Posted 24 days ago
Description
The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.
Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg. D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service.
QUALIFICATIONS:
- Minimum one year of experience as an operation specialist in a bank operation required.
- Retail sales and service experience, including cash handling, a plus.
- Working knowledge of computers, related business programs and online banking systems.
Employee Benefits & Perks
- Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
- Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
- Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
- 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
- Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
- Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
