9 days old

Universal Banker - Crossroads

Lead Bank
Kansas City, MO 64108
Apply Now
Apply on the Company Site
  • Job Code
    130667204

POSITION DESCRIPTION

Title: Universal Banker

Classification: Full time

Position Type: Non-Exempt

Expected Hours of Work: 7:30am-5:30pm Mon-Fri; 8:30am-12:30pm Sat (rotating schedule)

Reports to: Crossroads' Branch Manager

Location: Kansas City, MO

Summary/Objective

The Universal Banker will be responsible for greeting existing and potential bank clients; providing client support via in-person, phone, and computer; setting up new accounts; processing client checking and savings account transactions; providing ongoing client support; and generating new business. Candidate must perform all tasks with a high degree of confidentiality, accuracy, and according to mandated timelines.



Essential Functions

Utilize CRM (Customer-Relationship Management) system.

Evaluate needs of potential clients and offer appropriate financial products and services.

Initiate and open new accounts, to include making debit cards and ordering checks.

Facilitate initial credit discussions with client, including business, personal, and credit products.

Make presentations to existing and potential clients.

Provide ongoing relationship servicing to clients to further business, to include status or enhancements to account productivity and suggestions for any resolutions.

Generate new business and identify referral opportunities.

Complete checking and savings account transactions to include verifying deposit amounts and customer account

balances, handling cash, and check examination via an on-line terminal.

Inspect all checks, bonds, money orders, and savings withdrawals to determine their negotiability.

Receive and verify loan payments.

Answer and route phone calls and give/take the appropriate information.

Perform other duties as assigned.

Competencies:

Basic knowledge of credit processes and standards.

Basic knowledge and experience in using CRM software to manage service to clients.

Build relationships, both internal to the bank, as well as with clients.

Participate in industry training with regards to regulations, products, and services.

Physical Demands:

Regular requirements:

o Sit

o View computer monitors

o Talk

o Hear

o Stand

o Walk

o Use hands to type / handle / feel

o Reach with hands & arms

May be required:

o Lift up to 20 lbs.

Travel:

Periodic travel to other Lead Bank branches, client locations and some overnight travel to conferences.

Required Education and Experience:

Minimum High School Diploma

Proficiency with Microsoft Office product suite (Excel; Word; Outlook)

Preferred Education and Experience

Associate's Degree or Bachelor's Degree

Previous banking experience

**Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



PI130667204
Posted: 2021-02-19 Expires: 2021-03-23

Job Opportunities

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Universal Banker - Crossroads

Lead Bank
Kansas City, MO 64108

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast