Universal Banker II

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Job Title : Universal Banker II

Department : Olympic Office

We are looking for Universal Banker II to join our team at Open Bank's Olympic office branch. The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.

Key Responsibilities :

• Opens, closes, and renews all types of savings, certificate of deposit and checking products quickly and accurately.
• Provides exceptional service in handling clients in person or on the telephone.
• Maintains a cash drawer, balances, and audits the cash drawer according to policy and schedule.
• Processes Reject, Overdraft (OD), Non-Post, Stop and HOLD items.
• Review & perform callback on various reports and items.
• Communicates with customers and mail out notices for NSF, OD, and Return Items.
• Research deposit account such as Account Statement Printing & Image Printing.
• Scan New Account Documents for review and callback.
• Processes Outgoing wire and keyboard item input and complete next day review.
• Assist with Safe Deposit Box access to clients as well as assist in opening new deposit boxes.
• Process Mail and Courier deposit, Messenger Service Deposit, Mobile & Remote Deposit, review, and submit.

Requirements / Qualifications :

Employee Benefits & Perks

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