Universal Banker - Float
FIRSTRUST BANK
Recognizes the leader in you
As one of the region’s foremost community banking institutions, we take pride in fostering leadership.
As a Firstrust employee, your growth is our growth.
For you, that means great benefits, performance-based pay, a meaningful role, and resources to help
your success.
For us, that means employees who offer exemplary customer service with a commitment to our values
- honesty, integrity and accountability.
*On-site position*
Primary function of the Universal Banker - Floating is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience.
Universal Banker - Floating provides service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions.
Duties will include operating a teller terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals as well as other related functions.
This position is full time and is eligible for benefits and does require the ability and flexibility to get to all of Firstrust's branches, as the position would be providing coverage for our full-time staff in various branches. At times, this schedule would also include weekends.
JOB DUTIES AND RESPONSIBILITIES:
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- Universal Banker - Floating ensures compliance with all Bank policies and procedures and federal regulatory guidelines, following all compliance related policies, including audit and security procedures. Will ensure all work is completed accurately and follows up with any outstanding customer or operational issues.
- Provides/ensures superior customer service and proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers’ needs and expectations, while taking ownership and accountability of customer issues and complaints.
- Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license.
- Reports on teller differences on a daily basis.
- Performs a variety of customer service transactions as needed.
- Will assist Universal Supervisor, verify money received or sent for cash shipments as needed.
- Will open deposit accounts.
- When needed, will conduct audits, i.e., teller, vault, ATM etc.
- Will comply with all opening and closing procedures.
- Demonstrate behaviors consistent with and holds other accountable for behaviors consistent with our Mission/Values.
- Demonstrates teamwork through flexibility and maintains effective communication with others in the Branch.
- Continuously looks for ways to contribute to the overall teller team performance.
- Performs other responsibilities as requested by branch management.
DECISION MAKING:
The Universal Banker - Floating, will have some supervisory responsibility as needed. Will assist and support the branch leadership including Business Banker, Branch Manager, Assistant Branch Manager and Universal Supervisor in overall branch operations, service and sales performance. They are responsible for daily/weekly sales goal reporting and metrics.
ACCOUNTABILITY:
- Universal Banker-Floating will be accountable to meet monthly sales/service goals.
- Will be extremely proficient at uncovering needs and using consultative sales to build relationships.
- Will make proactive customer courtesy calls daily.
- Self-starter who consistently looks for solutions to meet our customers’ current and long-term financial goals.
- Ability to recognize opportunities to refer alternative solutions such as investments, private banking, mortgages, commercial loans or any other bank partners to help meet/exceed our customers’ needs.
- Will always set a positive example in all areas of leading the branch team.
- Ensures a high level of quality customer service at all times.
- Responsible for creating an exceptional customer experience for each and every customer.
conducting teller transactions. - Ensure compliance with Firstrust’s policies and procedures.
- Will always demonstrate a positive demeanor.
- Meet/exceeds teller referral goals.
- Understands basic features and benefits of Firstrust retail products and services.
- Greet each customer enthusiastically and thank each customer for doing business with Firstrust.
PHYSICAL AND SENSORY REQUIREMENTS:
- Prolonged periods sitting at a desk and working on a computer.
- While performing the essential functions of this position, one may be required to drive a motor vehicle to travel to client locations, events, training, and job family meetings.
- The employee must move and position object/materials to set up branch events etc.
- Also, must have the ability to function in a financial institution/branch environment and utilize standard office equipment.
- The employee must be able to lift up to 20 lbs. of materials to be moved to branches and events.
POTENITAL ON-THE-JOB-RISKS:
- None identified.
EDUCATION, TRAINING AND EXPERIENCE:
- More than three years of job-related experience.
- Excellent interpersonal and communication skills, as well as computer skills
- Strong knowledge of deposit and retail loan products, familiarity with business loan products.
- Must be knowledgeable of Bank policies and procedures
- High School diploma required, post high school education preferred or equivalent experience.
- Must be a team player committed to success and achieving results.
Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.
Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.
Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.
Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: [email protected] or 215-728-8265
Other details
- Pay Type Salary
- Doylestown Branch, 288 S Main St, Doylestown, Pennsylvania, United States of America