Universal Banker I- Eagle River Branch 35-37 hr/wk

at  Northrim Bank

At Northrim Bank, our vision is to be Alaska’s premier bank and employer of choice. We are looking for professional and knowledgeable employees who take pride in their work. We believe in providing value for our customers and communities.

POSITION SUMMARY

The Universal Banker provides a full range of banking sales and services to customers within the branch. This position processes over the counter transactions and initiates sales activities designed to retain existing relationships and enable growth of new relationship. May originate and close consumer loans as well as service products, if properly licensed, available through Northrim Investment Services (NIS).
The following duties are intended to provide a representative summary of the major duties and responsibilities and ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional duties.

UNIVERSAL BANKER I

• Spend minimum 25% of time focused on calls to existing and prospective customers, continuously seeking out and pursuing new sales/relationship building opportunities, including follow-up at established intervals.

UNIVERSAL BANKER II

• Spend minimum 50% of time focused on calls to existing and prospective customers, continuously seeking out and pursuing new sales/relationship building opportunities, including follow-up at established intervals.
• Provide operational support for branch to include approvals, overrides and training.

EDUCATION

• High School Diploma or equivalent.

KNOWLEDGE & COMMUNICATION SKILLS

• Outgoing, confident and have a credible sales-oriented personality.
• Advanced customer service skills, consultative sales skills, and communicate information in a positive and professional manner.
• Enjoy working in a fast-paced environment that requires attention to detail and accuracy.
• Competently read, write, and speak English sufficiently to comprehend, analyze, and effectively communicate business memorandums, technical procedures, and government regulations.
• Must understand and have the ability to implement applicable compliance requirements.

ANALYTICAL & DECISION MAKING SKILLS

• Able to resolve complex problems/situations with limited assistance.
• Analytical ability is required in order to determine solutions to varied, difficult and complex problems.
• Able to provide comparative information regarding bank deposit product/services, electronic banking and merchant services.
• Strong organizational and time management skills and the ability to perform independently in setting objectives and determining how to proceed.
• Able to multi-task and accomplish a high degree of accurate work that adheres to established processes, procedures and regulations.

COMPUTER/SOFTWARE/OTHER EQUIPMENT SKILLS

• Intermediate knowledge of MS Office Suite, including Word, Excel, PowerPoint, and Outlook. Ability to operate standard office equipment such as PC, printer, fax/copier, and telephone.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Focus on retention and relationship growth of existing personal and business customers.
• Refer, sell and open deposit products/services to fit the customers’ needs.
• Make referrals to appropriate departments and affiliates.
• Educate customers with respect to Northrim Bank product/service options.
• Identify cross-sell opportunities to gain and retain banking relationships with customers.
• Assist customers to resolve problems. Manage the customer experience in order to consistently exceed customer expectations.
• Perform over-the counter general and complex paying and receiving transactions.
• Make presentations on financial services to professional, non-profit groups, and/or commercial customer employees to attract new clients.
• Control currency and coin in a responsible manner within security guidelines and drawer limits.
• Ensure cash drawer is balanced daily within Northrim Transaction Error/Outage Guidelines.
• Originate and close consumer loans.
• If properly licensed, sell and service products/services offered through NIS.
• Complete online, written and in-person compliance training within established timeframes.
• Other duties as assigned.