What are the responsibilities and job description for the Universal Banker II/III (Personal Banker) position at Fox Valley Savings Bank?
We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.
Essential Functions:
- Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
- Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
- Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one’s work at the completion of each work day.
- Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers.
- Inputs data to update customer account information and make changes as appropriate.
- Completes the paperwork and inputs data to establish the account relationship on the Bank’s computer system; provides appropriate disclosures.
- Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
- Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
- Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
- Maintains a current knowledge of the Bank’s deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
- Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
- Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
- Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
- Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
- Ensures that confidentiality is maintained at all times.
- Performs assigned clerical responsibilities in a timely manner.
- Understands the banks security policies and procedures, assists in opening and closing procedures.
- Conducts oneself in accord with the Bank’s Core Values.
The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.
Requirements:- Excellent customer relations demeanor; professional in appearance and communication
- High School diploma or equivalent
- Previous banking experience
- Display a positive, team-oriented attitude
- Experience in cash handling and customer service
- Basic math and computer skills
- Ability to work a variable work schedule
- Maintain confidentiality of information
- Ability to multi-task
- Ability to sit/stand for extended periods of time
- Ability to view computer screen, paperwork and cash
- Ability to perform fine manipulation when working with cash and other paperwork.
- Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.