Busey
Universal Banker III | St. Charles
Busey, Saint Charles, Missouri, United States,
WHAT YOU'LL DO
The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non-customers in a needs-based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service.
WHAT YOU'LL BRING
Duties:Identify customers' and non-customers' lending needs and sell all appropriate products and services.Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met.Act as an on-the-job coach to new Universal Bankers and Tellers; ensuring that they have continuedsupport during and after the mentor period.In concert with Service Center leadership and the Private Client team, cross-sell a full range of bankingservices and products to present and potential customers.Perform basic teller transactions.Make referrals to Bankers.Balance cash drawer on a daily basis.Scan work for image branch capture.Knowledge of:
Strong sales and customer service skillsStrong oral and written communication skillsBasic math and accounting functionsThe basic tenets of lending and assessing a customer's financial needsAbility to:
Accurately count moneyPerform duties and make decisions under frequent time pressuresStand for extended periods of timeLift 50 poundsExplain products and services to current and potential customersIn concert with Service Center leadership and other LOB, participate in cross-sellingEDUCATION & TRAINING
Requires a High School diploma.2 years of banking experience with lending responsibilities required1 year of previous training and/or combination of mentorship, military or management experiencerequiredPursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all UniversalBankers (if lending) are required to maintain current registration with the Nationwide MortgageLicensing System & Registry ("NMLS"). If such registration is not active as of the hire date, theUniversal Banker must immediately attain active registration upon employment. Universal Bankerswho fail to maintain an active and current registration will be unable to lend and may be subject todisciplinary action, up to and including termination of employment.Requires knowledge of Microsoft Office.STANDARDS OF PERFORMANCE
Customer Service - Adheres to The Busey Promise service standards set by Service Excellence in orderto anticipate and exceed the needs of our customers, both internal and external.Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary toprovide the appropriate quantity and quality of work in a timely and efficient manner.Accountability - Work behaviors demonstrate responsible personal and professional conduct, whichcontributes to the overall goals and objectives of Busey.Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintainsmooth working relations.Attention to Detail - Working in a conscientious, consistent and thorough manner.Oral Communication - Communicating ideas and information verbally to ensure that information andmessages are understood and have the desired impact.Sales Focus - Providing added value and needs based solutions to clients.
WORK ENVIRONMENT
Duties are performed in an office setting and include physical demands such as the manual dexterity and skill to operate standard office equipment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of this position.
The above statements are intended to describe the general nature of work being performed by peopleassigned to this job. They are not intended to be considered an exhaustive list of all responsibilities,duties, and skills of the people so classified.
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non-customers in a needs-based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service.
WHAT YOU'LL BRING
Duties:Identify customers' and non-customers' lending needs and sell all appropriate products and services.Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met.Act as an on-the-job coach to new Universal Bankers and Tellers; ensuring that they have continuedsupport during and after the mentor period.In concert with Service Center leadership and the Private Client team, cross-sell a full range of bankingservices and products to present and potential customers.Perform basic teller transactions.Make referrals to Bankers.Balance cash drawer on a daily basis.Scan work for image branch capture.Knowledge of:
Strong sales and customer service skillsStrong oral and written communication skillsBasic math and accounting functionsThe basic tenets of lending and assessing a customer's financial needsAbility to:
Accurately count moneyPerform duties and make decisions under frequent time pressuresStand for extended periods of timeLift 50 poundsExplain products and services to current and potential customersIn concert with Service Center leadership and other LOB, participate in cross-sellingEDUCATION & TRAINING
Requires a High School diploma.2 years of banking experience with lending responsibilities required1 year of previous training and/or combination of mentorship, military or management experiencerequiredPursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all UniversalBankers (if lending) are required to maintain current registration with the Nationwide MortgageLicensing System & Registry ("NMLS"). If such registration is not active as of the hire date, theUniversal Banker must immediately attain active registration upon employment. Universal Bankerswho fail to maintain an active and current registration will be unable to lend and may be subject todisciplinary action, up to and including termination of employment.Requires knowledge of Microsoft Office.STANDARDS OF PERFORMANCE
Customer Service - Adheres to The Busey Promise service standards set by Service Excellence in orderto anticipate and exceed the needs of our customers, both internal and external.Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary toprovide the appropriate quantity and quality of work in a timely and efficient manner.Accountability - Work behaviors demonstrate responsible personal and professional conduct, whichcontributes to the overall goals and objectives of Busey.Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintainsmooth working relations.Attention to Detail - Working in a conscientious, consistent and thorough manner.Oral Communication - Communicating ideas and information verbally to ensure that information andmessages are understood and have the desired impact.Sales Focus - Providing added value and needs based solutions to clients.
WORK ENVIRONMENT
Duties are performed in an office setting and include physical demands such as the manual dexterity and skill to operate standard office equipment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of this position.
The above statements are intended to describe the general nature of work being performed by peopleassigned to this job. They are not intended to be considered an exhaustive list of all responsibilities,duties, and skills of the people so classified.
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.