SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER

All branch locations DEPARTMENT: Retail Banking REPORTS TO: Branch Operations Manager SUPERVISES: None FLSA STATUS: Non-Exempt SALARY RANGE: $22.00 - $26.00 depending on experience POSITION SUMMARY: The Senior Universal Banker/New Accounts Floater position is responsible for creating and maintaining relationships with all new and existing customers in a courteous and professional manner. Adheres to Universal Bank's Red-Carpet Customer Service standards. Performs over-the-counter teller transactions and new account activities to meet customers' financial needs. Under supervision, services customers by conducting transactions, resolving inquiries, performing teller functions, and related activities. Focuses on deepening customer relationships by offering financial product solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES: The essential job functions include, but are not limited to: Providing excellent customer service by promoting strong customer interactions and building relationships. Assisting customers with transactions such as deposits, withdrawals, payments, and processing outgoing wire transfers. Directing complex questions to the Branch Operations Supervisor or Manager. Balancing cash drawer, night-drop deposit, and daily work efficiently. Maintaining records related to checking, savings accounts, and treasury management products. Ensuring new accounts are opened and serviced following bank policies and procedures. Completing branch certifications as scheduled under supervision. Handling complex customer correspondence related to services or new accounts. Partnering with the Branch Manager to develop promotional campaigns, cross-selling, and tele-consulting activities. Engaging in business development by soliciting new accounts and addressing current and prospective customers' needs. Building relationships to increase deposits and fee income through financial product sales. Adhering to BSA/AML policies, including processing CTRs, SARs, and MILs. Receiving daily assignments from supervisors. Staying informed on applicable federal regulations, including Bank Secrecy and KYC principles. Performing additional duties as assigned. Providing coverage at other branches as needed. QUALIFICATIONS (Education, Knowledge, Skills, and Abilities): Thorough knowledge of checking and savings accounts, services, and operations. Effective written and oral communication skills. Strong analytical skills. Proficiency in Microsoft 360. Excellent personal relations skills. Problem-solving and solution-oriented mindset. Reliable transportation. Basic math skills and experience handling cash and negotiable instruments. Minimum of six months recent customer service experience. Minimum of six months recent cash handling and teller experience. Experience with new accounts in a banking setting for at least six months. Bilingual in English and Chinese or Spanish is preferred.

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