Universal Banking Specialist

Job Description

Job Description

First Western Bank & Trust has a full-time opening for a Universal Banking Specialist at our Chandler, AZ location.

We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.

With all the benefits listed above, this is a great opportunity for the right candidate!

UNIVERSAL BANKING SPECIALIST OVERVIEW

Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence; establish and develop relationships with new consumer and business bank customers.

• Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional manner
• Properly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary information
• Maintain responsibility for cash drawer and follow proper balancing procedures
• Handle a wide variety of customer banking matters accurately and efficiently; includes cashing checks; making checking and savings account deposits and withdrawals; processing credit card, loan and ACH payments; calculating loan payoffs; redeeming savings bonds; processing coin and currency orders; ordering new and issuing temporary checks; selling and issuing gift cards and travel cards, and wire transfers
• Assist customers with debit card maintenance and account maintenance; includes name changes, address changes, deposit product changes, and CD renewals, and signer changes for business accounts
• Deepen and enrich current consumer and business customer relationships through identifying needs, providing the best bank products and services to meet customer’s financial needs, and using cross-sell and referral opportunities
• Establish and develop solid relationships with new consumer and business customers through identifying needs, providing the best bank products and services for customers' financial needs, and using cross-sell and referral opportunities
• Open and manage consumer accounts including Individual Retirement Accounts; Health Savings Accounts; checking, savings, money market, certificates of deposit, and safe deposit accounts
• Open and manage business accounts including checking, savings, money market, certificates of deposit, and safe deposit accounts

• High School diploma or general education degree (GED) required
• One year of banking experience preferred
• Knowledge of customer service principles and practices
• Knowledge of administrative and clerical procedures

TELLER SKILLS/ABILITIES

• Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills
• Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional manner
• Must have proficient spoken and written English language skills
• Must have cash handling, general math, and computer skills

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.