Universal Banker- Team Lead

Greets
customers and assesses needs to determine sales/service focus or referral to
appropriate department. Capable of completing
the duties of a CSR and Teller. Provide management support with operations of
the banking center.

• Assess customer
  needs for sales and/or services in a professional manner, determines best solution
  and clearly communicates that solution to the customer. Answer questions regarding bank products and
  services while recognizing sales and referral opportunities.
• Stay apprised of
  existing bank products and services including implementation of new ones.
• Open deposit
  accounts including checking and savings, certificates of deposit, safe deposit
  box leases, HSAs, IRAs, etc.
• Perform specific
  service transactions for customers including but not limited to reordering
  checks, making account name and address changes, granting access to safe
  deposit boxes, etc.
• Handle customer service issues by conducting research, assuming
  ownership of customer problems, and providing follow-up status to customers.
• Greet customers to ensure smooth traffic flow within banking office in
  order to provide efficient service.
• Build customer
  relationships by using bank developed techniques and processes to better serve
  customers and the banking office team.
  Be proactive in daily customer and prospective customer contact, either
  by phone or in person to identify financial needs, and initiate and/or
  strengthen relationships.
• Ensure accurate and timely processing of basic teller
  transactions such as accepting deposits and loan payments, verifying cash and
  endorsements, cashing checks within approval limit or obtaining authorization
  as needed, issuing official checks, taking large commercial deposits, cash
  advances, etc.
• Balance daily work in accordance with established Bank
  policies and procedures.
• Handle proportionate volume of work based on banking
  office demands to include WebCapture.
• Resolve customer issues and problems in a professional
  manner or refer to appropriate staff to guarantee customer satisfaction and
  retention.
• Support team sales process by identifying and acting
  upon customer needs or by making the appropriate referral. Participate in team and individual sales
  goals.
• Follow bank policies and procedures, security
  guidelines, and comply with all federal, state and local regulations.
• Assisting in scheduling of PTO and lunch schedules for
  Universal Bankers.
• Assisting in Cash Control policies and procedures for
  office.
• Managing DEL report and CIP items for review.
  
• Liaison for branch operations including but not
  limited to audits and QAC.
• Provide management support with operations of banking
  center.
• Communicates staffing needs to manager and branch
  administration for support.
• Assist with monthly audits.

Qualifications

• High school diploma or equivalent required.
• Cash handling experience preferred.
• Effective oral and written communication skills.
• Excellent customer service and interpersonal skills.
• Demonstrate willingness and desire to interact in a
  team environment.
• Ability to prioritize and multi-task.
• Adaptability to change, including cross-training for
  Customer Service Representative and Teller Supervisor functions.
• Ability to compute basic to moderately complex math
  calculations.
• Basic problem-solving and analytical skills.
• Ability to interpret
  and follow a variety of instructions furnished in written, oral, diagram, or
  schedule form.
• Proficiency in using personal computers and office
  products (e.g., Word, Excel).