Float Universal Banker

Universal Banker

Position Summary : The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provide exceptional front line customer service and sales within the branch.

Level 1 Duties and Responsibilities :

• Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
• Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
• Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations.
• Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
• As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
• Understands and strives to meet individual, team and branch performance metrics and sales goals.
• Participates in team meetings, completes all assigned training and learns / keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
• As needed, performs basic opening and closing duties independently (including arming and disarming the branch).
• Assists with back-office duties including completing basic reporting, balancing ATMs and processing night / mail deposits.
• Follows all safety and security protocols and escalates issues appropriately.
• May float to other bank branches as needed.
• Keeps up to date and complies with all bank policies / procedures as well as applicable banking laws and regulations.

Qualifications and Skills Level 1 :

Level 2 Duties and Responsibilities :