The Senior Universal Banker reports to the Retail Branch Supervisor/Manager and provides management support in daily supervision and leadership of branch staff. The Senior Universal Banker is also responsible for building and deepening consumer and small business relationships by providing exceptional customer service and recommending appropriate customer solutions.
Essential Responsibilities:
- Accept and accurately process a variety of financial transactions for customers, including typical consumer and business transactions
- Seek opportunities to develop customer relationships and identify relationship building opportunities by anticipating customer needs and asking questions to help understand the customer needs
- Sound understanding of consumer, business, and fiduciary accounts and knowledge of all consumer and business services
- Maintain responsibility for cash handling and proper balancing procedures along with other daily branch responsibilities
- Complete scheduling, staffing mix, and time reporting for your respective branch to ensure the branch has adequate coverage during all times during the business day.
- Participate and help lead daily branch huddles to ensure staff engagement with operational or goal related updates
- Maintain compliance with policies and procedures regarding the Bank Secrecy Act, Regulation CC, and Regulation E, Bank Security and any other regulations and bank policies that apply to your position.
Preferred Education, Experience, Technical Knowledge, and Skills:
- 2+ years retail banking experience
- Associates degree preferred
- Some management experience
- Proficient in Microsoft Office suite and any banking software used in the branch
- Training and mentoring skills
- Customer focused service and sales skills
- Overall knowledge of bank operations
- Knowledge of Policies and procedures
Compliance:
- The employee is responsible and accountable for establishing and following procedures to ensure compliance with all applicable regulatory rules and regulations. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational.
- Bank of Washington will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job.
The Bank of Washington is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
