Objective of Position :

The Senior Universal Banker (Sr. UB) is responsible for coordinating the activities of Tellers and Universal Bankers while collaborating to identify needs and explain products/services with the goal of converting service opportunities into sales events. The Sr. UB performs a complete range of services for customers including processing transactions, opening/closing accounts, responding to inquiries, and assisting the team with functions relative to the daily operations of the Branch. This role supports complex transactions and sensitive client concerns while administering and explaining policies and procedures.

The Sr. UB is expected to periodically travel to other branch locations to support staffing coverage. A professional image as outlined in the Byline Bank Employee Handbook is required.

Duties and Responsibilities:

Staff Leadership

Assists staff with scheduling, assigning work, answering questions, and problem resolution.

Identifies coaching opportunities for direct reports.

Identifies training needs of the Teller and Universal Banking staff.

Demonstrates a proficient ability to delegate duties and assignments.

Ensures Tellers properly use and follow guidelines outlined in the BYB Teller Training Manual.

Actively participates in Branch meetings and speaks on assorted topics.

Assists staff in recognizing and facilitating cross-selling opportunities.

Leads by example by demonstrating excellent customer service skills and adhering to all policies and procedures.

Demonstrates and encourages open communication with staff.

Sales Service

Coaches staff to achieve assigned production goals.

Demonstrates the ability to work towards meeting customer service and sales expectations/standards.

Maintains positive interpersonal relationships with customers and employees.

Recognizes and facilitates cross-selling opportunities.

Opens and services accounts and identifies cross-selling opportunities for new and existing customers.

Calls on potential or existing customers to develop new business by promoting services and products, with the goal of expanding relationships and bank profitability.

Displays exceptional customer service and sales skills and maintain a professional attitude.

Maintains accuracy and compliance in all account documentation.

Operational Responsibilities

Participates in the weekly scheduling of Tellers and Universal Bankers.

Ensures proper coverage for adherence to dual control.

Completes the monthly branch certification to recap audits, teller differences and Teller Line operational duties in a timely and accurate manner.

Maintains ample levels of supplies and utilizes the proper order forms when requisitioning supplies.

Ensures Tellers/Universal Bankers balance out at drawer limits daily, per Bank policy.

Ensures that all bank policies pertaining to monies and balancing are strictly and continually adhered to.

Establishes clear and on-going communication with management.

Minimizes risk of losses, including cash differences and other controllable losses.

Maintains current knowledge of all Federal and State laws and regulations, along with the Bank’s policies and procedures.

Processes Teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.).

Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.

Makes sound judgments regarding customer service and risk to the bank, effectively balancing both. Understands when to escalate a problem or situation to management for resolution.

Continues to look for ways in which to complete tasks and duties in an efficient, cost-effective, and productive manner, without sacrificing excellent customer service.

Keeps abreast of competitor products, services, and current promotions.

All other duties as assigned.

Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Qualifications :

High School Degree or GED required.

3+ years of experience in a banking environment.

1+ years of experience as a Teller, Personal Banker or Universal Banker is a plus.

Must be detail oriented with excellent organizational skills.

Team player with a strong desire to learn, exercise good leadership skills, independent judgment, discretionary thinking, creativity and be able to work in a fast-paced environment.

Strong knowledge of Microsoft Office preferred.

Working knowledge of banking regulatory requirements.

Knowledgeable about a wide variety of retail bank products and administrative support

Strong time management skills and attention to detail.

Ability to communicate in a professional, accurate, and clear manner with internal and external stakeholders.

Must be able to lift 30 pounds.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.

Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.