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Universal Banker
Universal Banker-March 2024
Fillmore
Mar 29, 2026
About Universal Banker

  Description

  Assist customers with their banking transactions while providing outstanding customer service. Handle all types of bank deposit transactions. Identify customer needs by obtaining knowledge of bank products and services in order to cross-sell those services to the customer. Duties to include deposits, withdrawals, issuing counter checks, performing money transfers, opening new accounts, issuing credit/debit cards. This is a 30-hour per week position (6 hours per day, M-F), and is eligible for benefits.

  Essential Duties And Responsibilities

  Resolve customer concerns efficiently with customer satisfaction being the goal of every transaction

  Be aware of customer needs and actively seek to understand and promote bank products and services, make referrals as necessary

  Process bank transactions and balance a cash drawer according to bank policy

  Become familiar with banking regulations and established bank policies and procedures

  Open new accounts and credit cards, take loan payments, order checks, perform money transfers

  Develop relationships with our customers, get to know them

  Research customer questions, resolve account issues, analyze branch data to develop future relationships

  Assist in community awareness events to increase bank outreach and foster new business opportunities

  May assist with loan documentation

  Other duties as assigned

  Minimum Qualifications

  High School Graduate or (GED)

  Must be at least 18 years of age

  Must pass a credit & background check

  6 months of cash handling job experience

  Preferred Qualifications

  1+ years job experience with cash handling

  1+ years’ experience interacting with the public

  Bilingual a plus

  Skills

  Ability to effectively use a business computer system to process transactions and complete daily work

  Ability to communicate effectively both in person and over the phone

  Problem solving & attention to detail

  Basic knowledge of math, cashiering, balancing, debits, credits, bank products and banking

  Be Self-Motivated to greet customers in a prompt, polite, and friendly way

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

  The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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