UNIVERSAL BANKER I

Job Description

Job Description

General Summary :

A Universal Banker performs a variety of duties to provide existing and potential customers with efficient and accurate services. An employee in this position may be required to perform Customer Service Representative, Teller, and Loan Associate duties.

Essential Duties and Responsibilities :

• Must have and retain extensive knowledge of bank products and services in order to serve the customer effectively.
• Perform basic teller, vault, collection, new accounts, and back up loan related duties.
• Maintain a high level of company and customer confidentiality.
• Pays and receives and maintains a teller drawer.
• Maintains records for vault.
• Inputs currency orders and shipments.
• Completes laser pro worksheets as requested by loan officers.
• Assists in safe deposit box customer entry.

Note : Universal Banker I spends 75% of time working on the teller line and 25% working on platform / new accounts.

Other Duties and Responsibilities :

Education and Experience :

Preferred Skills :

Scheduling :

Work schedule will vary depending upon location, but will consist of an 8-hour shift between the hours of 7 : 45 a.m. – 6 : 00 p.m., Monday through Friday. Schedule may require representing the company after hours at related functions, customer calls or training. Occasional overtime may be required. Regular attendance is required.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear. The employee is occasionally required to climb or balance and stoop, kneel, or crouch. The employee must occasionally lift and / or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.