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Previous bank and customer service experience is preferred, along with sales training, flexible scheduling availability, and the ability to stand continuously and lift 10–40 pounds.",{"name":115,"@type":106,"acceptedAnswer":116},"What key responsibilities does the Universal Banker perform?",{"text":117,"@type":109},"The role performs new account duties, advises customers on bank services, conducts routine teller transactions (e.g., deposits, loan payments, check cashing within limits, money orders), cross-sells products, and supports customer problem resolution while maintaining confidentiality.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},260580,1790201564,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},8796096645457,"https://ap-avatar.wpscdn.com/avatar/800003749518d68ffe3?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345340919836971","Name: Job Category: Non-Exempt  \nLocation: Ord  \nJob Title: Universal Banker Salary Range:  \nReport To: Community President  \nSupervises: None  \nPURPOSE: The Universal Banker will be cross-trained for both Customer  \nService and Teller duties. The Universal Banker will provide quality service and develop long-term customer relationships. The Universal Banker will participate in the daily operations of the branch, including assisting customers with account management and providing timely and efficient completion of routine client transactions.  \nMINIMUM REQUIREMENTS: High school diploma or equivalent. Previous bank and  \ncustomer service experience preferred. Previous sales training preferred. Ability to work a flexible schedule as needed including early mornings, early evenings and Saturdays. Ability to stand on feet continuously throughout the shift and ability to lift coin and supply boxes 10-40 pounds.  \nResponsibilities and Authority: Standards of Performance  \nA. Duties/Teamwork  \nB. Business Development  \nC. Culture/Climate  \n1a  \n2a  \n3a  \n1b  \n2b  \n3b  \n4b  \n1c  \n2c  \n3c  \n4c  \n5c  \nPerform new account duties which include selling new accounts and advising new and existing customers on all bank services by matching the appropriate bank service to their specific need. Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements , cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks, and redeeming savings bonds.  \nCompletes other duties as assigned.  \nPromote bank services to customers both over the phone and in person to grow customer relationships  \nRespond to customer inquiries or direct customer to appropriate personnel.  \nMaster knowledge of Bank First’s products and services along with their features and benefits.  \nCross-Sell products and services.  \nDeliver quality service within designated authority level. Demonstrate cooperation with all departments and serve as a“back-up” as needed at branches.  \nSolve customer problems/complaints effectively and efficiently, weighing customer satisfaction with Bank exposure to fraud. Maintain confidentiality at all times.  \nFollow robbery, early morning and opening and closing  \nD. Developing People  \nE. Planning  \nF. Organizing  \nG. Measurement  \nH. Skills  \n6c  \n1d  \n2d  \n3d  \n4d  \n1e  \n1f  \n2f  \n1g  \n2g  \n1h  \n2h  \n3h  \n4h  \n5h  \n6h  \n7h  \n8h  \n9h  \n10h  \n11h  \n12h  \n13h  \n14h  \nprocedures.  \nContinue to reinforce Bank First’s Customer Service culture by practicing the “TOP 8” initiatives, promoting the BankFirst Operating Principles and supporting the practice of these initiatives by other bank employees.  \nComplete all product training as needed.  \nMaintain current knowledge of all Federal and State laws and regulations, along with the Bank’s policies and procedures. Participate in annual training as warranted by position. Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.  \nAssure daily work is completed in a timely manner.  \nOrganize daily work to be immediately available to walk in customers.  \nSet aside a specific number of hours each week for business development and plan work tasks accordingly.  \nContact a minimum of 10 customers each month for cross-sell opportunities or other customer service opportunities.  \nContact 100% new accounts holders with follow-up thankyou/satisfaction correspondence.  \nBasic math proficiency.  \nStrong skills in Microsoft Office programs (Word, Excel, etc. ) Ability to utilize bank software effectively.  \nHigh degree of accuracy.  \nWell-developed verbal and written communication skills. Well-developed organizational skills and attention to detail. Excellent interpersonal skills.  \nWell-developed sales skills (probing, supporting, overcoming objections, closing) .  \nAbility to remain calm, friendly and professional.  \nCreative problem solver.  \nTime manageme","cbCaig9DX4tmMihO","https://ap.wps.com/l/cbCaig9DX4tmMihO","pdf",158502,"English","# PURPOSE\n# MINIMUM REQUIREMENTS\n# Responsibilities and Authority\n## Duties/Teamwork\n## Business Development\n## Culture/Climate","[{\"question\":\"What is the purpose of the Universal Banker role?\",\"answer\":\"The role is cross-trained to handle both customer service and teller duties, delivering quality service and building long-term customer relationships while supporting daily branch operations.\"},{\"question\":\"What are the minimum requirements for the position?\",\"answer\":\"A high school diploma (or equivalent) is required. Previous bank and customer service experience is preferred, along with sales training, flexible scheduling availability, and the ability to stand continuously and lift 10–40 pounds.\"},{\"question\":\"What key responsibilities does the Universal Banker perform?\",\"answer\":\"The role performs new account duties, advises customers on bank services, conducts routine teller transactions (e.g., deposits, loan payments, check cashing within limits, money orders), cross-sells products, and supports customer problem resolution while maintaining confidentiality.\"}]","Universal Banker Job Description - Salary Range and Duties | PDF",1789343712]