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Title

Universal Banker 
Description

Role and Responsibilities

Responsible for performing a variety of duties to support the customer service, sales, and paying and receiving function of the community office; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Duties

  1. Performs a variety of duties to support the customer service, sales, and paying and receiving function of the community office of which the following are illustrative:
  1. Greets and serves customers in a friendly and courteous manner.
  2. Maintains an awareness of new business opportunities with customers; offers relevant products and services to meet customer needs; actively refers customers to appropriate sales staff as appropriate.
  3. Meets or exceeds established referral and sales goals for both business and consumer clients.
  4. Handles customer concerns on statement reconciliation and other routine questions.
  5. Maintains knowledge of current bank products and services
  6. Processes changes to existing accounts as requested by clients.
  7. Assists in banking center call efforts by reviewing, updating, and calling prospect lists regularly.
  8. Accurately processes transactions, including various types of deposits, payments, transfers, etc. in a timely and professional manner.
  9. Cashes checks within approved authority and operating policy.
  10. Sells Cashier’s Checks and Money Orders.
  11. Processes night deposits and mail deposits.
  12. Maintains an approved level of cash; turns in excess and mutilated cash.
  13. Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
  14. Prepares transactions for scanning (i.e. branch capture, batch submission, etc.)
  15. Minimizes risk of losses, including cash differences and other controllable losses.
  16. Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc.
  17. Demonstrates a working knowledge of State Bank’s security program.
  18. Travel to other banking center locations as needed.
  19. Performs other related duties as assigned.
  1. Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
  1. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
  1. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Customer Identification Program (CIP), Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
  1. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
  1. Constantly look for ways to improve processes that will improve the customer’s experience and communicate those ideas to management.
  1. Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.

 

Ancillary Duties

  1. May be required, on occasion, to provide safe deposit box services to customers.
  1. May be required to provide support in non-paying and receiving activities, e.g., new accounts, consumer loans, etc.
  1. May be required to balance, replenish, and/or service ATM machines.
  1. May be required to Process and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
  1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.

 

 
Position Requirements

Basic Qualifications

Education/Training: A high school diploma or equivalent.

Skill(s): Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; ability to lift approximately fifty (50) lbs. of coin; visual and auditory skills.

Experience: A minimum of one (1) year of customer service, cash handling, or related experience preferred.

Physical Requirements

  • Occasionally ascends/descends stairs to move through the different floors of the location.
  • Must be able to position self to accomplish tasks in various environments including tight and confined spaces.
  • Must be able to remain in a stationary position more than two-thirds of the time.
  • The person in this position needs to occasionally move about inside the office to accomplish tasks.
  • Occasionally adjust or move objects in all directions.
  • Frequently communicates with others to exchange information.
  • Constantly moves wrists, hands, and/or fingers.
  • Occasionally operate machinery and/or power tools.
  • Occasionally operates motor vehicles or heavy equipment.
  • Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
  • Occasionally exposed to outdoor elements such as precipitation and wind.
  • Sedentary work that primarily involves sitting/standing.
  • Occasionally has to move objects up to 50 pounds.

EEO/AA Employer: Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Agency Statement: SB Financial does not accept solicitation from Third Party Recruiters for any position

 
Full-Time/Part-Time Full-Time  
Position Universal Banker  
Exempt/Non-Exempt Non-Exempt  
Location Bowling Green  
About the Organization State Bank is a growing community bank headquartered in Defiance, Ohio with over 20 locations located in Ohio, Indiana, and Michigan. Founded in 1902, State Bank has built its success on client-centered, personal service and giving back to the communities it serves.



We offer a comprehensive benefits package which includes competitive compensation, quarterly incentive opportunities, paid vacation and PTO, paid holidays, 401(k) with company match, ESOP retirement plan, medical/dental/vision insurance, company-paid Life/AD&D/Short Term Disability/Long Term Disability insurance plans, community volunteer opportunities, and more!



Apply today to find out why State Bank is a great place to work!  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

To search for an open position, please go to http://SBFinancialGroupInc.appone.com

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