You are viewing a preview of this job. Log in or register to view more details about this job.

Universal Banker

Quest Financial is seeking qualified candidates for a UNIVERSAL BANKER for our client located in the Atlanta, GA area.

The Universal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. The position seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of multiple banking centers. To support customer and team needs across the retail area, this position serves as both a Teller and Personal Banker.

  • PAY: $40-45k depending on experience
  • HOURS: Monday - Friday (8-5)

  • Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities
  • Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships
  • Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance
  • Applies need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services
  • Maintains knowledge of banking products and promotions
  • Opens new accounts and services existing accounts
  • Accountable for achievement of defined sales and service goals
  • Makes recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience
  • Works to understand the root causes of customer service issues
  • Identifies and implements resolutions for service issues involving supervisors on more complex issues
  • Conducts onboarding activities for new clients
  • Provide backup support to other branches and employees as needed
  • Works on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions
  • Performs accurate transactions, balancing each day, and verifying cash totals
  • Scans daily proof work to the remote capture machine
  • Provides assistance and training to other colleagues and serves as a mentor
  • Practices ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty
  • Highly motivated team-player with ability to develop and maintain collaborative relationships
  • Strong written and verbal communication skills
  • Intermediate PC proficiency
  • Intermediate proficiency in Google Docs and Microsoft Office products
  • 2 or more years of retail banking experience
  • Cash handling experience preferred
  • 1 or more years of customer service experience required