Universal Banker Manager (2024)

Posted: 05/20/2024

Primary Function: Provide support, manage performance and personnel functions for Branch Operations Supervisors, Universal Banker Trainers and Universal Bankers.

PrincipalResponsibilities and Duties:

• Directly oversees Branch Operations Supervisors and Universal Banker Trainer
• Responsible for ensuring general appearance, maintenance and safety of the branches and that all security policies and procedures are followed at all locations.
• Report any branch issues, concerns, or improvements to Retail Banking Officer.
• Responsible for any after-hours emergency at branch locations including but not limited to power outage, alarms, or bad weather conditions if Branch Operations Supervisor is unavailable.
• Monitor, review and report quarterly audit completion as required.
• Act as backup to mark overdrafts for branches and monitor charge offs if Branch Operations Supervisor is unavailable.
• Responsible for the Universal Banking Department budget
• Responsible for managing, developing and coaching the bank’s Universal Banker Team. Additionally, completes performance reviews and manages timecards of Branch Operations Supervisors and Universal Banker Trainer.
• Promote communication between all branches and conduct regular Branch Operations Supervisor meetings.
• Regularly work from all bank branches within the network on a rotating basis.
• Responsible for the Universal Banker Vacation and Saturday Schedule
• Serve as a notary to notarize documents, and as an authorized Medallion Signature Guarantee signer as needed.
• Maintains knowledge of bank products and services and is able cross sell.
• Assist Universal Bankers and Branch Operation Supervisors on an “as needed” basis during regularly scheduled work hours to answer questions on all retail products, including but not limited to; new accounts, products, services, checking, savings, certificate of deposits, IRAs and HSAs, loan applications, safe deposit boxes, online banking, mobile banking, e-statements, ATM and debit cards, checks, deposit slips, endorsem*nt stamps, domestic wires, foreign wires, savings bonds, stop payments, fund transfers, balancing cash drawers, recyclers, ATM, etc.
• Understand required paperwork for Trust Accounts, Estate Accounts, Corporate Accounts, LLC Accounts, DBA Accounts, Representative Payee Accounts and Personal Representative Accounts.
• Comply with all laws, regulations, bank policies and procedures, including specifically Citizens National Bank’s Bank Secrecy Act and Anti-Money Laundering Policy and procedures, and its Customer Identification Program.
• Maintain regular consistent attendance, personal appearance, punctuality and adherence to applicable health and safety procedures.
• Establish and maintain efficient working relationships with supervisors, co-workers, and customers.
• Other duties as assigned.

Skills and Abilities Required:

• Leadership skills – ability to lead a team.
• Superior customer service skills
• Excellent verbal and written communication skills.
• Excellent attention to detail
• Organizational skills and ability to multi-task
• Proficient knowledge of computer systems and ability to operate standard office equipment.
• Ability to work independently and as a team.

Education and Experience Required:

• High School diploma or equivalent.
• 2-3 years Universal Banking experience or equivalent banking experience
• Knowledge of banking laws and regulations
• Good understanding of financial products and services
• Preferred management and/or human resource experience

Please send your resume and cover letter to VP, Human Resources, Trisha Dobias at dobiast@cnbismybank.com or mail to her attention, 303 N. Main Street, Cheboygan, MI 49721. CNB is an Equal Opportunity Employer.

Universal Banker Manager

Citizens National Bank

Trisha Dobias

• 303 N Main Street Cheboygan MI 49721
• (231) 627-7111
• (231) 627-7823
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Additional Postings available from Citizens National Bank

Universal Banker - Full Time