Universal Banker
First Federal Bank of Kansas City
Ubicación de trabajo
North Kansas City, MO, USA
Estado de Empleo
Tiempo completo
Detalles de la oferta de trabajo
First Federal Bank exists to help people build a better financial future, and for almost a century, our team has focused on home ownership and prosperity for all. When you join the First Federal family, you'll be supported by a diverse, talented, energetic group of individuals who strive to help you and our customers achieve financial wellness. When our employees feel valued, our customers feel valued, and our community grows. We are Better. Together.
Listen to what our employees had to say about working with First Federal Bank of Kansas City!
https://share.vidyard.com/watch/uxgv1c2jr5CMAXWpn75rcr?
SUMMARY
The Universal Banker represents the bank in a manner that promotes the bank's image through delivery of exceptional customer service, contributing to its growth, and maintaining and expanding customer relationships by proactively engaging with customers to discover their financial needs and providing product recommendations. Responsible for successful delivery of a range of banking products and services, including opening accounts, account maintenance, lending opportunities and conducting customer financial transactions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty well. The requirements listed below are representative of the knowledge, skills and abilities required. Other duties may be assigned.
• Demonstrates commitment to promoting and advancing the bank's Mission and Vision and demonstrates its Values. Acts as a steward the bank's resources and reputation, presents a professional and personable image that represents the bank well.
• Represents the bank in a manner that maintains and expands customer relationships and promotes the bank and community's image by contributing to their growth and actively serving the community through various volunteer activities.
• Demonstrates the ability in acquiring and retaining customer relationships through the delivery of exceptional customer service, problem resolution and communication. Works with customers to build and deepen relationships by uncovering financial needs; recommending the best products and services, and opening applicable accounts.
• Actively participates in the sales and business development of the banking center to achieve established financial goals and objectives related to the strategic initiatives of the bank.
• Serves as a trusted advisor to develop and deepen customer relationships improving the customer lifetime value.
• Assists customer with their financial transactions accurately and according to policy and procedure. Maintains confidentiality and appropriately handles sensitive information.
• Maintains security of banking center cash in accordance with established guidelines. Responsible for daily balancing of banking center cash within the established cash handling policy.
• Responsible for successful delivery and maintenance of a range of banking products and services, including but not limited to, consumer and business deposit accounts, consumer lending products, and digital banking services.
• Ensures a high focus on building and enhancing customer relationships through inbound/outbound calling efforts, follow-up, and financial education.
• Assists in opening and closing banking centers according to bank policy and procedures.
• Complies with all applicable banking laws, bank policies and federal regulations.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• Must possess strong customer service and sales skills
• Ability to work with people at all levels
• Knowledge of deposit and credit banking products
• Strong communication and collaboration skills
• High level of attention to detail.
• Must possess ability to maintain confidentiality and appropriately handle sensitive information.
• Must quickly evaluate and solve problems, utilizing tact and diplomacy when interacting with customers, employees, and the public.
• Able to represent the bank in a manner that maintains and expands customer relationships, contributes to the banks growth, and enhances its image.
EDUCATION and/or EXPERIENCE
• High school diploma or general education degree (GED)
• Minimum of one year of sales experience or one year of experience in a financial institution having performed as a teller and/or personal/universal banker; new account experience preferred
• Or equivalent combination of education and experience.
LANGUAGE SKILLS
• Ability to read, analyze, and interpret documents such as safety rules, operating instructions and procedure manuals.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from managers, customers, and the general public.
• Ability to communicate in a professional and constructive manner.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
REASONING ABILITY
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATES, LICENSES, REGISTRATIONS
Ability to obtain National Mortgage Licensing System & Registry (NMLS) and Notary Public License.
OTHER SKILLS AND ABILITIES
PC proficiency utilizing Microsoft applications such as Word, Excel, and Outlook.
PHYSICAL DEMANDS
While performing the job duties, the employee must occasionally lift and/or move up to 25 pounds, and stand for extended periods. Specific vision abilities required by this job include close and distance vision, and the ability to adjust focus, consistent with extensive use of a computer/PC. Employee is frequently required to use hands to finger, handle, or feel; reach with hands and arms; and talk and hear.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
First Federal Bank is committed to providing equal employment opportunities to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any other legally protected category
