About the role:
The Lead Universal Banker is responsible for offering, referring and selling financial products and services to clients by establishing, developing, retaining and deepening long-term relationships.
This position embodies both the Teller and the Personal Banker roles as needed to provide exemplary client service in the bank branch by paying and receiving transactions and opening accounts.
Lead Universal Bankers are encouraged to build lasting relationships with clients by providing friendly service to problem solve and/or execute requests in a timely and efficient manner.
To be successful as a Lead Universal Banker one will exemplify being a self-starter and role model with a high degree of teamwork and interaction with fellow employees while performing a variety of duties including: speaking with clients to determine financial needs, recommending appropriate bank services, and resolving client inquiries.
Key Responsibilities Proactively manage client relationships by building rapport, understanding client needs and recommending solutions and appropriate products.
Expand and retain existing client relationships, as well as develop new business.
Act as a role model and lead other coworkers in achieving sales goals, and partnering with other lines of business to bring in new business and retain existing clients.
Work with Branch Coordinator to develop and implement strategies to meet and exceed sales, service and profitability goals.
Perform Client Care follow-up with clients after the sale to ensure their satisfaction and understanding of the products, while looking for cross-sell opportunities to deepen the relationship.
Maintains accurate balancing records while processing and scanning transactions through Teller software.
Provides assistance and guidance to clients regarding debit cards, mobile banking, remote deposit capture and enhanced account analysis.
Informs and advises clients about a variety of services pertaining to their deposit accounts such as ATM, CD, IRA'S, Direct Deposit, safe deposit boxes, wire transfers, foreign currency, foreign drafts, online banking, Bill Pay including Apple and Google pay, eStatements and additional products as appropriate including lending or investments needs.
Opens all types of deposit accounts. Prepares necessary account documentation and assists clients in completing necessary account documentation.
Documents client activity and events in client relationship management software.
Maintains the security and confidentiality of Bank and client information.
Opens and closes the branch on a rotating basis.
Act as a lobby lead for the branch by greeting, directing, and referring clients and phone calls as needed.
Proven sales track record. Demonstrates the Baker Boyer Client Service Commitment behaviors and strong desire to be successful.
Ability to lead by example and accept a leadership role in branch.
Goal oriented, self-motivated and enthusiastic to provide extraordinary client service.
Excellent client service skills: able to deliver professional and courteous contact with the public in person, on the phone or through written correspondence.
Ability to proactively build and maintain positive relationships by portraying an approachable and open-minded outlook.
Is a team player: willing to delegate important tasks or take on additional tasks, as needed.
Ability to portray a highly professional image at all times by observing bank dress guidelines and exemplifying self-confidence and poise.
Strong knowledge and ability to use and/or learn Microsoft Office Suite (Word, Excel, Outlook), and other banking software with proficiency and accuracy.
Ability to handle complex problems involving several variables, or seek additional support when needed.
Strong time management skills, attention to detail and accuracy; ability to efficiently organize and prioritize multiple tasks.
Aptitude to exemplify professionalism both in appearance and attitude.
Ability to read, write, speak and understand English.
Knowledge of/or ability to easily learn and maintain banking policies, procedures, services, and regulatory requirements.
Must be a self-starter who requires little to no supervision to meet goals.
Excels under pressure and confident handling last-minute details and changes.
Education and Experience: Associate's degree (A.
A.) or equivalent from a community college or technical school; or three to five years related experience and/or training; or equivalent combination of education and experience.
General understanding of financial services industry desired.
Physical Demands/Conditions Requirements:
The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen.
The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch.
The employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus.
Ability to sit at desk and work on computer.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Baker Boyer believes that each employee makes a significant contribution to our success.
That contribution should not be limited by the assigned responsibilities.
This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified.
It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.
Baker Boyer is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.
Location: Yakima, WA
Location/Region: Yakima, WA (98901)