Universal Banker

Associate’s degree in accounting, finance, economics or related field.
Substitution: Three (3) years of directly related full time experience performing the functions outlined above may be considered in lieu of the degree.
Two (2) years of experience in the financial services industry performing teller job duties.
Two (2) years of customer service experience.

Provides assistance to all assigned areas of branch operations where service or assistance is needed, including teller, new accounts, vault teller, safe deposit, and lending.
Assists customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
Receives and processes retail and commercial checking and savings deposits by determining that all necessary deposit documents are in accordance with banking policies and procedures.
May assist in opening and closing the vault daily; may provide dual control in verifying cash/coin sold or bought to/from the vault; may assist in balancing vault currency and coin. May be responsible for ordering, managing, and balancing the vault and ATM currency and coin.
Makes decisions regarding the opening of new deposit accounts; completes forms requiring customer signature(s); accepts initial deposits; prepares all documents and items pertaining to new accounts for processing. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer.
Performs other duties as assigned.