Cross County Savings Bank
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Universal Banker
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Cross County Savings Bank General Position Summary: The Universal Banker (UB) is responsible for prompt, courteous and efficient service while conducting teller and account-related transactions. This role operates in the dual capacity of Customer Service Representative (CSR) and Teller. The UB opens new accounts, processes monetary transactions, explains products and services, resolves customer issues and builds relationships with customers based on trust. They are also responsible for the sales and servicing of all bank products and services. The UB must maintain current knowledge of products, services and current bank promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards.
Responsibilities
Assist customers in opening accounts, handling transactions, problem solving and inquiries.
Exercise prudent judgment in properly identifying customers for acceptance of new accounts and disbursal or transfer of funds.
Promote and cross-sell banking products and services.
Assist the Branch Manager, Assistant Manager and Teller Supervisor with ATM proofs, branch proofs, locating a teller difference, check and daily work scanning and monthly audits.
Monitor BSA; assist with Branch Opening/Closure for the day.
Provide prompt, efficient and friendly services to a diverse customer base.
Open new accounts and recognize customer needs with suggestions appropriate to the bank’s products and services.
Ensure compliance with Know Your Customer/ AML, security, state and Federal regulations in accordance with bank policies and procedures.
Process customer cash, checks, negotiable instruments, wires, and other financial transactions in an efficient and timely manner.
Verify/update customer identification and other personal documents as necessary before processing a transaction.
Run and scan daily work, checks, cash memos, and negotiable instrument figures for end-of-day procedures; balance and reconcile cash drawer to required totals.
Adhere to policies in the procedure manual and follow management discretion when necessary.
Support branch events and outside business calls to help increase brand awareness for the bank.
Qualifications
High school diploma or GED required (Bachelor’s degree plus).
Cash Handling and Customer Service Experience Required.
Prior Banking and Sales Experience Preferred.
Cross County Savings Bank is an equal-opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, sexual orientation, gender identity, disabilities, or protected veteran status.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Educational and Prior Work Experience notes: The information presented reflects the general expectations for the role and the listed qualifications. All other details are as provided in the source description.
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Universal Banker
role at
Cross County Savings Bank General Position Summary: The Universal Banker (UB) is responsible for prompt, courteous and efficient service while conducting teller and account-related transactions. This role operates in the dual capacity of Customer Service Representative (CSR) and Teller. The UB opens new accounts, processes monetary transactions, explains products and services, resolves customer issues and builds relationships with customers based on trust. They are also responsible for the sales and servicing of all bank products and services. The UB must maintain current knowledge of products, services and current bank promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards.
Responsibilities
Assist customers in opening accounts, handling transactions, problem solving and inquiries.
Exercise prudent judgment in properly identifying customers for acceptance of new accounts and disbursal or transfer of funds.
Promote and cross-sell banking products and services.
Assist the Branch Manager, Assistant Manager and Teller Supervisor with ATM proofs, branch proofs, locating a teller difference, check and daily work scanning and monthly audits.
Monitor BSA; assist with Branch Opening/Closure for the day.
Provide prompt, efficient and friendly services to a diverse customer base.
Open new accounts and recognize customer needs with suggestions appropriate to the bank’s products and services.
Ensure compliance with Know Your Customer/ AML, security, state and Federal regulations in accordance with bank policies and procedures.
Process customer cash, checks, negotiable instruments, wires, and other financial transactions in an efficient and timely manner.
Verify/update customer identification and other personal documents as necessary before processing a transaction.
Run and scan daily work, checks, cash memos, and negotiable instrument figures for end-of-day procedures; balance and reconcile cash drawer to required totals.
Adhere to policies in the procedure manual and follow management discretion when necessary.
Support branch events and outside business calls to help increase brand awareness for the bank.
Qualifications
High school diploma or GED required (Bachelor’s degree plus).
Cash Handling and Customer Service Experience Required.
Prior Banking and Sales Experience Preferred.
Cross County Savings Bank is an equal-opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, sexual orientation, gender identity, disabilities, or protected veteran status.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Educational and Prior Work Experience notes: The information presented reflects the general expectations for the role and the listed qualifications. All other details are as provided in the source description.
#J-18808-Ljbffr