Universal Banker

Boulder, CO


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Type: Contract-to-Hire

Category: Administrative

Salary: 18.00 Per Hour

Reference ID: 480240

Start Date: 01/25/2021

End Date: 02/03/2021

Shortcut: http://careers.addisongroup.com/Ys1tR9


Universal Banker 

Address: Boulder, CO

Duties:

  • Opens accounts, handles cash transactions, sells cross-sells bank products and services, and resolves complex customer service issues
  • Refers customers to other business areas of the company as appropriate.
  • Maintains a current knowledge and consistent compliance with bank secrecy act (bsa) requirements
  • Maintains current knowledge and consistent compliance with other banking regulations and bank policies and procedures related to the position.
  • Processes paying receiving transactions and maintains accurate records of all transactions.
  • Cashes checks within assigned limits and stated guidelines.
  • Responsible for daily cash settlements of cash and proof transactions.
  • Opens checking, savings, money market and certificates of deposit accounts
  • Orders check and atm debit cards and provides starter checks for new accounts.
  • Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products services; actively pursues potential customers.
  • Identifies customer’s financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence.
  • Displays knowledge and proficiency in explaining, selling, and administering products; refers customers to appropriate resources within the organization.
  • Actively profiles customers to understand their complete financial services needs and recommends products and services based on those needs.
  • Identify cross-sell and referral opportunities to broaden customer banking relationships. Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs.
  • Delivers the quality of service as defined by department standards.

Pay: $18 – 21 Depending on experience

Perks: Goal will be to grow this person up within the branch as they grow

Hours: M – F 8 - 5 NO WEEKEND SHIFTS!

Selling points: 1. No weekend shifts! 2. Amazing small bank mentality- no late night call blasting to customers, or pesky metrics to hit 3. Covered Garage parking for employees- can use on the weekends/evenings for personal outings as well!!

Technical Skills:

  • 6 months+ of cash handling and customer service
  • Interest in Banking/Financial Services industry
  • Go-getter, moldable and eager

 

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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