State Bank
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Universal Banker
role at
State Bank . A minimum of one (1) year of related experience preferred. A high school diploma or equivalent. Overview
Universal Banker at State Bank provides customer service, sales support, and paying and receiving functions within the community office. This role coordinates work within the department and with other departments, and reports relevant information to the immediate supervisor. Responsibilities
Greets and serves customers in a friendly and courteous manner. Maintains an awareness of new business opportunities with customers; offers relevant products and services to meet customer needs; actively refers customers to appropriate sales staff as appropriate. Meets or exceeds established referral and sales goals for both 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. Travels 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 to promote a harassment-free workplace and regulatory compliance (CIP, CRA, BSA, EEO, etc.). Reports information to the immediate supervisor as requested and provides data to appropriate bank personnel. Continually looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries within given time frames and policy. 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. Physical Requirements
Occasionally ascends/descends stairs to move through the different floors of the location. Must be able to position self to accomplish tasks in various environments including tight and confined spaces. Must be able to remain in a stationary position more than two-thirds of the time. The person in this position needs to occasionally move about inside the office to accomplish tasks. Occasionally adjust or move objects in all directions. Frequently communicates with others to exchange information. Constantly moves wrists, hands, and/or fingers. Occasionally operate machinery and/or power tools. Occasionally operates motor vehicles or heavy equipment. Must be able to assess the accuracy, neatness, and thoroughness of the work assigned. Occasionally exposed to outdoor elements such as precipitation and wind. Sedentary work that primarily involves sitting/standing. Occasionally has to move objects up to 50 pounds. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Non-profit Organizations Hospitals and Health Care Medical Practices
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Universal Banker
role at
State Bank . A minimum of one (1) year of related experience preferred. A high school diploma or equivalent. Overview
Universal Banker at State Bank provides customer service, sales support, and paying and receiving functions within the community office. This role coordinates work within the department and with other departments, and reports relevant information to the immediate supervisor. Responsibilities
Greets and serves customers in a friendly and courteous manner. Maintains an awareness of new business opportunities with customers; offers relevant products and services to meet customer needs; actively refers customers to appropriate sales staff as appropriate. Meets or exceeds established referral and sales goals for both 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. Travels 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 to promote a harassment-free workplace and regulatory compliance (CIP, CRA, BSA, EEO, etc.). Reports information to the immediate supervisor as requested and provides data to appropriate bank personnel. Continually looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries within given time frames and policy. 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. Physical Requirements
Occasionally ascends/descends stairs to move through the different floors of the location. Must be able to position self to accomplish tasks in various environments including tight and confined spaces. Must be able to remain in a stationary position more than two-thirds of the time. The person in this position needs to occasionally move about inside the office to accomplish tasks. Occasionally adjust or move objects in all directions. Frequently communicates with others to exchange information. Constantly moves wrists, hands, and/or fingers. Occasionally operate machinery and/or power tools. Occasionally operates motor vehicles or heavy equipment. Must be able to assess the accuracy, neatness, and thoroughness of the work assigned. Occasionally exposed to outdoor elements such as precipitation and wind. Sedentary work that primarily involves sitting/standing. Occasionally has to move objects up to 50 pounds. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Non-profit Organizations Hospitals and Health Care Medical Practices
#J-18808-Ljbffr