Job Description

Senior Universal Banker III

Duration: Full time permanent

Location: Various Locations

Industry: Retail Banking

Job Description:

Key Responsibilities:

We are seeking a dynamic Senior Universal Banker committed to delivering exceptional customer service, fostering business growth, and maintaining excellence in branch operations. This role is ideal for a proactive professional experienced in banking operations, financial products, and client relationship management. If you excel in fast-paced environments and seek opportunities to lead and positively impact customer experiences, we invite you to apply!

Key Responsibilities:

Customer Service & Sales

• Engage with customers to identify financial needs and provide tailored recommendations for banking products and services.
• Build and maintain lasting client relationships, ensuring personalized and seamless banking experiences.
• Proactively cross-sell financial products, including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
• Support business clients through specialized Treasury Services such as Remote Deposit Capture (RDC), armored, and courier services.

Operations & Compliance

• Accurately open and manage consumer and business accounts, ensuring full compliance with bank policies and applicable state and federal regulations.
• Process teller transactions efficiently, maintaining an excellent balancing record.
• Review branch documentation, reports, and account openings to ensure adherence to compliance and regulatory standards.
• Consistently uphold compliance with the Bank Secrecy Act (BSA) and other regulatory requirements.

Leadership & Team Development

• Mentor and train junior staff to enhance customer service skills and operational efficiency.
• Assist the Branch Manager in developing team goals and implementing promotional strategies.
• Provide guidance and expertise on complex transactions, resolving customer and staff concerns effectively.

Qualifications & Experience:

• Minimum of 3 years experience in retail banking, including new accounts and teller services.
• Advanced experience opening and managing both consumer and business accounts.
• Exceptional customer service and sales abilities, with strong skills in recommending financial products.
• Familiarity with banking regulations including BSA, AML, and Information Security.
• Proficient in MS Office Suite (Word, Excel, Outlook) and various banking software applications.
• Notary Public certification preferred.

Why Join Us?

• Career Growth: Expand your leadership skills and progress your career within retail banking.
• Exciting Environment: Join a high-energy, collaborative, and innovative team.
• Community Impact: Participate in a minimum of 10 hours of annual CRA volunteer service, contributing positively to your local community.
• Comprehensive Benefits: Competitive compensation package with exceptional benefits.

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