizational and time management skills.
• Strong verbal and written communication skills
• Strong listening skills.
• Detail oriented with an ability to analyze and solve problems in a timely manner.
• Advance knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
• Ability and willingness to follow policies, procedures, and regulatory banking requirements.
• Spends very limited time on the teller line handling transactions.
  
  

Education

• High School Diploma or equivalent.
  
  

Compensation

• Base salary commensurate with experience and standard employee benefits package
  
  

Work Environment

• Office environment requires sitting and/or standing for one or more continuous hours, some travel within the bank footprint for client appointments, bank meetings, and community events.
  
  

This job description is not intended to be all-inclusive. The employee may perform other duties as assigned to meet the ongoing needs of the organization. The job duties and supervisor reporting relationship are subject to change.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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