Job Description

Job Description

Job Description

Description

• The Universal Banker 1 is self-directed and has a high level of attention to detail and accuracy, knows what it takes to make a great impression with clients, energetic and eager to provide excellent service.
• High touch service is provided to the client by phone and in-person to business clients, their staff and business owners with personal account needs.
• Opens new deposit accounts, has an understanding of business entity documentation and provides services to clients.
• Primary contact for operational and transaction activities including accepting and processing deposits, processing branch mail, cashing checks, processing withdrawals and accepting loan payments.
• Works with Branch Staff and Client Advisors to open new accounts, discuss bank’s deposit products and treasury services, and prepare documents for high value clients.
• Responsible for performing back-office processing activities with efficiency in fast paced environment.

Daily Activities Include

• Open and close the branch
• Maintain client deposit accounts and support existing client relationships
• Open new deposit accounts and establish treasury services
• Handle requests in-person, by email, and/or over the phone
• Assist clients with treasury services (online banking) access issues and basic product use,
• Process wire transfers, and other back-office functions such as branch certifications, daily checklists, report reviews
• Provide expertise to clients in identifying appropriate products, set up new products, services, online access, treasury management services etc.
• Clerical work regarding preparation/retention of files

Basic Qualifications

• High School graduate with at least one year of banking experience as a teller and new accounts.
• Knowledge of bookkeeping, account reconciliations, statement preparation, treasury services, and account analysis.
• Comfortable level with IT systems, computer desktop applications, and experience with Microsoft Windows, Microsoft Office with solid knowledge of and E-Mail programs.

Special Skills

• Commitment in enforcing and monitoring OFAC /BSA /Patriot Act
• Regulations: Reg. D / Reg. DD / Reg. E / Reg. G / Reg. J / Reg. H / Reg. P / Reg. Q / Reg. AA / Reg. BB

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