POSITION: Floating Universal Banker
FLSA STATUS: Non-Exempt
REPORTS TO: SVP/Chief Branch Officer
DEPARTMENT: Branches
GRADE LEVEL: NE114
FUNCTION:Â As a Floating Universal Banker, you will represent the bank in a courteous, professional manner, and
provide prompt, efficient and accurate service when processing transactions. Cross-sell bank services when appropriate
and make referrals to appropriate business partners. Strictly adheres to all current laws, security measures and
organizational policies and procedures to ensure compliance with all regulatory requirements. Processes a variety of
financial transactions in an accurate and efficient manner. Floating Universal Banker's will travel to different branches
within the various QNB market areas to assist branch staff as needed.
GENERAL DUTIES AND RESPONSIBILITIES:
1. Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality
standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate.
2. Build customer relationships by being accountable for representing QNB to the customer in a courteous,
confidential, and professional manner, and for providing prompt efficient and accurate service in processing
transactions through consultative selling and cross-selling in a positive manner.
3. Evaluates customer needs using open-ended questions and refers customers to the appropriate resource.
4. Opens, closes, and services every type of deposit product, able to take and disburse loans.
5. Perform branch functions requiring an in-depth knowledge of branch transactions. Including but not
limited to performs paying and receiving Financial Service Representative functions accurately
balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault
Settlement, etc.
6. May ensure daily office settlement.
7. Assist in the training of personnel and may be a member of a committee (i.e. Safety Committee) and train
personnel on the information obtained from attending committee meetings.
8. Assists in processes and prepares branch cash and settlement.
9. Able to relate to other people beyond giving and receiving instructions.
10. Supportive of community through involvement and participation in local volunteer and/or charitable
organizations.
11. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their
duties and responsibilities.
12. Required availability of all operating branch hours, which will include weekends.
13. Assumes additional job-related duties as requested.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
1. Must be proficient in all aspects of job.
2. High School diploma or equivalent.
3. Complete Universal Banker Certification Checklist.
4. Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external
customers.
5. Regularly required to stand for prolonged periods of time – all day if necessary.
6. Recommendation to be promoted into this position by supervisor or SVP/CBO or EVP/CRO&CBBO.
7. Successful in motivating team members in all aspects of QNB's Service Excellence.
8. Ability to lift and maneuver 25-30-pound coin bags.
9. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers'
current and future needs.
10. Requires strong reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent
(completion of some college courses preferred but not required).
11. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB
policy, and established procedures.
12. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
Ongoing employment is contingent upon meeting all such requirements, including acceptable background
investigation results.
13. Must fulfill re-certification of Universal Banker I requirements annually.
14. PA Notary
15. Ability to solve problems and carry on without supervision.
PREFERRED TRAINING, EXPERIENCE AND EDUCATION:
1. Successful completion of Banking Fundamentals and Consumer Lending. Other courses may be permitted per
discretion of EVP/CRO/CBBO and SVP/CBO.
2. Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and
product campaigns.
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