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Universal Banker
Bank of the West
Rawlins, WY, United States
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Job Description Summary
Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening.
Essential Job Functions
• Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the branch. (The time spent performing sales service or customer transactions will be determined by the needs of the branch)
• Responsible for a broad range of basic to moderate activities in the branch including transaction processing, new account sales, customer servicing and referral generation.
• Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products.
Assists the branch management with day-to-day transactions (including but not limited to approving transactions, preparing reports, etc.)
Qualifications
Education
• High School Diploma or GED Required
Work Experience
• S1 - None Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.
Typically does not require prior experience.
Skills
• Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists partner
• Excellent customer service skills that include good verbal and written communication
• Relationship building, collaboration and teamwork
• Problem Solving skills
• MMCRM, Touchpoint Teller and Systems Training and new account opening