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Universal Relationship Officer (Banker)

Location: Denver
Posted on: September 17, 2023

Job Description:

At Blue, we discover pathways to realize your possibilities. Our Universal Relationship Officer position is the Customer Ambassador for the financial institution with the overall purpose of providing quality and efficiency to customers, often through digital or electronic interfaces. The Universal Banker is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for the sales and servicing of all bank products and services. The incumbent works with the operations and sales team to achieve personal goals in the areas of deposit growth, business relationship growth, and consumer relationship growth. The incumbent also maintains current knowledge of competitor products, services, and current promotions. The incumbent is also responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards. This position also focuses on:

  • Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and posts transactions into bank records via an on-line terminal. Cashes check and pays money from savings and checking account upon verification of signatures and members account balances.
  • With a good understanding of the bank products/services and the members's current relationship, offers information on products and services that can benefit the member and enhance their credit union relationship. Evaluates needs of potential members and offers appropriate financial products and services.
  • Prepares and compiles new member application and information to open new accounts. Ensures signature cards are complete.
  • Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
  • Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff as necessary. EXPERIENCE: - To perform this job successfully, an individual should have proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel) and advanced keyboarding and ten-key skills. EDUCATION/CERTIFICATIONS/LICENSES: -A high school degree or equivalent. Full Time Position
    Compensation Range: $26.19 - $35.71For more information about the Blue culture, please check out these links for a glimpse at the culture we strive to exceed for our employees and members: -Culture BluePrint -and -Working at Blue

Keywords:, Denver , Universal Relationship Officer (Banker), Other , Denver, Colorado

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