| FIRST LIBERTY BANK
JOB DESCRIPTION
Job Title: Universal Banker - Entry Level
Reports To: Location Manager
FLSA Status: Non-Exempt
Job Summary:
Responsible for processing various types of transactions and opening personal and business accounts; Seeks referral opportunities by effectively profiling Promotes Bank's products and services. Owns client experience from start to finish; and performs location procedures to ensure efficiency and compliance with operational and security policies.
Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Job Functions:
• Owns client experience from start to finish by being courteous, welcoming, friendly and providing prompt attention.
• Educate clients on the use of technology self-service options leveraging the FLB Mobile App, and ITM’s to complete their banking needs.
• Engage partners in FLB’s other lines of business refer to products and services that help clients meet their financial goals.
• Answers phone and appropriately respond to customer inquiries to resolve issues in an efficient and timely manner.
• Ensure financial transactions are completed accurately and efficiently while complying with all policies, procedures and regulatory and banking requirements.
• Open and close all types of accounts and process orders for ATM/Debit cards.
• Processes various transactions such as but not limited to deposits, withdrawals, loan payments, and cash advances.
• Manage cash accordingly - ensure cash limits are followed as assigned, balances at end of day and reports any discrepancies.
• Handles all Safe Deposit transactions and requests; if applicable
• Adhere to all rules and regulations according to bank policy and procedure and federal/state regulations.
• Completes training as assigned on regulations, policy and procedures in a timely manner.
Your ability to learn products, services and procedures quickly and accurately, in addition to working across teams to deliver solutions, will be critical for your success.
Supervisory Responsibilities:
This position is not responsible for the supervision of any employee(s).
Education & Job Qualifications:
• High School Diploma or GED equivalent required.
• Minimum 6 months of customer service experience (e.g. Retail, Sales, Financial Services).
Knowledge/Skills/Abilities:
• Must be fully knowledgeable and skilled in the areas of new accounts, teller, vault, safe deposit and customer service.
• Must have sound working knowledge of Branch Operations, account opening, paying and receiving transactions, regulatory compliance and internal policies and procedures.
• Must be able to make sound and timely decisions relative to accepted standards of customer service, workflows, and bank policies and procedures.
• Must be knowledgeable with all FLNB products and services.
• Possess good customer service skills and problem-solving skills.
• Able to work independently with minimum directions.
• Possess interpersonal, written and oral communication skills.
Additional Eligibility Qualifications
• Multi-lingual capabilities to include Spanish are a plus.
Work Environment/Physical Demands:
• Travel – as needed.
• Office working conditions
• Frequently required to sit for long periods of time.
• Occasionally required to stand, walk, and reach with hands and arms.
This job description is not an inclusive list of all duties and responsibilities of the position. Is to perform any other job-related duties requested by any person authorized to give instructions or assignments. First Liberty Bank reserves the right to amend and change responsibilities to meet business and organizational needs.
EEO/AAP Policy Statement:
First Liberty Bank provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
PHYSICAL WORK ENVIRONMENT:
The incumbent is in a non-confined office-type setting when working sitting at a desk or standing at a drive-thru station arrangement where they are able to move about at will.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15-pounds, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, adding machine (calculator), check protector, scanner and image systems, encoder, money counter, credit card terminal, computer terminal, and related printers, or other equipment as directed.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
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