Under the supervision of the Branch Sales Manager (Operation Manager), the Senior Universal Banker will be responsible for selling BankNewport products and services to both new and existing customers. Bankers are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. The Sr. Universal Banker would also ensure an excellent customer experience by fulfilling service requests and providing efficient and accurate transaction processing. The Sr. Universal Banker will assist the Operations Manager in maintaining the operational integrity of the branch. The Sr. Universal Banker would be responsible for the vault cash and more complex teller transactions.
PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:
OTHER DUTIES AND RESPONSIBILITIES
BA/BS degree is preferred or equivalent experience in retail sales. Must have at least 6 months cash handling experience, at least 2 years of successful sales experience in a goal or incentive-based environment and at least 2 years of customer service experience. Must have excellent customer service, communications, problem solving, mathematical, organizational and sales skills. Must be able to handle multiple tasks simultaneously. Individual must be proficient with technology and Microsoft Office, specifically word and excel and possess familiarity with technical devices including tablets and smartphones.
Supervise Universal Bankers as needed
Independent Action: Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.
BankNewport has a sales oriented culture to which all employees must adhere. It is expected that both internal and external customers be treated with competence, courtesy and concern. We must strive, as employees, to discover our customers’ needs and to determine and decide which product or service best meets those needs. Following a discussion, a solution should be developed to meet or exceed the customer’s expectations.