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Universal Banker Job in Lodi, Ohio US

Universal Banker

FARMERS NATIONAL BANK OF CANFIELD - Lodi, OH

Posted: 3/5/2024 - Expires: 6/3/2024

Job ID: 270645205

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Job Description

Description
Responsible for opening, maintaining and closing various types of Bank accounts in an efficient and professional manner, as well as generating referrals (for new business opportunities), processing teller transactions and assisting other tellers on sales and referral techniques and opportunities, and providing excellent customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES:


Run a teller cash drawer to cover the daily needs of the branch staffing model
Exercise authority to sign official checks, not to exceed $50,000 and complete teller overrides
Accept and process the following transactions: savings, checking, and holiday savings accounts, loan payments, safe deposit box rental payments, tax deposits, and any withdrawals
Accept checks for cashing according to FNB check handling procedures
Sell money orders, official checks, and collect fees which may apply
Ensure each teller balances daily, provide assistance to locate differences, ensure all differences are properly initialed and, if required, reported to the manager immediately
Willingness to create a work environment conducive to superior customer service and teamwork
Ensure the appearance of the teller area and personnel are organized and professional in accordance with bank policy, including dress code and cell phone usage policy
Ensure vault cash is handled under dual control to include vault transactions, cash order and shipments, audits and the proper strapping and dating of currency denominations from tellers to Federal Reserve
Ensure all negotiable instruments, safe deposit box records, and confidential records in the work area are properly secured each day. Assist customers with safe deposit box rentals in accordance with the FNB safe deposit box manual
Responsible for ensuring dual control policies are known and followed by all staff members wherever dual control procedures are in place
Authority to open and close the branch following proper security procedures
Strong knowledge of daily branch, vault, and ATM operations
Achieve personal/ individual daily sales referral goals in addition to assisting/coaching tellers to meet their individual daily sales referral goals
Coordinate with branch manager regarding sales and service operations as needed
Use effective communication skills in order to educate staff on changes in policy or new policies, procedures, and product knowledge
Exercise sound judgment in resolving client and/or employee issues
Maintain a strong knowledge of bank products and services and recognize opportunities to cross-sell bank products and services
Make outbound sales calls to current and prospective clients
Open new accounts, complete account maintenance, cross-sell products and discuss services available
Prepare new account documents accurately and in a timely manner
Serve as a Notary if properly credentialed
Effectively complete all operational duties required on a weekly, monthly, and quarterly basis in accordance to bank policy
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must have proven success in the ability to achieve the following: sales, cross-sell products, execute branch policies and procedures, and ability to coach.

EDUCATION AND/OR EXPERIENCE:


High School diploma or General Education degree (GED)
Minimum of one (1) year retail banking experience to include cash handling
Previous supervisory and sales experience are highly preferred

OTHER SKILLS and ABILITIES:


An above average teller with the ability to accept/give instructions, reasoning and problem-solving skills, and the desire to oversee and assist others
Ability to prepare a cash order/manifest

Qualifications
Education
High School (required)

Skills

Sales Experience (required)
Cash Handling (required)
Customer Service (required)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
78506983
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 5
Graphic Literacy: 6

Workplace Documentation: 6