First Bankers Trust Company is seeking a detail-oriented Sr. Universal Banker to support exceptional customer service, relationship development, and accurate retail banking operations.
Why Join Our Team?
We offer a competitive benefits package designed to support our employees’ health, financial security, and work-life balance, including:
- Medical, dental, and vision insurance
- Employer-sponsored retirement plan with company match and profit sharing
- Paid time off, paid holidays, and additional leave benefits
- 12 hours of volunteering time off per year to help make a difference in your community
- Life and disability insurance
- Employee wellness and assistance programs
- Professional development and growth opportunities
- Opportunity to participate in special interest groups, such as Young Professionals, or one of our Employee Resource Groups
The Sr. Universal Banker serves as a single point of contact for customers; identifying customer needs, building customer relationships, and developing and executing sales, service and referrals. This position’s multifaceted responsibilities range from accurate cash handling and transactions to product and service sales, and referrals to other lines of business. Required skill sets for success in this position include key product knowledge, relationship building, business development, customer service, and expert referral skills. This position will work closely with our retail, operations, and lending staff members.
- Builds and maintains strong relationships with potential and existing clients to drive sales and meet or exceed sales targets, while also fostering loyalty and retention.
- Identifies customer’s needs and provides bank products and services as tailored solutions to ensure the customer is informed, fully understands the products and services, and is confident in the bank’s offerings.
- Actively promotes and sells retail products and services to meet individual and branch-level sales targets
- Provides accurate cash handling and positive client relations while performing a variety of sales and service functions under minimal supervision.
- Establishes files and records associated with setting up and maintaining personal and business account products and services, including but not limited to online and mobile banking, cash management, payroll, ACH, fraud protection and merchant capture services.
- Provides direction, assists, and trains retail staff
- Assists clients with complex problems or questions regarding their accounts
- Ensures efficiency of branch services operations and adhere to policies and procedures.
- Occasionally travels to different branches to support the retail needs of each branch as requested.
- Attends Branch meetings and scheduled meetings for bank wide participation.
- Participates in community and/or outside sales events to support the branch/market.
- Performs other duties as requested or assigned.
Additional Expectations & Scheduling Requirements:
- Sr. Universal Bankers may be required to work Saturdays as part of the branch staffing rotation. When assigned to Saturday coverage, this position is expected to serve in a lead role, providing guidance, decision support, and oversight to other branch staff on duty.
- In recognition of these added responsibilities, Senior Universal Bankers are eligible for a Saturday pay differential of $5.00 per hour for hours worked on Saturdays, applied through the payroll system.
- Participation in Saturday coverage and eligibility for the differential are subject to scheduling needs and Company policies.