Universal Banker

Position Overview :

As part of the Retail Branch team, the Universal Banker is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards.

Responsibilities :

Client Relationship Management :

• Build and maintain strong relationships with Clients, local businesses, and community organizations through in person, planned appointments, and through outbound calling efforts with prospective and existing clients.
• Collaborate with branch team to develop relationship building strategies to ensure goal attainment and maximum satisfaction.
• Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable.

Risk Management and Compliance :

Performance Monitoring and Reporting :

Development and Training :

Community Engagement and Outreach :

Digital Literacy :

The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills

DUTIES SUPERVISED : Branch Sales and Service, Branch Operations, Safe Deposit

POSITIONS SUPERVISED : N / A

EXPERIENCE : One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint.

EDUCATION : A high school education or GED. Bilingual proficiency (English / Spanish) is considered a desirable attribute.

PHYSICAL REQUIREMENTS : Must be able to stand for extended periods.

Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.

Applicants requiring reasonable accommodation in the application process should notify Human Resources.

Ascend Bank participates in E-Verify.

EOE / AA / M / F / D / V