General Information

Job Title: Universal Banker I, II, III, or, IV Hiring Pay Range: Universal Banker I - $17.50 - $19.25 per hour Universal Banker IV - $20.50 - $25.25 per hour The hiring pay range for this position is commensurate with the level of relevant experience and education. This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program. ? Health & Wellness Benefits (Subject to Eligibility Requirements) Minimum 4 Weeks of Paid Time Off (PTO) 11 Paid Holidays Medical, Dental, and Vision Insurance Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts Company provided Life, AD&D, and Disability Insurance with supplementation options 401(k) plan with discretionary company match and profit sharing Discretionary annual bonus and employee referral incentives Employee Assistance Program (EAP) Tuition Reimbursement Program Spanish Communication Assistant Program Incentive ?

Summary Responsible for demonstrating excellent customer service in accordance with Sturm Financial Group's Mission, Vision, Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate. ? Essential Duties and Responsibilities Processes paying/receiving transactions and maintains accurate records of all transactions. Cashes checks within assigned limits and stated guidelines. Responsible for daily cash settlements of cash and proof transactions. Balances cash drawer. Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts. Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property. Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence. Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within the organization. Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including Provides efficient and courteous customer service, researching problems and implementing appropriate resolution. Delivers the quality of service as defined by department and company standards. Maintains confidentiality as defined by department and company standards. Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the posit Adheres to all bank policies, procedures, and regulatory requirements. Participates in training and development activities to enhance job knowledge and skills. Supports the company's Mission, Vision, and Values. Other duties as assigned. ? Education and/or Experience: Universal Banker I No experience required. Previous customer service or cash handling experience preferred. Bilingual in Spanish preferred but not required. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Basic computer skills and proficiency in Microsoft Office applications. Basic knowledge of banking products, services, and regulations preferred.

Universal Banker IV Minimum 4 years prior bank experience perfor ing teller or personal banker duties for external candidates. Minimum 2 years prior bank experience performing teller or personal banker duties for internal candidates. Bilingual in Spanish preferred but not required. Proficient computer skills and proficiency in Microsoft Office applications. Subject matter expert on banking products, services and regulations.

Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran

Anticipated Date of Application Window Closure: 9/25/2024 (or until filled)