Part-time Universal Banker

Part-time Universal Banker Role

A Part-time Universal Banker at Baker Boyer serves as a positive individual that engages and connects clients with services that best fit their needs. This position embodies both the Teller and the Personal Banker roles as needed to provide exemplary client service in the bank branch by paying and receiving transactions and opening accounts. Universal Bankers are encouraged to build lasting relationships with clients by providing friendly service to problem solve and / or execute requests in a timely and efficient manner. To be successful as a Universal Banker one will exemplify being a self-starter and role model with a high degree of teamwork and interaction with fellow employees while performing a variety of duties including :

• Speaking with clients to determine financial needs
• Recommending appropriate bank services
• Resolving client inquiries

Strengthens and develops client relationships and acts as an integral contributor in the team concept for client relationships. Identifies client needs and proactively recommends products and services that fit those needs. Helps clients grow, protect and secure family legacies. Maintains accurate balancing records while processing and scanning transactions through Teller software. Provides assistance and guidance to clients regarding debit cards, mobile banking, remote deposit capture and enhanced account analysis. Informs and advises clients about a variety of services pertaining to their deposit accounts such as ATM, CD, IRAs, Direct Deposit, safe deposit boxes, wire transfers, foreign currency, foreign drafts, online banking, Bill Pay including Apple and Google pay, eStatements and additional products as appropriate including lending or investments needs. Opens all types of deposit accounts. Prepares necessary account documentation and assists clients in completing necessary account documentation. Proactively reaches client base through contact by phone. Documents client activity and events in client relationship management software. Maintains the security and confidentiality of Bank and client information. Builds, retains, and expands relationships while assisting coworkers with a variety of client banking situations. Collaborates with team members from all lines of business to carry out the Bank's strategic plan. Opens and closes the branch.