Universal Banker Operations Specialist

Job Purpose:

This position is responsible for the day-to-day operations of the branch teller area as well as have the ability to open deposit accounts, process teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues in accordance with Bank policies. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. The Universal Banker Operations Specialist will serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers by teaching new skills, expanding knowledge, and assisting the Branch Manager with bank expectations and standards.

Job Duties:

• Must have the ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
• Consistently completes required training for all bank and branch policies and procedures.
• Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
• Will perform special projects as assigned.
• Consistently meeting or exceed sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered.
• Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
• Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult.
• Manage day-to-day duties for the branch teller line, which may include scheduling of tellers, meeting referral goals, coaching, developing, and overseeing of operational standards.
• Follow operational standards regarding security, risk management, and compliance.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.

Education, Experience and Job Skills:

• Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel) .
• High School Diploma or GED; one to two years related experience and/or training; or equivalent combination of education and experience.
• Excellent verbal and written communication skills.
• Ability to work in a fast paced environment with a high degree of accuracy and close attention to detail.
• Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
• Proven Team Player.
• Positive and professional attitude.

Basic Qualifications:

• Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
• Trustworthy and confidential behavior is essential in this role.
• High School Diploma or GED; 1 months to two years related experience and/or training; or equivalent combination of education and experience.

Equal Opportunity Employer M/F/Disabled/Vet;

For inquiries regarding employment with Peoples Bank, email [email protected].

12/2020