Description
ย 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. ย (*Travel required)
Requirements
Job Responsibilitiesย
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.ย
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.ย
8. Other Duties as Assigned.
Competencies Requiredย
1. Competency #1: Customer Relations
The ย ย degree which customer service and professional rapport is demonstrated in the ย ย day-to-day business environment. Such ย ย as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
The ย ย degree to which one is positive, constructive, and supportive toward ย ย customers, employees, and the company. The level of enthusiasm and commitment ย ย demonstrated in job performance.
3. Competency #3: Accountability
The ย ย degree which one is answerable and responsible for actions and performance ย ย either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization ย ย Relations
The ย ย degree to which the employee works with peers and other internal departments ย ย to create a collaborative, cooperative, and productive working ย ย environment. The level of response to ย ย customer requests, both internally and externally. Anticipation and control ย ย of obstacles. The level of demonstrated team, sensitivity, support, and ย ย respect.ย
5. Competency #5: Attention to Detail
The ย ย level at which tasks are performed carefully, accurately, and in accordance ย ย with specific instructions. Consistency of work quality and compliance with ย ย standards, requirements, and expectations. The tracking of numerical data and ย ย detailed organizational information, and the careful application of grammar, ย ย spelling, and punctuation rules.
6. Competency ย ย #6: Job Knowledge (Basic)
The ย ย level of knowledge, skills and education required to perform job duties, and ย ย their application to job functions. Commitment to expanding knowledge, ย ย skills, and/or education.
7. Competency ย ย #7: Productivity
The ย ย level of work output or efficiency as compared to a standard or compared to ย ย others. The ability to use time and resources well.