DESCRIPTION - Universal Banker
Position Summary:

Provides excellent customer service by building enduring relationships, selling, communicating, and 
referring products to meet customer needs while maintaining efficient and accurate transaction 
processing. Responsible for the performance of, but not limited to, the below listed duties:
Main Duties & Responsibilities:
•  Greets and offers to assist customers and potential new customers as they enter the branch 
utilizing Bank Service Standards.
•  Answers incoming phone calls and assist customer as needed.
•  Accepts and processes deposits, withdrawals, and loan payments ensuring accurate 
posting.
•  Assist customer with processing transactions - such as cashing checks and selling cashier 
checks.
•  Balances cash drawer daily.
•  Open and process new accounts including Checking, Savings, and Certificate of Deposits.
•  Identify and offer or refer cross-selling opportunities.
•  Remain current on all policy, regulatory and procedural changes.
•  Assist loan officer with various duties related to initiating, processing, and closing 
loans.
•  Work to establish rapport with customer in order to become their primary financial consultant 
and assist customers in reaching their financial goals.
•  Remain knowledgeable of all bank products and services and be able to communicate to customers 
about features and benefits. Be aware of competition and be prepared to compare bank products and 
services with competitors.
•  Assist management in whatever duties he/she deems necessary for the bank to perform most 
efficiently.
•  Participate in training and cross training employees.
•  Complies with all bank and personnel policies and procedures including but not limited to 
policies and procedures regarding the Bank Secrecy Act.
•  Complete periodic training provided and/or required by PFB including but not limited to BSA 
training within required time frames assigned.
•  Other duties as assigned.
Job Education & Experience:
•  High School diploma or equivalent
•  Minimum of two years Teller experience
•  Customer service experience preferred
•  Relevant computer skills
Job Competencies:
•  Self-driven, self-motivated
•  Willingness to work flexible hours
•  Willingness to learn and explore other opportunities
•  Ability to strategically problem solve
•  Ability to self-direct
•  Organizational skills
•  Accuracy and attention to details