Universal Banker
Company: Bluestone Bank
Location: East Bridgewater
Posted on: March 20, 2023
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Job Description:
Job Description:
Job Description Bluestone BankDescription: As a Universal Banker,
you are the financial relationship to every customer entering the
bank. This position plays a key role in providing retail banking
services and products to customers. You will be responsible to
develop meaningful relationships with each customer. In this role
you will educate customers on the different ways they can bank with
us by recommending and opening appropriate products and services to
help them with their financial needs. You will be able to put your
people skills to work by assisting with new and existing customers
to understand their financial needs, resolve issues, educate
customers, and process teller transactions as required.
Availability to work on Saturday mornings is required. Do you have
no experience? We will train the right person. Starting at a
Universal Banker Trainee, our training program will give you the
opportunity to advance through the different levels of Universal
Banker, while continuing to earn a competitive compensation. Do you
have a year or more of experience? For the right person, we will
start you at our mid-tier level while earning competitive
compensation, and we will provide you with a training program that
will allow you to move up to our Senior Universal Banker Level. Do
you have two years or more of experience? The right person can
start at our highest tier - Senior Universal Banker level. This
level provides competitive compensation, and provides training for
you to continue to grow in your position. Responsibilities:Leads
and participates in delivery of prompt and courteous customer
service and follows service standards. Establishes proficiency of
the Bank's systems needed to effectively service customers.Adheres
to compliance regulations and operational policies and procedures;
CTR, Truth in Savings, Reg. CC, EFT, acceptable computer use,
etc.Cross-sells Bank deposit products, services, and distribution
channels. Encourages automated transaction handling to customers by
conducting demonstrations or explaining alternative banking
delivery channels.Refers Trust, Investments, Retail Loan, and
Commercial Loan opportunities to specialists.Processes financial
transactions accurately and timely, including but not limited to:
deposits, withdrawals, check cashing, transfers, treasurer checks,
money orders, loan payments/payoffs, loan payments, account
closeouts, updating passbooks, safe deposit box payments, etc.
Balances within percentage guidelines. Applies bank
procedures.Assists with operation of branch by: Opening and closing
branch, maintaining cash limits and supply, performing branch
settlement and assisting others with balancing, servicing and
balancing all ATMs and cash/coin machine, approving checks and
withdrawals in excess of audit limits, assisting in branch audits,
issuing and verifying bait money, reporting counterfeit currency
and preparing CTRs, performing system overrides as required,
signing official checks up to the designated authority level,
opening and closing the safe deposit vault, providing access to
customers, testing alarms and maintaining branch security,
observing branch facility for tidiness and equipment compromise,
following record retention policies.Provides customer service by:
Establishing new deposit and safe deposit box accounts by inputting
all required information into computer system, obtains all
applicable security clearances and required signatures, updating
and maintaining customer information, processing, reviewing, and
completing various transactions, including but not limited to: stop
payments, CD renewals and rate changes, wire transfers, IRA
deposits, etc., processing Debit and Credit card applications,
researching and resolving customer inquiries and problems;
following through or referring as appropriate, processing check
orders.Assists with oversight of staff by: Allocating and
coordinating work flow, guiding and advising coworkers in the more
complex phases of their work, training new and existing coworkers,
providing input for staff scheduling, maintaining computer system
access for coworkers.Orders and maintains supplies.Processes mail,
interoffice mail, email, and returned mail.Provides coverage at any
location required.Performs additional duties as
requested.Requirements:Banking experience preferred, but not
required.Ability to quickly learn and properly use various software
programs. Completion of high school or equivalent. Bluestone Bank
is an Equal Opportunity Employer. PI207183179
Keywords: Bluestone Bank, Boston , Universal Banker, Other , East Bridgewater, Massachusetts
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