This job has expired, please see additional jobs below
Universal Banker
Union Bank
Lynnwood, WA, United States
Job Details - this job has expired, please see similar jobs below
Reporting to the Regional Manager, the Branch Service Officer Floater is responsible for assisting management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance, in addition to coaching and promoting effective sales referrals activities and providing ongoing staff training and development. The position requires collaboration as well as independence and flexibility as the incumbent must travel to assist branches within the region as requested.
The Branch Service Officer Floater may receive day-to-day work direction from the Regional Manager, Branch Manager or Branch Service Manager, if applicable. Depending on the office assigned, the Branch Service Officer Floater may also be responsible for service management of specialty segments.
Major Responsibilities:
35% Branch Operations/Risk Management/Compliance
• Assist the branch in the training and support of risk mitigation activities.
• Ensure the branch staff understands, has knowledge of, and adheres to operating policies, procedures and regulatory requirements.
• Effectively resolve problems, exceptions, and account adjustments.
• Approve or disapprove transactions within assigned authority limits.
• Assist the branch in leveraging workforce planning tools to optimize staffing.
• When necessary, may be required to perform activities related to other branch positions (e.g. cash handling, opening new accounts). Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing.
25% Customer Service
• Assist Manager to ensure consistent and exceptional experiences are provided to foster customer satisfaction and retention.
• Resolve customer issues and complaints in a timely, professional and effective manner.
• Act as liaison with other support areas of the Bank to resolve customer issues.
20% Training/Coaching Staff
• Assist Manager in the coaching of staff as appropriate.
• Provide guidance to branch employees to ensure they are able to perform their job effectively.
• Coach applicable staff to ensure consistent performance expectations are achieved.
20% Sales Support Activities
• Promote sales referrals by demonstrating leadership and modeling the sales culture.
• Assist the branch in coaching tellers to effectively identify quality referral opportunities and refer appropriately.
• The Branch Service Officer Floater actively supports the programs and goals of Branch and Bank Management and must be able to operate the office in the absence of other branch officers.
Qualifications
• Typically requires 2+ years of experience and increasing levels of responsibility within branch operations. Possess knowledge of banking products and services.
• Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients.
• Possess excellent verbal, written and interpersonal communication skills.
• Requires hands-on experience in opening of new accounts, lost or stolen checkbook, deceased processing, conversion to trust account, etc.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.