Universal Banker jobs in United States
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TrustBank · 1 day ago

Universal Banker

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 providing exceptional customer service, cross-selling bank products, and supporting branch operations.

Financial ServicesVenture Capital

Responsibilities

Open and close bank when needed
Remain flexible to scheduling needs during all Tuscola location business hours
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

Customer ServiceBanking ServicesCross-SellingCash HandlingCommunication Skills

Required

Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support
Responsible for greeting customers and directing them to the appropriate department or person
Provide New Accounts and Teller services
Cross-sell bank products and services
Support the other branch needs
Communicate effectively with current and prospective customers
Project a professional image for TrustBank by providing exceptional customer service at all times
Open and close bank when needed
Remain flexible to scheduling needs during all Tuscola location business hours
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
Ability to lift 25-pounds
Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus

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