Universal Banker

hace 6 días


Mar Del Plata, Argentina b1BANK A tiempo completo

Overview Join to apply for the Universal Banker role at b1BANK . Responsibilities Acts as the customers' first point of contact with the Bank, serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center. Responsible for a broad range of basic to moderate activities in the banking center including: transaction processing, new account sales, customer servicing, and referral generation. Supports the Bank's sales objectives and campaigns by selling and cross-selling Bank products to expand and maintain existing relations while processing transactions. Assists banking center management with day-to-day transactions, including but not limited to: approving transactions, preparing reports, researching and resolving issues, and responding to customer inquiries. Complies with Bank policy and follows procedures to include state and federal banking regulations. Maintains knowledge of all internal security policies and procedures and maintains client confidentiality to ensure top level client service in handling all transactions professionally. Provides support to the credit functions of the Banking Center including updating loan data and gathering and assembling proper documentation for customer loans; ensures loan files contain proper documentation, signatures, and other relevant data. Answers inquiries concerning loan information by telephone, electronic means, or written correspondence. Actively refers leads on loans, deposits, Treasury, brokerage, and other services to appropriate specialists. Participate in Sales, Service, Compliance and Product Training. Assist in maintaining branch lending policies and procedures. Represents the bank in community affairs and civic organizations. Qualifications High School Diploma or GED. Minimum of two years of prior personal banking or teller experience with emphasis on customer service. Two years of loan experience preferred. Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customers to specialists in other departments. Excellent customer service skills including above-average verbal and written communication. Relationship building, collaboration and teamwork. Problem solving skills. Teller and systems training and new account opening. Equal Opportunity Employer/Veterans/Disabled #J-18808-Ljbffr