Apple Bank
UniversalBanker
“Universal Banker at Apple Bank. Skills: Customer service, Sales, Teller operations, Account opening. Provide exceptional customer service. Resolve service-related issues”
What You'll Achieve.
Achieve team sales and referral goals; Exceeding expectations
Industry & Context.
Excellent problem-solving skills; Provide solutions to customer issues
Weekend work, Extended hours, Filling in at neighboring branch locations, Mandatory training may require occasional travel
What They're Looking For.
Must Have
1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative, High School Diploma or GED required, Must present a confident, professional, and positive demeanor to customers, Excellent interpersonal and communication (verbal + written) must have excellent phone skills, organizational skills and detailed oriented, Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint), Display sound judgment and discretion when utilizing confidential information, Weekend work and extended hours or filling in at neighboring branch locations may be required, Mandatory training may require occasional travel
Nice to Have
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.), Prior experience in fostering and developing customer relationships, Ability to develop, as well as maintain a detailed level of knowledge of banking products and services, Display willingness to be cross trained in other branch functions
What You'll Do.
Provide exceptional customer service
Resolve service-related issues
Conduct business ethically
Communicate product facts/features
Recognize opportunities to acquire relationships
Understand customer needs
Offer suitable products
Make appropriate referrals
and deepen relationships
Achieve team sales goals
Process Teller transactions
Prove daily transactions
Safeguard assigned cash
Assist in opening/closing vault
Ensure customer area is orderly
Communicate disclosures
Ensure accurate new account record keeping
Perform timely follow-up
Adhere to regulatory policies
Adhere to compliance policies
Adhere to security policies
Adhere to audit policies
Adhere to code of conduct
Adhere to operational controls
Protect Bank against loss
Ensure CIP requirements are adhered to
Ensure BSA requirements are adhered to
Assist in training Tellers
Assist in training CSRs
Assist in training UBs
Mentor newly hired Tellers
Mentor newly hired CSRs
Mentor newly hired UBs
Build and maintain knowledge
Attend educational workshops
Perform additional duties
How You'll Work.
Team & Collaboration
Work with product team
Communication Scope
Verbal communication; Written communication; Phone skills
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