Traveling Universal Banker

Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:

• Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
• Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
• Understand, promote, and advise on the bank's products, services and digital delivery channels.
• Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
• Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.

• Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Handle and resolve client problems and complaints in a quick and efficient manner.
• Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
• Assist associates with balancing their drawers and locating errors.
• Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
• Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
• Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
• Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
• Engage in personal development activities such as online learning and internal/external training to assist in career growth.

• Identify and act on opportunities to refer clients to specialists in other lines of business.

• Perform PA's, aisle time, and other promotional activities (if applicable).
• Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
• Follow Centier's Mission, Essentials of Excellence and Values in all interactions.

Other Duties and Responsibilities:

• The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
• Mentor fellow associates on various tasks and assignments.
• Available to work evenings, some weekends and at other branches as needed.

Skills and Experience:

• Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
• Proofread and verify written materials.
• High attention to detail to ensure accuracy.
• Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
• Make texture judgments in verifying the authenticity of currency.

• Ability to work well with others and in a team environment.
• Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
• Consultative skills to identify a client's financial needs and recommend solutions.
• Adopt new technology, system conversions and software rollouts to successful implementation.
• Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
• Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
• Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.

Qualifications:

• High School diploma or equivalent.
• Banking experience is a plus, but not required.
• Minimum of six months customer service/cash handling experience is desirable.

Traveling Universal Banker Expectations
The Traveling Universal Banker role is responsible for traveling daily to banking centers within our footprint. Please note that associates may travel to locations in any of our communities including:

• Northwest Indiana Market - Cedar Lake, Chesterton, Crown Point, Dyer, East Chicago, Gary, Griffith, Hammond, Highland, Hobart, Lowell, Merrillville, Munster, Portage, Schererville, South Haven, St. John, Valparaiso, Whiting
• Michiana Market - Elkhart, Fort Wayne, Goshen, Granger, LaPorte, Michigan City, Mishawaka, Plymouth, South Bend
• Indianapolis Market - Carmel, Fishers, Indianapolis, Westfield, Whitestown, Zionsville
• Lafayette Market - Lafayette, West Lafayette

The manager will do their best to keep associates as close to home as possible. Having flexibility to travel to all branch locations within the respective market is required. These positions will float as needed, with or without prior notice. Please note that Traveling Universal Bankers will receive a gas allowance to help compensate for the travel involved in with this position.
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Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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