Universal Banker I

Full Time
Florida
Posted
Job description
It’s a great time to join AAA The Auto Club Group!
JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD
Job Type:
Full time

Exempt/Non Exempt:

Hourly
Job Description:

  • This is a hybrid position and will report to the Tampa, FL office 1 day a week.
Universal Banker I – The Auto Club Group
What you will do:

Primary Duties and Responsibilities:
Provide outstanding, courteous and friendly service, which exceeds member expectations, while working within service standard guidelines. Ability to use a relationship-building consultative approach to determine member financial needs, in a fast-paced, high volume bank call center or branch. Operate under direct supervision while receiving instruction and guidance from management and senior level staff. Primary focus is on performing routine tasks and executing daily deliverables as directed. Develop knowledge and skills within assigned discipline. Use existing procedures to solve routine or standard problems. Provide immediate resolution to issues or refer to appropriate staff for additional assistance. Continue to grow in this learning role completing required training and taking on new assignments as the organization grows.
Communicate with customers by phone, email or online chat. When operating in a branch environment, will also communicate with the customer in person, distribute cash and complete daily branch activities such as balancing drawers and scanning documents. Handle entry-level service requests and account or product inquiries. Provide information regarding basic bank account transactions, servicing protocols and product features. Assist customers by processing core deposit and financial transactions to include, but not limited to: account set-up, closing deposit accounts, password resets, electronic funds transfers (EFT), Automated Clearing House (ACH) transactions, CD set-up, etc. Help customers with technical difficulties related to online, mobile and automated banking systems. Navigate through various sources to gather the necessary information in order to respond to customer questions and resolve issues. Make outbound calls to follow-up on applications and service requests. Follow-up with customers, Agents and internal departments to ensure that all documentation is received and in compliance with bank procedures. Provide seamless service while ensuring accurate processing in order to meet or exceed Bank customer service levels and efficiency standards. Ensure adherence to regulatory and corporate polices and requirements.
Identify opportunities to cross-sell bank products (e.g., CDs, IRA accounts, credit cards, loans) and The Auto Club Group’s membership and insurance products/services. Will have opportunities to conduct sales calls in the effort to retain existing customers and grow our trusted relationships. Refer customers to the appropriate area (i.e.: Mortgage, Auto and Consumer Lending) as necessary.
How you will benefit:
  • The Universal Banker I will earn a competitive hourly rate of $16.44- $20.00 per hour with annual bonus potential based on performance.
  • Excellent and comprehensive benefits packages are just another reason to work for the Auto Club Group. Benefits include:
    • 401k Match
    • Medical
    • Dental
    • Vision
    • PTO
    • Paid Holidays
    • Tuition Reimbursement
We’re looking for candidates who:
Required Qualifications
Education (include minimum education and any licensing/certifications):
  • High school diploma or equivalent
Experience:
  • 1 year personal banking experience or 3 years retail sales experience
  • working within a customer service environment
Knowledge and Skills:
Knowledge of:
  • Microsoft Word, Excel and Outlook
  • effective business writing skills
  • customer service techniques
  • selling techniques
Ability to:
  • service customer bank inquiries
  • provide a high level of customer service to meet bank customer needs
  • open and maintain deposit accounts for customers
  • accept consumer loan applications, follow-up with customers on documentation and close in-person consumer loans
  • perform account maintenance on customer accounts
  • sell bank products and services to consumers, both in person, by phone, through e-mail or through online chat
  • cross-sell bank products and services to strengthen current relationship
  • effectively communicate with current and potential customers in person, by phone or through online chat
  • work and communicate with multiple lines of business and bank departments
  • balance cash vault, teller drawer and ATM
  • perform bank image capture
  • demonstrate teamwork
  • multi-task to accomplish goals and meet deadlines
  • perform other related duties as assigned by management
  • comply with all banking regulations, including deposit regulations, lending regulations, and know your customer regulations as they relate to the job functions
Preferred Qualifications
Education (include minimum education and any licensing/certifications):
  • Associate Degree in Business Administration or a related field
Experience:
  • branch banking, account opening and/or sales experience
Knowledge and Skills:
  • personal banking operations and procedures
  • bank products and services such as loans and lines of credit.
  • compliance with Bank policies and procedures
  • bank systems
  • banking regulations including deposit, lending and know your customer regulations
  • knowledge of Individual Retirement Accounts and the laws that govern them
  • teller operations and procedures
Work Environment
Ability to lift 50 pounds and stand and sit for long period of time. This position currently reports to a Tampa, FL office location 1 day a week. This is subject to change based on amendments and/or modifications to the ACG Flex Work policy.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance.
And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit
www.aaa.com
Important Note:
ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.

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