Universal Banker I

Pinnacle; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial institution in the UK is looking for a Universal Banker I to provide exceptional customer service and support banking operations. You will be responsible for efficiently completing transactions and building long-term customer relationships by understanding and meeting individual financial needs. The ideal candidate has a high school diploma and some experience in banking or customer service. This role emphasizes attention to detail, leadership skills, and a commitment to providing outstanding service.

Qualifications

• High school graduate with equivalent work and skill experience.
• One year banking, customer service, and/or sales experience preferred.
• Ability to interpret financial information and conduct business-level math.

Responsibilities

• Demonstrate exceptional customer interaction.
• Complete customer transactions efficiently and accurately.
• Build long-term customer relationships.

Skills

Customer service

Sales experience

Leadership

Attention to detail

Mathematical skills

Education

High school diploma or equivalent

Tools

Microsoft Office

SharePoint

Job description

Job Description

Employer Department: Pinnacle Bank Retail

Job title: Universal Banker I (Non-Exempt)

Supervised by: Retail Sales Manager / Branch Manager

Job Summary

The Universal Banker is responsible for demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities, demonstrating accurate knowledge of the bank's products and services, ensuring superior quality service in completing all customer transactions, matching the financial needs that achieve those customer goals with product and service solutions, growing the deposits of the bank by creating an exceptional customer experience while providing and filling customer needs as they occur in the branch environment, building long-term customer relationships with a focused group of customers by being knowledgeable of the customer base, and proactively uncovering individual customer financial goals, maintaining a positive service mentality, and having the capacity to successfully satisfy the customer while considering the resources and needs of the organization.

The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.

Skills, Knowledge, Talents

• Education: High school graduate with equivalent work and skill experience.
• Prior Experience: One year banking, customer service and/or sales experience preferred.

Required Skills And Knowledge

• Operate with an Innovative Edge.
• Show Leadership.
• Comprehensive knowledge of the bank's products and services and willingness to serve.
• Function efficiently in a network environment and have working knowledge of Microsoft Office and SharePoint.
• General business-level math, general accounting knowledge (i.e., debits, credits, and understanding of the bank's account reconciliations).
• Project a professional image by adhering to guidelines in the employee handbook.
• General understanding of the Federal Reserve Banking System.
• Collect, research, and analyze information skillfully.
• Self-starter, creative thinker, flexible, eager, nurturing, open to change, and exhibit good judgment.
• Lead by example, attentive to detail, work well with others, and responsive to supervisory guidance.

Core Value

Operate with an Innovative Edge

Show Leadership

Equal Opportunity

Pinnacle Bank is an Equal Opportunity Employer and a Drug-Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse workforce and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.