Universal Banker -Ft. Meyers, FL

Position Summary

Interview persons desiring to open deposit accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing documents. Performs teller duties on a daily basis.

Essential Functions

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

• Answer customers’ questions, and explain available services such as deposit accounts.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
• Perform teller duties.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Collect and record customer deposits and fees, and issue receipts using computers.
• Investigate and correct errors upon customers’ request, according to customer and bank records.
• Execute wire transfers of funds.
• Sell cashiers checks.
• Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
• Duplicate records for distribution to branch offices.

Position Qualifications

• Accuracy – Ability to perform work accurately and thoroughly.
• Active Listening – Ability to actively attend to, convey, and understand the comments and questions of others.
• Communication, Oral – Ability to communicate effectively with others using the spoken word.
• Detail Oriented – Ability to pay attention to the minute details of a project or task.
• Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
• Organized – Possessing the trait of being organized or following a systematic method of performing a task.
• Customer Oriented – Ability to take care of the customers’ needs while following company procedures.
• Honesty / Integrity – Ability to be truthful and be seen as credible in the workplace.
• Accountability – Ability to accept responsibility and account for his/her actions.
• Decision Making – Ability to make critical decisions while following company procedures.

Education: High School Graduate or General Education Degree (GED)

Experience: One to two years related experience; previous cash handling experience required

Computer Skills: Basic Computer skills