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State Bank

Universal Banker

State Bank, Edon, Ohio, United States, 43518

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Universal Banker

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State Bank . Education: A high school diploma or equivalent. Experience: A minimum of one (1) year of related experience preferred. Responsibilities

Greets and serves customers in a friendly and courteous manner. Maintains 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; handles 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 (e.g., branch capture, batch submission, etc.). Minimizes risk of losses, including cash differences and other controllable losses. Prepares reports related 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 current laws and organizational policies and procedures to promote a harassment-free and compliant work environment. Supports adherence to internal policies, risk management, safety, and regulatory requirements (e.g., CIP, CRA, BSA, EEO, etc.). Reports pertinent information to the immediate supervisor as requested or per schedule; compiles information as necessary and provides data to appropriate bank personnel. Looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries related to their area within given 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 related to cash shipments. Performs tasks supportive to essential functions as needed. Physical Requirements

Occasionally ascends/descends stairs to move through different floors. Must be able to position self to perform tasks in various environments, including tight spaces. Must be able to remain stationary for extended periods. 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 operate motor vehicles or heavy equipment. Must be able to assess the accuracy, neatness, and thoroughness of work. Occasionally exposed to outdoor elements such as precipitation and wind. Sedentary work that primarily involves sitting/standing. Occasionally may move objects up to 50 pounds. Seniority level

Entry level Employment type

Full-time Job function

Finance and Sales Industries

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