First Federal Lakewood
Avon, Ohio
Description: Position Summary: The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Qualifications and Skills: 0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Necessary competencies: Accountability Coachability Change Champion Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. PIcf2d5331bd70-0096
Description: Position Summary: The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Qualifications and Skills: 0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Necessary competencies: Accountability Coachability Change Champion Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. PIcf2d5331bd70-0096
InBank
Raton, New Mexico
Floating Universal Banker Location200 S 2nd Street, Raton, NM, 87740, United States Base Pay$18.00 - $19.50 / Hour Job CategoryRetail Banking Employee TypeFT Non-Exempt Required DegreeHigh school Manage OthersNo Minimum Experience1 Year Description SUMMARY OF JOB: Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals. Float between Pueblo, Pueblo West, Canon City, and Colorado Springs. This position is 100% in office in Raton ESSENTIAL JOB RESPONSIBILITES: Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients. Perform transfers, loan payments, and wire transactions. Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards. Open business accounts and support Treasury Management products and services implementation. Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship. Facilitate teller function for the location and accurately assist customers with processing transactions. Meet/exceed sales and referral goals and meet/exceed individual and branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. Other duties as assigned. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Financial: Familiarity with financial terms and practices; mathematical calculations. Administrative Duties: Yes Autonomy: Discretion for recognizing and minimizing risk to the bank. Employees Supervised: Not Applicable Budget Responsibility: Not Applicable InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws. Requirements Education: High School Diploma or Equivalent Work Experience: 1+ years experience in sales, teller, new accounts, or loan processing Supervisory Experience: Not Applicable Licenses/Accreditations: None required Computer Skills: Proficient with Microsoft Office Suite Other Requirements: Detail-oriented; decision-making capabilities. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone. Must be able to open vault doors or lift/transfer items typical in an office environment. Working knowledge of standard banking products, services, and transactions, including deposit products and credit/debit cards. Preferred Skills/ Experience: Prior teller/sales experience. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to cross-sell and/or refer bank products based on customers' needs. Strong oral, written customer service skills. Compensation details: 18-19.5 Hourly Wage PI9f88c6f7d64e-5248
Floating Universal Banker Location200 S 2nd Street, Raton, NM, 87740, United States Base Pay$18.00 - $19.50 / Hour Job CategoryRetail Banking Employee TypeFT Non-Exempt Required DegreeHigh school Manage OthersNo Minimum Experience1 Year Description SUMMARY OF JOB: Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals. Float between Pueblo, Pueblo West, Canon City, and Colorado Springs. This position is 100% in office in Raton ESSENTIAL JOB RESPONSIBILITES: Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients. Perform transfers, loan payments, and wire transactions. Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards. Open business accounts and support Treasury Management products and services implementation. Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship. Facilitate teller function for the location and accurately assist customers with processing transactions. Meet/exceed sales and referral goals and meet/exceed individual and branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. Other duties as assigned. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Financial: Familiarity with financial terms and practices; mathematical calculations. Administrative Duties: Yes Autonomy: Discretion for recognizing and minimizing risk to the bank. Employees Supervised: Not Applicable Budget Responsibility: Not Applicable InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws. Requirements Education: High School Diploma or Equivalent Work Experience: 1+ years experience in sales, teller, new accounts, or loan processing Supervisory Experience: Not Applicable Licenses/Accreditations: None required Computer Skills: Proficient with Microsoft Office Suite Other Requirements: Detail-oriented; decision-making capabilities. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone. Must be able to open vault doors or lift/transfer items typical in an office environment. Working knowledge of standard banking products, services, and transactions, including deposit products and credit/debit cards. Preferred Skills/ Experience: Prior teller/sales experience. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to cross-sell and/or refer bank products based on customers' needs. Strong oral, written customer service skills. Compensation details: 18-19.5 Hourly Wage PI9f88c6f7d64e-5248