The Universal Banker is the front line of Customer Service at Legacy Bank with the overall purpose of providing quality and efficiency to customers. This position will demonstrate outstanding customer service and a thorough understanding of all products and services that create a valuable and long-lasting banking relationship. They will be required to be knowledgeable in all new account processes while understanding bank regulations required to be compliant. This position will educate customers about the various ways to bank with Legacy Bank and refer the appropriate products and services matching the customer needs. They will also be responsible for providing personalized banking services to the financial institution customer by performing the following duties.
Are you passionate about providing exceptional customer service and financial solutions? Do you thrive in a dynamic, fast paced environment? If so, we want you to be part of our team. Apply now and take the first steps towards a rewarding career with Legacy Bank!
Major Duties & Responsibilities
Assist customers with:
- Wire transfer requests
- Ordering checks and debit cards
- Customer information updates
- Stop payments
- Account ownership changes
- Endorsement questions
- Safe deposit boxes
- Possible fraud/forgery situations
- Various other account maintenance items
Balance cash drawer daily and apply policies appropriately to ensure transaction accuracy.
Research, troubleshoot, and resolve customer and internal inquiries regarding policies, practices, and products.
Maintain a clean, professional, and welcoming work environment through:
- Professional appearance and posture
- Positive attitude and behavior toward customers and coworkers