Job Description

Universal Banker III -FT
Dracut

The Universal Banker III serves as a supervisor to Tellers, UB I, and UB II and acts as a back up to the AbM.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Bank Operations & Customer Experience
- Supervises and schedules daily activities of Tellers, UB I and UB II, delegates work, and aids as necessary;
maintains attendance records; oversees employees? daily proof by helping in balancing
- Responsible for branch cash operations to include, vault management, inventory of negotiable instruments,
compliance and security requirements, and adherence to defined policies and procedures as they relate to
staff and cash handling functions
- Performs security function by opening main vault; verifies and distributes cash to staff as required; balances
vault as scheduled/required
- Opens new accounts, determines customers? needs, provides necessary information, and processes
applicable paperwork
- Assists customers with consumer loan applications and provides advisement for consumer loan products
- Provides digital technical support, advisement and onboarding for customers
- Balances ATM; maintains safe deposit records where required
- Processes wire transactions for customers
-  Balances branch transactions at close of business day
- Completes periodic audits of branch compliance reports
- May open and close branch office following branch procedures as assigned
- Provides excellent customer service to internal and external customers; resolves any problems or complaints
in a timely manner
- Provides backup to Assistant Branch Manager during periods of absence or as workload dictates; may
independently oversee the branch for short periods of time during the workday in the absence of the Branch
Manager or Assistant Manager
- Performs as Teller, and other duties as needed to ensure operational requirements are met
- Serves as Notary Public
Business Development
- Assists and supports the sales efforts of branch management by being a positive role model, providing sales
coaching, looking for sales opportunities and working to preserve existing customer relationships
- Utilizes and promotes the branch team?s usage of CRM (Salesforce)
- Advises customers on consumer and business products and services, including an awareness of cash
management services
- Makes referrals to other areas of the bank such as Cash Management, Insurance & Investment Management,
and Commercial Lending
Professional Development
- Creates and fosters an inclusive team environment
- Assists in training and development of new and existing staff on best practices to foster an advisory culture
- Contributes to periodic performance evaluations and promotional recommendations as necessary
Please note this job description is not designed to cover a comprehensive listing of activities, duties, or
responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may
change over time.
REQUIREMENTS
- High School diploma or equivalent preferred
- Previous cash handling and customer service experience in Retail, including at least one year within UB II
position or relevant experience
- Thorough knowledge of Bank products and services as well as Bank policies and procedures
- Customer focus with the ability to build and maintain relationships
-  Strong oral communication skills with the ability to be concise, clear, and consistent
-  Capable of working independently and solving problems
-  Proven supervisory skills with the ability to coach staff in support of daily performance and behavioral
expectations
- Detailed-oriented with strong organization skills; ability to multi-task, prioritize, and adapt to a changing
environment
- Extensive knowledge and experience using general office equipment and program applications including:
Microsoft Office, CRM, core banking system, digital banking solutions (user/administrator), cash recycler,
and discriminator, etc.