Warsaw Federal Savings & Loan Association
Universal Banker 3
Warsaw Federal Savings & Loan Association, Cincinnati, Ohio, United States, 45208
Description
The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provide exceptional front‑line customer service and sales within the branch.
Position Summary The Universal Banker 3 supervises assigned employees and is regarded as a senior member of the retail team. It is able to perform all Universal Banker job duties, including advanced functions, with accuracy and reliability, and serves as a back‑up to Branch Leadership as needed.
Duties and Responsibilities
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone, including Customer Relationship Center Support, and follows up with customers as necessary.
Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
Assists the Branch Manager in managing the specified bank branch: completes bank schedules, ensures reports are completed and policies and procedures are followed, delegates branch staff duties, maintains an acceptable level of non‑sufficient fund fee waivers as determined by management, approves and performs customer transactions, opens and closes the branch, oversees maintenance and security of the facility, and resolves customer complaints.
Serves as a subject‑matter expert and performs all branch operational duties as needed—including wire transfers, Notary duties, check verifications, teller line activities, account opening and closing, vault maintenance, cross‑sales and referrals—while also handling advanced banking duties such as escalated customer complaints, lending product/rate inquiries, consumer loan applications, required disclosures, and loan closure processing and communications.
Handles assigned branch administration and oversight duties, including report generation, monitoring and interpretation, completion of branch audits, and vendor management (selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals; facilitates teamwork and shared responsibility for success; participates in and may lead team meetings; completes all assigned training and leads staff training as necessary; keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Acts as a branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations as directed.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act, related anti‑money laundering statutes, and federal consumer protection legislation and regulations.
Other duties as assigned.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
Requirements Qualifications and Skills
3‑5 years of banking experience is required. Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office (Outlook, Excel, Word) or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals preferred; CRM preferred.
Driver’s license is required.
Necessary competencies
Active Listening
Change Champion
Coaching
Confidence
Critical Thinking
Delegation
Communication
Organizational Savvy
Physical Environment
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that the branch is open, including weekends and overtime as needed.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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Position Summary The Universal Banker 3 supervises assigned employees and is regarded as a senior member of the retail team. It is able to perform all Universal Banker job duties, including advanced functions, with accuracy and reliability, and serves as a back‑up to Branch Leadership as needed.
Duties and Responsibilities
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone, including Customer Relationship Center Support, and follows up with customers as necessary.
Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
Assists the Branch Manager in managing the specified bank branch: completes bank schedules, ensures reports are completed and policies and procedures are followed, delegates branch staff duties, maintains an acceptable level of non‑sufficient fund fee waivers as determined by management, approves and performs customer transactions, opens and closes the branch, oversees maintenance and security of the facility, and resolves customer complaints.
Serves as a subject‑matter expert and performs all branch operational duties as needed—including wire transfers, Notary duties, check verifications, teller line activities, account opening and closing, vault maintenance, cross‑sales and referrals—while also handling advanced banking duties such as escalated customer complaints, lending product/rate inquiries, consumer loan applications, required disclosures, and loan closure processing and communications.
Handles assigned branch administration and oversight duties, including report generation, monitoring and interpretation, completion of branch audits, and vendor management (selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals; facilitates teamwork and shared responsibility for success; participates in and may lead team meetings; completes all assigned training and leads staff training as necessary; keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Acts as a branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations as directed.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act, related anti‑money laundering statutes, and federal consumer protection legislation and regulations.
Other duties as assigned.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
Requirements Qualifications and Skills
3‑5 years of banking experience is required. Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office (Outlook, Excel, Word) or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals preferred; CRM preferred.
Driver’s license is required.
Necessary competencies
Active Listening
Change Champion
Coaching
Confidence
Critical Thinking
Delegation
Communication
Organizational Savvy
Physical Environment
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that the branch is open, including weekends and overtime as needed.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
#J-18808-Ljbffr