Job description

Summary:

The Universal Banker I will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Universal Banker I will provide solutions based on customer needs and how they like to conduct their banking. In addition, this position will be responsible for referrals to the other lines of business to meet the customer’s financial needs. The Universal Banker I will work with the Retail Banking team in attaining branch goals and constantly striving to improve the profitability of the branch.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Must be able to travel as needed to Evergreen Bank Group’s three branches.
• Answer customers' questions and explain available services for personal and business accounts both in person and via telephone, while providing excellent customer service.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Interview customers to obtain information needed for opening retail and business accounts.
• Offer and sell financial products and services to consumer customers; open basic deposit accounts and prepare related documentation, including but not limited to: Checking, Savings, Money Market account, Certificates of Deposit.
• Responsible for the expansion of existing customer relationships and the development of new business by proactively cross-selling a full range of products and services.
• Follow up with prospects and current customers to promote new products and services and/or thank customers for existing business.
• Maintain a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products (e.g., home equity loan or lines of credit, cash management, etc.)
• Assist in the verification of daily maintenance and new account review to ensure accuracy.
• Investigate, correct and follow up on discovered errors upon customers' request.
• Operate a teller window regularly including cashing checks and paying out money after verifying that signatures are correct, written and numerical amounts agree, and accounts have sufficient funds.
• Examine checks for endorsements and verify information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
• Receive checks and cash for deposit, verify amounts, check accuracy of deposit slips, enter transactions into computers and issue computer-generated receipts.
• Balance currency, coin, and checks in cash drawers.
• Receive and count daily inventories of cash.
• Prepare and verify cashier's checks.
• Maintain customer lobby by periodically stocking waters and teas, straightening-up lounge area and making coffee.
• Ensure operational integrity through compliance with all policies, procedures and regulations.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.

• 1-3 years of personal banking experience, plus demonstrated success as a Teller.
• Proficient in Microsoft Outlook, Word, Excel.
• Knowledge of Jack Henry SilverLake preferred.
• Basic understanding of mathematics.
• Ability to travel between branch locations
• Strong oral and written communication skills, including proper phone etiquette.
• Strong problem-solving skills and the ability to use sound judgment when issues arise.
• Strong attention to detail.
• Display a highly professional image.
• Maintain a high level of personal integrity and confidentiality.
• Ability to proactively assist customers and build relationships.
• Ability to genuinely engage customers in conversation while providing excellent customer service.
• Ability to actively listen by giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of principles and methods for showing, promoting, and selling bank products or services. This includes marketing strategy and tactics, product demonstration and sales techniques.
• Possess knowledge regarding Individual Retirement Account rules and processes.

Equal Opportunity Employer

Evergreen Bank Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, gender, sexual orientation, gender identity, national origin, veteran status, or disability.

Federal Deposit Insurance Corporation

Evergreen Bank Group is Member FDIC

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

• 401(k)
• 401(k) 4% Match
• Bereavement leave
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid sick time
• Paid time off
• Parental leave
• Referral program
• Vision insurance
• Volunteer time off
• Wellness program

Experience level:

• 1 year

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Hinsdale, IL 60521: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Required)
• Customer service: 1 year (Preferred)

Work Location: In person

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