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Essential duties include teller cash-recycler transactions, customer identification and reference investigation, account opening decisions, credit history checks, document preparation, computer processing, customer service resolution, safe deposit activities, orders processing, and IRA/CD statement and interest payment support. 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It also supports business growth through strong customer relationships and referrals.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What essential duties does the position include for teller and account operations?",{"text":68,"@type":64},"Essential duties include performing teller transactions using cash recycler machines, opening accounts by assigning numbers and completing customer-signature forms, checking credit history, and using computer systems to process activity and resolve issues within authority.",{"name":70,"@type":61,"acceptedAnswer":71},"What compliance and policy requirements apply to this position?",{"text":72,"@type":64},"The position must follow all bank policies and procedures and comply with applicable state and federal banking regulations. It also requires adherence to EEO policy, respect for diversity, and safe execution aligned with OSHA standards.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},260582,1790203950,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,114,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":111,"show_sort_weight":112,"slug":113},17,"Forms",40,"forms",{"id":115,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":116,"slug":117},18,30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":115,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":30,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":22},1099514068365,"https://ap-avatar.wpscdn.com/avatar/10000253d8d9f28188e?_k=1776742907772140068","POSITION DESCRIPTION  \nTITLE:  \nFLSA:  \nSEGMENT:  \nSHIFT:  \nUniversal Banker  \nNon-Exempt  \nRetail  \nMonday-Friday: 8 :00 a. m.-5:00 p. m. Rotating Saturdays: 8:00 a. m.-12:00 p. m.  \nCATEGORY:  \nLOCATION:  \nREPORTS TO:  \nDATE:  \nFull-Time  \nBattlefield  \nRetail Manager  \nMay 7 , 2025  \nSUMMARY  \nThe position of Universal Banker is responsible for processing all new account transactions, assisting customers in their selection of various accounts and financial services, cross-selling the Bank’s products and services, opening, maintaining and closing of all account types, performing branch clerical duties, promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.  \nAssures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.  \nESSENTIAL DUTIES  \n􀂃 Assist consumer and business customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.  \n􀂃 Performs teller transactions with cash recycler machines for lobby and drive-thru customers.  \n􀂃 Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.  \n􀂃 Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing.  \n􀂃 Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.  \n􀂃 May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.  \n􀂃 Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.  \n􀂃 Answers telephone and directs callers to the proper Bank personnel.  \n􀂃 Performs safe deposit duties by opening accounts, controlling access, assisting customers, and processing affiliated reports.  \n􀂃 Receives and processes stop payment and hold orders.  \n􀂃 Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer.  \n􀂃 Processes wire transfers, official checks, credit card orders, address changes, and check and deposit slip orders.  \nUniversal Banker Page 1 of 3  \n􀂃 Processes statements, renewal notices and interest payments for IRA and certificates of deposit accounts.  \n􀂃 May assist in opening and closing the vault daily, assists in balancing vault currency and coin.  \n􀂃 Maintains files, copies, and faxes documents, and orders and distributes supplies.  \n􀂃 Complete change of address on return mail as well as ensuring proper documentation for correspondence.  \n􀂃 Treats people with respect, keeps commitments, Inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.  \n􀂃 Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, educates others on the value of diversity, promotes working environment free of harassment of any type, and builds a diverse workforce and supports affirmative action.  \n􀂃 Follows policies and procedures, completes administrative tasks correctly and on time, supports the Bank’s goals and values, and benefits the Bank through outside activities.  \n􀂃 Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulation","cbCaiafRhZnnsFSK","https://ap.wps.com/l/cbCaiafRhZnnsFSK","pdf",492939,"English","# SUMMARY\n# ESSENTIAL DUTIES\n## Customer service and sales support\n## Teller and account processing\n## Payments, transfers, and notices\n## Records, correspondence, and administrative tasks\n# SECONDARY DUTIES\n# SUPERVISOR RESPONSIBILITY\n# ENVIRONMENT AND PHYSICAL ACTIVITY\n# MENTAL DEMANDS","[{\"question\":\"What are the Universal Banker’s core responsibilities?\",\"answer\":\"The role processes new account transactions, assists customers in selecting accounts and financial services, cross-sells bank products, and opens, maintains, and closes account types. It also supports business growth through strong customer relationships and referrals.\"},{\"question\":\"What essential duties does the position include for teller and account operations?\",\"answer\":\"Essential duties include performing teller transactions using cash recycler machines, opening accounts by assigning numbers and completing customer-signature forms, checking credit history, and using computer systems to process activity and resolve issues within authority.\"},{\"question\":\"What compliance and policy requirements apply to this position?\",\"answer\":\"The position must follow all bank policies and procedures and comply with applicable state and federal banking regulations. It also requires adherence to EEO policy, respect for diversity, and safe execution aligned with OSHA standards.\"}]","Universal Banker - Position Description - May 7, 2025 | PDF",1789343727]