State Bank
Overview
Role involves supporting customer service, sales, and paying/receiving functions within the community office, coordinating with other departments, reporting to the supervisor, and responding to inquiries or requests for information. Requires adherence to policy and risk management guidelines. Responsibilities
Greets and serves customers in a friendly and courteous manner. Maintains awareness of new business opportunities with customers; offers relevant products and services; actively refers customers to appropriate sales staff. Meets or exceeds established referral and sales goals for business and consumer clients. Handles customer concerns on statement reconciliation and other routine questions. Maintains knowledge of current bank products and services. Processes changes to existing accounts as requested by clients. Assists in banking center call efforts by reviewing, updating, and calling prospect lists regularly. Accurately processes transactions, including various types of deposits, payments, transfers, etc., in a timely and professional manner. Cashes checks within approved authority and operating policy. Sells Cashier’s Checks and Money Orders. Processes night deposits and mail deposits. Maintains an approved level of cash; turns in excess and mutilated cash. Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis. Prepares transactions for scanning (i.e. branch capture, batch submission, etc.). Minimizes risk of losses, including cash differences and other controllable losses. Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc. Demonstrates a working knowledge of State Bank’s security program. Travel to other banking center locations as needed. Performs other related duties as assigned. Coordinates departmental tasks with coworkers inside and outside the department to ensure an efficient process and proper segregation of duties. Abides by laws and organizational policies designed to promote a harassment-free workplace and compliance with regulatory requirements. Supports adherence to internal policies and risk management practices, including CIP, CRA, BSA, and Equal Credit Opportunity Act. Reports pertinent information to the immediate supervisor as requested and provides data to appropriate bank personnel. continuously looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries within established time frames and policy. Ancillary Duties
May provide safe deposit box services to customers. May support non-paying and receiving activities (e.g., new accounts, consumer loans). May balance, replenish, and/or service ATM machines. May process and validate accuracy of coin and currency amounts related to cash shipments. Performs tasks supportive in nature and may be altered or redesigned based on circumstances. Qualifications
Education: A high school diploma or equivalent. Experience: A minimum of one (1) year of related experience preferred. Preferred Skills: Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; ability to lift approximately fifty (50) lbs. of coin; visual and auditory skills. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Non-profit Organizations, Hospitals and Health Care, and Medical Practices Get notified about new Universal Banker jobs in Pioneer, OH.
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Role involves supporting customer service, sales, and paying/receiving functions within the community office, coordinating with other departments, reporting to the supervisor, and responding to inquiries or requests for information. Requires adherence to policy and risk management guidelines. Responsibilities
Greets and serves customers in a friendly and courteous manner. Maintains awareness of new business opportunities with customers; offers relevant products and services; actively refers customers to appropriate sales staff. Meets or exceeds established referral and sales goals for business and consumer clients. Handles customer concerns on statement reconciliation and other routine questions. Maintains knowledge of current bank products and services. Processes changes to existing accounts as requested by clients. Assists in banking center call efforts by reviewing, updating, and calling prospect lists regularly. Accurately processes transactions, including various types of deposits, payments, transfers, etc., in a timely and professional manner. Cashes checks within approved authority and operating policy. Sells Cashier’s Checks and Money Orders. Processes night deposits and mail deposits. Maintains an approved level of cash; turns in excess and mutilated cash. Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis. Prepares transactions for scanning (i.e. branch capture, batch submission, etc.). Minimizes risk of losses, including cash differences and other controllable losses. Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc. Demonstrates a working knowledge of State Bank’s security program. Travel to other banking center locations as needed. Performs other related duties as assigned. Coordinates departmental tasks with coworkers inside and outside the department to ensure an efficient process and proper segregation of duties. Abides by laws and organizational policies designed to promote a harassment-free workplace and compliance with regulatory requirements. Supports adherence to internal policies and risk management practices, including CIP, CRA, BSA, and Equal Credit Opportunity Act. Reports pertinent information to the immediate supervisor as requested and provides data to appropriate bank personnel. continuously looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries within established time frames and policy. Ancillary Duties
May provide safe deposit box services to customers. May support non-paying and receiving activities (e.g., new accounts, consumer loans). May balance, replenish, and/or service ATM machines. May process and validate accuracy of coin and currency amounts related to cash shipments. Performs tasks supportive in nature and may be altered or redesigned based on circumstances. Qualifications
Education: A high school diploma or equivalent. Experience: A minimum of one (1) year of related experience preferred. Preferred Skills: Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; ability to lift approximately fifty (50) lbs. of coin; visual and auditory skills. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Non-profit Organizations, Hospitals and Health Care, and Medical Practices Get notified about new Universal Banker jobs in Pioneer, OH.
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