Universal Banker II

Position Overview:

Responsible for providing exceptional service to all existing and potential clients.

Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions.

Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager.

Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects' expectations in every interaction.

They must adopt and live our core principals and display actions reflecting "Clients First" and "One Team" principles daily.

Key Responsibilities:


* Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.


* Effectively learn the most current branch technology and can encourage clients to use the technology offered.

Must learn to introduce clients to the available technology and educate them on the ease of usage.


* Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.

Identify clients with additional profit potential and develop action plans to expand these relationships.


* Actively participate in ongoing training and regular sales meetings.


* Understand partner's roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client's and prospects.


* Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications.


* Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.


* Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.


* Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.


* Ensure all work is processed and proof at days end.


* Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service.

Strive to provide exemplary service by anticipating client needs when promoting the bank's products and services


* Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.


* Must comply with all internal policies and external regulations.

Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in...