Universal Banker
Company: InBank
Location: Raton
Posted on: August 4, 2022
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Job Description:
SUMMARY OF JOB:Accurately complete financial transactions for
customers, which includes opening accounts, handling teller
transactions, informing customers of other products and services,
and solving customer questions and concerns. Build relationships
with customers based on trust and recommend financial solutions
based on their needs. Ensure excellent customer experience through
onboarding, ongoing service, referrals. Responsible for business
development and existing client growth goals.ESSENTIAL JOB
RESPONSIBILITIES:Assist clients with day to day customer service
requests including more complex issues and interactions regarding
customer inquiries, new accounts, and ongoing relationship needs
for both depository and lending clients.Perform transfers, loan
payments, and wire transactions.Open consumer new accounts with
supporting products and services including online banking, mobile
banking, and debit cards.Open business accounts and support
Treasury Management products and services implementation.Universal
Banker informs customers about all banking products and services;
identify and cross-sell referral opportunities to broaden the
customer's banking relationship.Universsal Banker assists the
teller line as a back-up teller, and accurately assist customers
with processing transactions.Meet/exceed sales and referral goals
and meet/exceed individual and branch targets.Maintain current
knowledge and follow all bank financial and security regulations
and procedures.Other duties as assigned.JOB REQUIREMENTS:Education:
High School Diploma or EquivalentWork Experience: 1+ years
experience in sales, teller, new accounts, or loan
processingSupervisory Experience: N/ALicenses/Accreditations: None
requiredComputer Skills: Proficient with Microsoft Office Suite;
10-Key by touch is preferableOther Requirements: Detail-oriented;
decision-making capabilities. Must be able to use fingers, hands,
and wrists for repetitive tasks such as typing, using a mouse,
handling paper, currency or coin, and operating a telephone. Must
be able to open vault doors or lift/transfer items typical in an
office environment. Working knowledge of standard banking products,
services, and transactions, including deposit products and
credit/debit cards.Preferred Skills/Experience: Prior teller/sales
experience. Strong attention to detail and accuracy; professional
and courteous communication skills. Ability to cross-sell and/or
refer bank products based on customers' needs. Strong oral, written
customer service skills.Benefits:The applicant who is selected for
this position will be eligible for the following benefits:-- -
Bonus Eligibility: Eligible to participate in the Company's
Quarterly Compensation Plan subject to the terms of the plan.-- -
Benefits: Medical, Dental, Vision insurance. Disability insurance.
Employee assistance program. Flexible spending account. Health
savings account. Life insurance.-- - Paid Time Off: Vacation and
sick leave, as well as paid Bank Holidays.-- - 401(k): Company
match begins with the first contribution and follows the company
vesting schedule.-- - Other: access to career training and
development opportunities, employee discounts.-- - For more about
InBank and our culture, visit us here: Who We AreInBank is an Equal
Opportunity Employer committed to creating a diverse workforce. We
support a work environment where colleagues are respected and given
the opportunity to perform to their fullest potential. We consider
all qualified applicants without regard to race, religion, color,
sex, national origin, age, sexual orientation, gender identity,
disability or veteran status, or any other characteristic protected
by applicable federal, state, or local laws.PI184825019SDL2017
Keywords: InBank, Pueblo , Universal Banker, Other , Raton, Colorado
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