
Universal Banker, North Oak
Job Description
- Providing outstanding customer service, greeting each customer as they enter the bank, answering the phone promptly, and taking ownership of each interaction; this includes the support of our mortgage sales team by making referrals.
- Assisting customers in their selection of various accounts and financial services, administering accounts, and positively impacting retention of current customers while achieving branch sales and service goals.
- Resolving any problems, issues, or questions to ensure customer satisfaction.
- Always maintaining a positive, friendly, and professional attitude.
- Assisting with all branch level marketing activities and promotions.
- Performing applicable aspects of daily operations, including opening new accounts, cash controls, balancing, exercising fraud prevention, handling customer transactions, and accurately completing all CIP requirements.
- Adhering to all policies and procedures, including those related to the Bank’s Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance program.
- A High school diploma, GED or foreign equivalent required, college degree or military equivalent preferred.
- One year’s experience in a Retail or Sales environment engaging with customers and making product recommendations leading to sales or relevant experience required.
- Ability to complete credit and background checks.
- Ability to work branch hours Monday - Friday and alternate Saturday mornings.
- Ability to learn products, services, and procedures quickly and accurately.
- Financial management and responsibility skills.
- Excellent communication skills with a demonstrated ability to adapt the conversation of the NASB products/services based on the customers varying needs in person and over the phone.
- Basic math skills: including the ability to solve problems and quickly identify currency denominations.
- Time management and organizational skills, including being detail-oriented and thorough.
- Bilingual desired, but not required.
- Sound judgment and decision-making abilities.
- Ability to lift/carry up to 25 pounds occasionally
- Comprehensive health insurance options including medical, dental, and vision coverage.
- 401(k) retirement plan with immediate employer match.
- Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday!
- Exclusive mortgage and banking benefits.
- Paid holidays, volunteer time off, and free parking at NASB facilities.
- Employee referral bonuses and internal training programs to help reach your career goals.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.