The Universal Banker provides personalized banking services including the performing of all teller functions as well as the opening and servicing of consumer and commercial deposit accounts. The Universal Banker is also responsible for referring other products and services to appropriate banking personnel.
Has the flexibility to travel between branches to assist as needed.
Pulls and balances a teller drawer daily, balances the vault, coin machine, and ATM while assisting as the role of Personal Banker.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transactions with accuracy, and professionalism, while keeping a high level of customer service.
Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
Opens consumer and commercial accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed; including the delivery of LSB Plus summaries.
Answers calls, takes messages, provides clients with accurate information and directs client questions when appropriate.
Provides leadership for CSAs, serves as a resource for training.
Follows all bank policies and procedures.
Represents Lincoln Savings Bank in a positive light in all professional duties. Including participating in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank.
Performs other duties and responsibilities as defined by Management.
Excellent customer service skills
Strong organizational skills
Ability to work under pressure and meet deadlines
Ability to cross-sell
High degree of accuracyHigh school diploma or equivalent required
Prior teller experience
Knowledge of banking products
Strong math skillsPrior customer service in banking