Floating Universal Banker

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JOB FUNCTION / SUMMARY:

A Client Solutions Specialist 1 serves as an operational ambassador by operating in a dual capacity as needed by overseeing and assisting in the teller area, as well as, acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Assists in mitigating operational loss within a financial center to include managing financial center and vault cash limits, granting staff supervisory override for transactions, ensuring proper hold placement and outage resolution.

• Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM, Cash Dispense and Recycler Machines, Currency Counter and Coin Sorters to provide financial services.

• Performs research and problem-resolution for client issues as they arise.

• May be responsible for ensuring the completion of the staffing and scheduling coordination and duty assignments to ensure efficient operation of the financial center.

• Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making

• Ensures operational and financial safety and soundness. Maintains awareness of the environment, the situation, and the client; leverages lobby management as a tool for managing client interactions and risk.

• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client’s overall financial needs.  This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.  

• Proactively educate clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week.

• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.

• Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.

• Processes a variety of routine and complex transactions for financial center clients, including deposits, withdrawals, and loan payment processing.

• Engages in client and/or prospect management activities.

• Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.

• Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.

• Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.

• Will be asked to perform the duties of the role based upon the needs of the financial center.

• Adheres to professionalism standards to include demeanor, dress and work area orderliness.

• Support the Bank's strong risk management culture through awareness, knowledge and sound decision-making.

• Ensure operational and financial safety and soundness.  Maintain awareness of the environment, the situation, and the client.  Leverage lobby management as a tool for managing client interactions and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• High School Diploma or general education degree (GED) is required.

• Bachelor’s degree preferred.

• Prior sales or client service experience required; prior banking experience highly preferred.

• Minimum 1 year of cash handling experience required.

• Ability to form and expand client relationships.

• Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook).

• Ability to learn and navigate multiple banking systems and applicati