Personal Banker/Universal Banker
Company: Byline Bank.
Location: Oak Park
Posted on: November 26, 2022
Job Description Position Description
Title: Universal Banker (UB)
Division: Retail Banking
Job Code: RET402
Reports To: Regional Manager
FLSA Status: Non-Exempt
Objective of Position :
The Universal Banker is responsible for conducting teller and cash
vault transactions in an accurate and timely manner. This role
provides sales and servicing of all bank products and services. The
Universal Banker will work with the operations and sales team to
achieve deposit, business, and consumer relationship growth while
providing operational support and exceptional customer service.
Duties and responsibilities
Greet customers and direct incoming calls to appropriate staff.
Accurately process transactions and new account openings in a
timely and professional manner.
Constantly look for ways to improve processes that will improve the
customer's experience and communicate those ideas to Branch
Assess and handle retail customers' banking needs and obtain and
process customer/account information, including cash handling.
Open and service accounts and identify cross-selling opportunities
for new and existing customers.
Call on potential or existing customers to develop new business by
promoting our bank's services and products, with the goal of
expanding relationships and bank profitability.
Display exceptional customer service and sales skills and maintain
a professional attitude.
Maintain accuracy and compliance in all account documentation.
Minimizes risk of losses, including cash differences and other
Maintain current knowledge of all Federal and State laws and
regulations, along with the Bank's policies and procedures.
Process teller transactions in an accurate and timely manner (e.g.
deposits, withdrawals, payments, transfers, check cashing,
negotiable purchasing, etc.).
Processes and validates accuracy of coin and currency amounts
related to incoming and outgoing cash shipments.
The incumbent also maintains current knowledge of competitor
products, services, and current promotions.
Note: Nothing in this job description restricts management's right
to assign or reassign duties and responsibilities to this job at
High School Degree or GED required.
3+ years of experience in a banking environment. Previous
experience as a teller, personal banker or universal banker, a
Must be detail oriented with excellent organizational skills.
Must be able to lift 30 pounds.
Team player with a strong desire to learn, exercise good leadership
skills, independent judgment, discretionary thinking, creativity
and be able to work in a fast-paced environment.
Strong knowledge of Microsoft Office preferred.
Working knowledge of banking regulatory requirements.
Knowledgeable about a wide variety of retail bank products and
Strong time management skills and attention to detail.
Ability to communicate in a professional, accurate, and clear
manner with internal & external stakeholders.
Makes sound judgments regarding customer service and risk to the
bank, effectively balancing both. Understands when to escalate a
problem or situation to management for resolution.
Continue to look for ways in which to complete tasks and duties in
an efficient, cost-effective, and productive manner, without
sacrificing excellent customer service.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
Usual office environment with frequent sitting, walking, and
standing, and occasional climbing, stooping, kneeling, crouching,
crawling, and balancing. Frequent use of eye, hand, and finger
coordination enabling the use of office equipment. Oral and
auditory capacity enabling interpersonal communication as well as
communication through automated devices.
Keywords: Byline Bank., Oak Park , Personal Banker/Universal Banker, Other , Oak Park, Illinois
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