Universal Banker

Description

The Universal Banker is the front line of Customer Service at Legacy Bank with the overall purpose of providing quality and efficiency to customers. This position will demonstrate outstanding customer service and a thorough understanding of all products and services that create a valuable and long-lasting banking relationship. They will be required to be knowledgeable in all new account processes while understanding bank regulations required to be compliant. This position will educate customers about the various ways to bank with Legacy Bank and refer the appropriate products and services matching the customer needs. They will also be responsible for providing personalized banking services to the financial institution customer by performing the following duties.

Are you passionate about providing exceptional customer service and financial solutions? Do you thrive in a dynamic, fast paced environment? If so, we want you to be part of our team. Apply now and take the first steps towards a rewarding career with Legacy Bank!

Responsibilities

• Prepare, comply, and assist customers with opening and closing all types of accounts, including :

Personal accounts

Wire transfer requests

Offer relevant products / services to enhance the customer's banking experience.

CIP (Customer Identification Program)

Receive and disburse funds

Professional appearance and posture

Assisting with transactions

Bank Secrecy Act

Requirements

Key Attributes

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.