Universal Banker jobs in United States
cer-icon
Apply on Employer Site
company-logo

TrustBank · 21 hours ago

Universal Banker

TrustBank is seeking a Universal Banker to provide a full range of banking services to individual and commercial clients. The role includes greeting customers, processing transactions, opening new accounts, and cross-selling bank products while ensuring exceptional customer service.

Financial ServicesVenture Capital

Responsibilities

Open and close bank when needed
Remain flexible to operational scheduling needs should circumstances dictate a change from the regular work schedule
Ensure that customers receive prompt and courteous service
Answer phone inquiries
Balance drawer cash and vault cash
Run teller transactions accurately and efficiently
Process night drop deposits
Approve checks within limits
Assist customers in resolving account related problems
Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer’s needs
Assist customers by opening new accounts
Give out appropriate loan applications
Cross-sell products to customers
Issue and redeem certificates of deposit
Stay within compliance guidelines when opening and closing all accounts
Order ATM/Debit cards and update information, activate, etc
Process check orders/re-orders for customers with products for personal and business purposes
Order and stock adequate supplies
Attend bank meetings and educational seminars as required
Maintain over and short reports and transaction reports
Ship and order currency and coin from Fed
Scan and balance transaction in the proof program
Promote TrustBank’s Values and Service Standards
Assist with monthly reports
Represent TrustBank at community functions
Provide support to Branch Manager and Market President
Perform other duties as assigned

Qualification

Retail banking experienceSales skillsCross-selling skillsCash handling skillsCompliance knowledgeProduct knowledgeProblem-solving skillsRelationship managementData entryMS OfficeGeneral office equipmentCollaborative work

Required

Must have high school education or GED, and be able to master on-the-job training requirements
Experience in sales, relationship management, and cross selling skills are desired
Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively
The ability to perform detailed work with accuracy and cash handling skills are essential
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work
Knowledge and ability to learn the bank's data processing system
Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment

Preferred

Associates degree or higher is a plus
Prior retail banking experience is desired but not necessary

Benefits

Annual discretionary bonus
401(k) plan featuring a discretionary employer match in bank stock

Company

TrustBank

twittertwittertwitter
company-logo
TrustBank is a bank that provides personal banking, business banking, commercial loans, investments, and retirement plans services

Funding

Current Stage
Growth Stage

Leadership Team

D
Daniel Eichelberger
President and CEO
linkedin
E
Emily Stephenson
Chief Financial Officer
linkedin
Company data provided by crunchbase