Universal Banker I
On-siteAndover, Kansas, United States
Job Summary
Open and maintain consumer and commercial accounts, CDs, IRAs, and other banking products while providing consultative customer service to identify financial needs and cross-sell products. Conduct outbound calls and personalized follow-ups to grow customer relationships and deposits, assisting clients with online/mobile banking and general inquiries. Provide backup support to front-line staff for daily teller transactions including deposits, withdrawals, payments, and transfers. Maintain accurate records, adhere to all bank policies and regulations, and meet outreach goals for marketing campaigns. Available to work shifts between 7:45AM and 6:00PM Monday through Friday and rotating Saturdays.
Required Qualifications
- high school diploma, vocational training, or equivalent and customer service skills
- 2-5 years of banking experience
- Strong knowledge of bank operating procedures, practices and policies
- Experience with consumer and business account opening and documentation
- Comfortable and experienced with customer outreach (email, phone calls) with strong written and verbal communication skills
- Knowledge of Microsoft 365 applications (Outlook, Word, Excel, Teams)
- Ability to maintain confidentiality, use tact and diplomacy; maintain professional dress and demeanor
- Ability to use considerable judgment and initiative to resolve problems and make recommendations
- Available to work any shift between the operating hours of 7:45AM to 6:00PM Monday through Friday and between 8:30AM to12:00PM on rotating Saturdays
- complete a pre-employment background and credit check
Desired Qualifications
- Strong knowledge of retail banking products and account documentation
- Familiarity with banking regulations and compliance standards
- Excellent communication and customer service skills
- Ability to process transactions accurately and maintain attention to detail
- Consultative sales approach with ability to identify customer needs and recommend solutions
- Strong problem-solving skills and ability to manage risk
- Team-oriented with adaptability to changing priorities
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