Universal Banker Manager

Posted 3/6/2025 - Open until Filled

• Directly oversees Branch Operations Supervisors and Universal Banker Trainer

• 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.  Additional Human Resource functions

• Human Resources responsibilities including but not limited to conducting interviews and arranging for initial onboarding and training of newly hired Universal Bankers.  

• 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.

• 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, endorsement 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.

• 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
• Computer literacy, including knowledge of basic software applications
• Ability to work independently and as a team.

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