Universal Banker - Full Time jobs in United States
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TrustBank · 1 week ago

Universal Banker - Full Time

TrustBank is a financial institution seeking a Universal Banker to perform a full range of banking services for individual customers and commercial clients. The role involves greeting customers, providing new accounts and teller services, and cross-selling bank products while ensuring exceptional customer service at all times.

Financial ServicesVenture Capital

Responsibilities

Open and close bank when needed
Remain flexible to scheduling needs during all Parkside business hours. (Monday – Friday) any shift, 7:45 AM- 6:15 PM, Saturday 7:45 AM - Noon)
Ensure that customers receive prompt and courteous service
Balance drawer cash and vault cash
Balance and stock ATM
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
Perform other duties as assigned

Qualification

Cash HandlingCompliance KnowledgeSalesRelationship ManagementCross SellingMicrosoft OfficeData EntryProblem Solving

Required

Must have high school education and be able to master on-the-job training requirements
Experience in sales, relationship management, and cross selling skills are a plus
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, Microsoft Office, and may be assigned 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

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

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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
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E
Emily Stephenson
Chief Financial Officer
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Company data provided by crunchbase