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Description
聽NOTICE This is for FIRST BANK MIDWEST, Previously THE FARMERS BANK
A Universal Banker Float service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a UB Float is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays. 聽(*Travel required)
Requirements
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Job Responsibilities聽
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.聽
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.聽
8. Other Duties as Assigned.
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Competencies Required聽
1. Competency #1: Customer Relations
路 The 聽聽degree which customer service and professional rapport is demonstrated in the 聽聽day-to-day business environment. Such 聽聽as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
路 The 聽聽degree to which one is positive, constructive, and supportive toward 聽聽customers, employees, and the company. The level of enthusiasm and commitment 聽聽demonstrated in job performance.
3. Competency #3: Accountability
路 The 聽聽degree which one is answerable and responsible for actions and performance 聽聽either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization 聽聽Relations
路 The 聽聽degree to which the employee works with peers and other internal departments 聽聽to create a collaborative, cooperative, and productive working 聽聽environment. The level of response to 聽聽customer requests, both internally and externally. Anticipation and control 聽聽of obstacles. The level of demonstrated team, sensitivity, support, and 聽聽respect.聽
5. Competency #5: Attention to Detail
路 The 聽聽level at which tasks are performed carefully, accurately, and in accordance 聽聽with specific instructions. Consistency of work quality and compliance with 聽聽standards, requirements, and expectations. The tracking of numerical data and 聽聽detailed organizational information, and the careful application of grammar, 聽聽spelling, and punctuation rules.
6. Competency 聽聽#6: Job Knowledge (Basic)
路 The 聽聽level of knowledge, skills and education required to perform job duties, and 聽聽their application to job functions. Commitment to expanding knowledge, 聽聽skills, and/or education.
7. Competency 聽聽#7: Productivity
路 The 聽聽level of work output or efficiency as compared to a standard or compared to 聽聽others. The ability to use time and resources well.
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