- Greeting the customers in a friendly, professional manner
- Establish and maintain strong customer relationships by understanding their financial needs and goals.
- Act as the primary point of contact for customers, addressing inquiries, providing information, and offering assistance.
- Assist customers in opening, closing, and managing various types of accounts, such as savings, checking, money market, and certificates of deposit.
- Educate customers on account features, fees, and benefits.
- Assist with additional services and products such as, ATM and debit card requests, check orders, compromised accounts and savings bonds.
- Perform Teller duties as necessary including processing deposits, checks and payments, verifying cash and endorsements and issuing receipts.
- Conduct financial transactions, including deposits, withdrawals, transfers, loan payments, and account balance inquiries, efficiently and accurately.
- Identify opportunities to recommend and cross-sell banking products and services to customers, such as loans, credit cards, investment options, and insurance.
- Tailor recommendations based on customers' financial needs and goals.
- Ensure compliance with all applicable laws, regulations, and internal policies to maintain the integrity and security of banking operations including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC)
- Stay updated on changes in regulations affecting the banking industry and ensure adherence to compliance requirements.
- Handle cash transactions accurately, follow cash management procedures, and maintain security measures to safeguard assets and prevent fraud.
- Count cash, balance transactions and your teller drawer with a high level of accuracy.
- Understand and review check endorsements and apply endorsement standards
- Process mail, night depository, mobile and ATM deposits
- Address customer concerns, complaints, and disputes in a professional and timely manner, aiming for satisfactory resolutions and positive customer experiences.
- Meet or exceed assigned sales targets and performance goals related to account openings, cross-selling, and customer satisfaction.
- Maintain accurate and organized customer records, transaction logs, and documentation related to account management and other banking activities.
- Performs other duties as assigned
- 1 year of Account Services, Universal Banker and Cash handling experience (preferred).
- Bachelor's degree in business, finance, economics, or related field (preferred).
- Previous experience in banking, retail banking, or customer service.
- Strong interpersonal and communication skills.
- Knowledge of banking products, services, and procedures.
- Sales and customer service experience.
- Attention to detail and accuracy in handling financial transactions.
- Ability to multitask and manage time effectively.
- Proficient in using banking software and computer applications.
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Universal Banker - Oswego, United States - Servbank
Description
Job Description
Job DescriptionDescription:A Universal Banker is a financial professional responsible for providing comprehensive banking services to Allied First Bank customers, including assistance with account management, financial transactions, product recommendations, and excellent customer service. The role involves a blend of responsibilities from both traditional teller and personal banker roles, encompassing a wide range of banking activities.
About Servbank
As one of the nation's Top 10 subservicing providers, we are putting the "service" back into subservicing by offering the winning combination of People + Technology. Our people are dedicated professionals with industry experience, who are committed to providing superior customer service and personalized support for our clients. Our innovative technology gives you fully transparent, 100% accessible, on-demand view of your portfolio. Servbank is a full-service subservicer, with a diverse portfolio and quality products and services, who is dedicated to our partners' success. Grow happiness with us and drive your business forward.
We take pride in being an innovative, autonomous, customer-service focused, and tech-oriented company. By living our Core Values of People Matter, Inspiring Leadership, Strength of Character and Rock Solid Service, we have created a culture of excellence that strives to provide the one thing that all of our customers seek: The Perfect Customer experience
Key Responsibilities:
Customer Relationship Management:
Account Management:
Financial Transactions:
Cross-Selling and Product Recommendations:
Compliance and Regulatory Adherence:
Cash Handling and Security:
Problem Resolution:
Sales Targets and Performance Goals:
Documentation and Record Keeping:
Qualifications and Skills:
A Universal Banker is a key role within Allied First Bank, requiring a versatile skill set and a customer-centric approach to delivering exceptional banking services and building strong customer relationships.
EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
