Universal Banker

Universal Banker

PURPOSE OF POSITION:

The position of the Universal Banker is to ensure all customer service issues are resolved accurately and in a timely manner in-person, via email, or phone. The Universal Banker will be expected to sell and cross-sell bank products and services, execute wire transfers and maintain compliant records, handle operation duties as assigned, complete cash management and new accounts request. Strong interpersonal and analytical skills are important to fulfill this role.

QUALIFICATIONS:

Technical- Bachelor degree preferred, demonstrated aptitude for accuracy with numbers, 1-2 of financial services experience required; OR, Associates Degree in Business Administration or related field AND 3-4 years of accounting, receiving and disbursing money and financial transactions or bank teller experience; OR Any equivalent combination of experience, training and/or education approved by Bank Management.

Non-technical–Ability to work in a team environment and accurately accomplish work assignments under supervision. Demonstrated interest in and ability to handle people, willingness to learn, ability to concentrate, ability to communicate through written and verbal skills to work successfully with the general public and other employees. Ability to meet bonding requirements for employment purposes.

Primary Duties:
  • Review, send, receive, and process wire transfers. Assure all necessary wire information is accurately completed in accordance with procedures and audit standards.
  • Prepare and enter general ledger (GL) entries to the online-system. Reconcile incoming and outgoing wires daily with the wire transfer GL.
  • Handle Core Exception items as well as the printing and balancing of GL and various internal accounts. 
  • Gain knowledge in both the ACH Rules and Procedures as well as Debit Cards as it relates to returns, adjustments, and rules.
  • Update and process the OFAC files and perform file maintenance. 
  • Assist customers on any and all questions about Online and Mobile Banking.
  • Opening new deposit accounts and new portfolios for both the deposit and lending staff.
  • Utilize Business Process Manager (BPM) to complete customer request including but not limited to stop payments, debit card issues, and check orders.
  • Receive and process deposits/withdrawals to checking/savings account, cash checks and make change for customers.
  • Answer inquiries about accounts, handle transfers between accounts, issue official checks, process night depository, and mail deposits. 
  • Receive mortgage, installment loan, line of credit and all other payments.
  • Actively cross-sells organization’s services to customers

Send an updated Resume to Corey Swartzendruber at cswartze@bruningbank.com