- Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.
- Meets/exceeds all established sales goals assigned by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.
- Evaluates the needs of potential customers and offers appropriate financial products and services.
- Maintains working knowledge of Bank, Wealth Management and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policies and procedures.
- Answers customer inquiries related to account balances, bank services and general information efficiently and professionally.
- Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.
- May be required to open and close the branch and assist with the opening and/or closing procedures of the branch while adhering to all security policies.
- Approves transactions within assigned authority level while ensuring that Bank's policies/procedures and security procedures are being followed.
- Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.
- Issues negotiable instruments, accepts loan payments, and processes cash advances.
- Accurately enters Customers' transactions into computer to record transactions, and issues computer generated receipts.
- Orders daily supply of currency/coin and verifies incoming/outgoing currency/coin. Counts and packages currency, sells excess currency and mutilated currency, and maintains proper levels of currency/coin according to Bank policy and procedures.
- Balances currency/coin, checks and other transactions to figures displayed in teller platform system.
- Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.
- Performs the opening, maintenance and closing of accounts.
- Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.
- Complies with bank operations and security procedures by participating in all dual control functions and auditing procedures.
- Participates in and attends branch sales/operational and team building meetings as scheduled.
- Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.
- Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.
- Completes all required training.
- Assists in the training/mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements
- High school diploma or general education degree (GED)
- At least one year of cash handling and/or sales experience
- Banking experience preferred
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Part-time Universal Banker
1 day ago
Citi Downers Grove, United States Part timeThe Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...
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Universal Banker
1 week ago
Old Second Bancorp Inc Bolingbrook, United StatesWho We Are · At Old Second, you're first For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. · With great employees we've grown from a single location in the back of a general store ...
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Floating Universal Teller/Banker I
5 days ago
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Universal Banker
3 days ago
Old Second National Bank Bolingbrook, United StatesJob Description · Job DescriptionWho We Are · At Old Second, you're first For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. · With great employees we've grown from a single locati ...
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Universal Banker
1 week ago
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Universal Banker
1 week ago
DuPage Credit Union Wheaton, United StatesUniversal Banker - Member Service Associate · Full Time · Wheaton, IL, US · 9 days ago · Requisition ID: 1363 · Salary Range: · $20.00 To 22.00 Hourly · Join us at DuPage Credit Union, where we're proud to serve our community for over 60 years. We're currently seeking a · Fu ...
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Universal Banker
5 days ago
Pan American Bank & Trust Bloomingdale, United StatesJob Description · Job DescriptionThe Universal Banker's primary goal is to help clients by discovering financial needs, assisting in problem resolutions, and processing transactions when needed. This position takes a lead role in creating an outstanding client service experience ...
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Universal Banker
1 week ago
DuPage Credit Union Wheaton, United StatesJob Description · Job Description · Join us at DuPage Credit Union, where we're proud to serve our community for over 60 years. We're currently seeking a · Full-Time Member Service Associate for our Wheaton Branch. · We value your unique skills and experiences, and we encourag ...
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Universal Banker
1 week ago
DuPage Credit Union Wheaton, United StatesJob Description · Job DescriptionJoin us at DuPage Credit Union, where we're proud to serve our community for over 60 years. We're currently seeking a Full-Time Member Service Associate for our Wheaton Branch. · We value your unique skills and experiences, and we encourage indivi ...
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Universal Banker
1 week ago
M&T Bank Cicero, United States Paid WorkOverview: · Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branc ...
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Universal Banker Floater
4 days ago
Old Second Bancorp Inc Carol Stream, United StatesWho We Are · At Old Second, you're first For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. · With great employees we've grown from a single location in the back of a general store ...
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Jr. Universal Banker
6 days ago
Byline Bank Villa Park, United States**Objective of Position** : · The Jr. Universal Banker is responsible for assisting the Universal Bankers (UBs) and conducting cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Jr. Universal Ba ...
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Teller Retail Banker
1 week ago
Woodforest National Bank Bourbonnais, United StatesTake the next step toward your new career today · Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is t ...
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Teller Retail Banker
1 week ago
Woodforest National Bank Aurora, United StatesTake the next step toward your new career today · Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is t ...
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Jr. Universal Banker
1 week ago
Byline Bank Geneva, United States**Objective of Position** : · The Jr. Universal Banker is responsible for assisting the Universal Bankers (UBs) and conducting cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Jr. Universal Ba ...
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Universal Personal Banker
1 week ago
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Teller Retail Banker
4 days ago
Woodforest National Bank Kankakee, United StatesTake the next step toward your new career today · Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is t ...
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Universal Banker Trainee
1 week ago
Midland States Bank Manteno, United StatesJob Description · At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the fo ...
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Universal Personal Banker
6 days ago
Abri Credit Union Frankfort, United StatesJob Description · Job DescriptionUniversal Personal Banker · Are you looking for a job where you can make a difference in people's lives and help make their dreams a reality? Our mission at Abri Credit Union is to Help Our Members Succeed Financially. We want to connect you to ou ...
Universal Teller/Banker - Joliet, United States - BankFinancial
Description
Job Description
Job DescriptionSummary: Possesses exceptional customer service skills and sales skills. Spends half of their time conducting various customer and operational transactions and accurately balancing daily cash drawer. Spends the other half transitioning clients into sales opportunities and cross-selling. Actively promotes BankFinancial.
Essential Duties and ResponsibilitiesBankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)