Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Job Description
UNIVERSAL BANKER
Location: | Belmont | Department: | Belmont | |
Reports to: | Branch Manager | Positions Supervised: | None | |
Employee Classification: | ☐ Temporary ☒ Regular Full Time ☐ Part-Time | |||
FLSA Status: | ☒ Non-Exempt ☐ Salary ☐ Hourly ☐ Exempt ☐ Commission | |||
Position Summary:
The Universal Banker plays a key role in providing retail banking services and products to bank customers. The
Universal Banker is “Guaranty Bank” to retail customers. In addition to performing a variety of tasks associated with
transacting customer requests and verifying the completeness of retail banking transactions, the Universal Banker is in
the prime position to develop new business opportunities with current and potential customers.
Essential Functions-Primary Responsibilities and Accountabilities (90%):
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations can be made to help enable qualified individuals with disabilities to perform the essential functions.
Essential Task Statement(s)
Relationship and Business Development (40%)
Customer Service (30%)
Branch Operations/Ownership (20%)
Additional Functions-Secondary Responsibilities and Accountabilities (10%)
Additional Task Statement(s)
Position Qualifications
Education: Required – High School Diploma or equivalent.
Preferred – Post –secondary certificate or degree in Accounting, Finance or Business, experience will be
considered.
Experience: Required – 1 -2 years of experience in banking, insurance or other related field.
Preferred – Previous office experience.
Licenses and
Certifications: Required – None
Preferred – Notary
Position Requirements
Competency Statement(s)
Physical Requirements:
Physical requirements needed to perform the above essential duties, with or without reasonable accommodation, may be requested from Human Resources.
| Frequency | Lbs. |
Sitting | 90% |
|
Standing | 5% |
|
Walking | 5% |
|
Fine Manipulation of hands | 85% |
|
Lifting | Daily | 10 lbs. |
Carrying | Daily | 10 lbs. |
Pushing/Pulling | Seldom |
|
Bending/Squatting | Rarely |
|
Reaching/Overhead | Occasional |
|
Stress Level | High at times |
|
General notice:
The bank has reviewed the job description to ensure the essential functions and basic duties are current. This job description describes the general nature and level of work performed by the employee holding this position. It provides guidelines for the job expectations and the knowledge, skills, and abilities necessary to perform successfully in this position. This job description in no way states or implies that these are the only duties to be performed. Additional duties and responsibilities may be assigned by supervisors as deemed appropriate. This position does not constitute an employment agreement between the Bank and employee. This position description is subject to change as the needs of the bank and the requirements of the position change.
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