Universal Banker/Financial Specialist 57th & Lexington Branch

Sign-on bonus of $500 to be paid after six months of continuous service.

JOB SUMMARY

This role, which performs all transactions typically associated with both the Service Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and client balances.
• Enters clients' transactions into computer to record transactions, and issues computer generated receipts.
• Places holds on accounts as appropriate.
• Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
• Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
• Performs outbound calls and set appointment in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals.
• Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
• Opens and processes accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible. Refers client to appropriate business line as needed to ensure client needs are met.
• Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals.
• Maintains knowledge of current products, policies, procedures and regulations as it relates to position.
• Adheres to all current policies, procedures and regulations as it relates to position.
• Processes transactions from automated teller machine and night depository.
• Responds professionally to client inquiries or problems.
• Assists clients with safe deposit box transactions.
• Fills in for Financial Specialist Leader when absent.
• May order daily supply of cash, and counts incoming cash.
• Under dual control, balances cash in automated teller machines and night depository.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

SUPERVISORY RESPONSIBILITIES

• N/A

QUALIFICATIONS

Education

• HS Diploma or GED required

Experience

• Minimum of 1-2 years of cash handling experience (preferably Teller) preferred
• Excellent client service, sales, risk management and cash operations experience preferred