Job Description

The Personal Bankers builds and maintains strong customer relationships. They provide exceptional service, process transactions, place customers in appropriate account, cross-sell other bank services and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales behind the teller line.

UNL Branch: Full-Time (40 Hours), Monday - Friday 8:30am - 5:00pm

Essential Functions:

• Embrace the Union Bank culture by delivering a high level of customer service and professionalism.
• Accept and accurately process all financial transactions.
• Assist customers with all account requests.
• Develop and maintain good working relationships with all areas of both UBT and UNL ensuring that we are adequately servicing all UNL clients meeting all of their personal financial needs.
• Lead by example, support and assist branch in achieving goals set by management on a consistent basis.
• Review and maintain knowledge of products, fees and policies, and stay current on offerings for product suggestions.
• Research and resolve customer questions and concerns in a timely manner.
• Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth.
• Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Assist and participate with Marketing as well as UNL branch with innovative and creative ideas to market on the UNL campus.
• Perform other job-related duties or special projects as assigned as well as attend events that may be outside traditional banking hours, including:
  • New Student Enrollment (NSE) on campus events as scheduled
  • Annual events (outside bank hours):
    • Big Red Welcome
    • NSE
    • Party at Union
    • NSE Leader Dinner
  • Additional events may be scheduled.

Qualifications:

• Previous banking and/or demonstrated sales experience.
• Proven abilities in cross-selling Union Bank’s products, services and referrals.
• Basic math and proficient computer skills.
• Cash handling and customer service experience preferred.

Working Environment:

Indoor work – not exposed to outdoor elements or hazards.

Ability to stand and/or walk for prolonged periods of time.

Some sedentary work lifting and/carrying up to 50 lbs. occasionally.

The UNL calendar differs from a traditional bank calendar. The UNL branch is open President’s Day, Veteran’s Day and Columbus Day and closed during all UNL shut downs.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.