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Universal Banker
Bank of the West
Saint Helens, OR, 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 moderate to complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation.
• Establishes, maintains, and deepens relationships with banking center customers to achieve branch performance goals and provide excellent customer service.
• Adapts to the needs of the branch and focus on any promotional activities and enhancing the customer experience
• Assists the branch management with day-to-day transactions (including but not limited to approving transactions, preparing reports, etc.)
• Performs other duties as assigned
Other Job Duties
• Performs other duties as assigned.
Qualifications
Required Experience
• Requires basic job knowledge of systems and procedures obtained through prior work experience or education.
• Requires 3 years minimum experience.
• May require vocational or technical education in addition to prior work experience.
Education
• High School Diploma or GED Required
Work Experience
• S2 - 3 yrs personal banking or teller experience.
Skills
• Excellent 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.