First Mutual Holding Co. · 16 hours ago
Universal Banker 2
First Mutual Holding Co. is seeking a Universal Banker 2 to provide day-to-day direction to other Universal Bankers and ensure exceptional customer service within the retail branches. The role includes processing transactions, handling account maintenance, and facilitating team meetings while adhering to banking regulations.
Banking
Responsibilities
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products
Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system
Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy
May float to other bank branches as needed
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations
Other Duties as assigned
Qualification
Required
2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required
Strong understanding of banking laws and regulations is required
High School Diploma or equivalent is required
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required
Driver's license is required (for float positions)
Preferred
0-2 years of experience as a supervisor, mentor or team leader is preferred
Notary Public is preferred
Cleartouch, Nautilus, various government and investor software/web portals is preferred
CRM is preferred
Company
First Mutual Holding Co.
First Mutual Holding Co.
Funding
Current Stage
Growth StageTotal Funding
$10MKey Investors
The Mission Driven Bank Fund
2025-10-09Debt Financing
2018-02-07Debt Financing· $10M
Recent News
24-7 Press Release Newswire
2025-10-09
2023-05-16
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