Universal Banker jobs at Bank Five Nine - 320 jobs
Universal Banker
Bank Five Nine 3.7
Universal banker job at Bank Five Nine
Interested in helping to solve all the problems of the world? Ish…that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale?
As a UniversalBanker , your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges.
And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 16 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work for by American Banker! If you're looking for a career that's pretty much the same as fixing the world…but in Southeast, WI…okay Oconomowoc. Check us out today!
This position is for our Brown Street branch located at W359N5900 Brown Street, WI 53066
This is a part time position (up to 19 hours/week)
Do you have what it takes?
You'll need to:
Accurately process banking transactions,
Help acquire new banking relationships and open new accounts,
Retain and deepen relationships by identifying needs and offering custom financial solutions,
Provide account servicing and maintenance,
Help educate customers on digital bank solutions that can make their lives safer, easier and better, and
Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management)
Must-Haves
High school diploma or GED
Basic keyboarding skills and the ability to navigate in a Windows environment
Nice-To-Haves
Knowledge of bank products and services
Minimum of 1+ year of retail banking experience
We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.
$30k-36k yearly est. Auto-Apply 4d ago
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Universal Banker I
Waterstone Bank 4.1
Brookfield, WI jobs
is $19.50 an hour and up, depending on experience.
Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The UniversalBanker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The UniversalBanker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to UniversalBanker II.
Duties and responsibilities for UniversalBanker position:
Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Focus on the skills and attributes in order to complete the Banker Certification process
Perform other duties as assigned.
Qualifications for UniversalBanker position:
Experience
Required: 1 - 2 years of sales experience
Required: 2-4 years customer service experience
Preferred: 2-4 years of sales and customer service experience in branch banking
Education
Required: High School Diploma or general education degree (GED)
Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits for Full-Time Position:
Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
Pet Insurance
And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 60d+ ago
Universal Banker
First Federal Bank of Wisconsin 3.7
Brookfield, WI jobs
Full-time Description
To service the Bank's customers in a professional, courteous and confidential manner. To promote and process Bank depository products and services according to the guidelines of the Bank and be responsible for business development. Comply with regulations and policies of Bank as established.
Requirements
PRIMARY RESPONSIBILITIES
May perform any or all of the following duties:
Perform all work accurately, thoroughly and compliant with Bank policies and procedures.
Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections.
Greet all customers and potential customers, promote bank and cross-sell bank products and services.
Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.
Examine checks deposited and determined proper funds availability based on regulation requirements and complete Hold Notices.
Process savings withdrawals.
Cash checks: verify endorsement, receive proper identification and ensure validity.
Identify counterfeit currency.
Accept loan payments: verify payment amount and issue receipts.
Buy and sell currency from the vault as necessary, ensuring that branch staff drawer cash limits are not exceeded.
Balance drawer daily, including periodic batching of cashed checks.
Ensure branch staff station is properly supplied.
Follow procedures for removing accounts for dormancy.
Process work utilizing scanning and other technologies on a daily basis.
Achieves sales and referral goals as assigned.
Keep management informed of customers' suggestions and concerns.
Answer basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Refer customers to the proper department for issues that cannot be resolved at the branch staff line.
Attend meetings as scheduled.
Count loose coins.
May have ability to override branch staff transactions including special override capabilities.
Assist in balancing the ATM, handling cash orders or vault duties.
Able to open depository accounts.
Cross-sell and telemarketing Bank products and services based on customer needs in accordance with the Bank's program standards.
Process depository products and services according to policy and regulations. Complete all follow-up duties associated with opening new relationships including new account paperwork is complete, in compliance and signed appropriately prior to filing for record keeping.
Explain and complete all services in a manner which assures the customer is in complete understanding of all terms and conditions.
Contact customers to obtain necessary signatures on items with missing or irregular signatures.
Disclose complete product and insurance information to the customer.
Refer all mortgage and commercial inquiries to the appropriate bankers.
Prepare management reports as required.
Answer phones and respond to customer inquiries in a professional and courteous manner.
Perform customer requested research, including printing statement and check copies.
Assist customers with routine account-related requests such as: funds transfers, electronic funds transfers (EFTs), stop payments, inquiries about Bank deposit products and service charges, inquiries about customer loan and transaction history, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquires about set up of online banking accounts and bill pay, and check verification requests by third parties.
Log all new accounts and verify all accounts are logged correctly prior to the end of the business day.
Complete all follow-up documentation.
Make calls to customers regarding negative account balances and to develop supportive long-term solutions.
Open and close branch, observing security procedures.
Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections.
Act as liaison to lending departments as needed.
Perform other duties as assigned.
OTHER RESPONSIBILITIES
Follow First Federal Bank of Wisconsin policies and procedures. Follow all state and federal banking regulations.
REQUIREMENTS / CORE COMPETENCIES
High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail.
OTHER QUALIFICATIONS / SKILLS
Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.
$29k-34k yearly est. 60d+ ago
Senior Universal Banker
First Federal Bank of Wisconsin 3.7
Brookfield, WI jobs
A Senior UniversalBanker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager's absence while coaching less experienced staff in a professional, courteous and confidential manner.
PRIMARY RESPONSIBILITIES
May perform any or all of the following duties:
Customer Service
Professionally and confidently greet customers, answer phones, resolve inquiries
Explain products fully, disclose rates, fees, etc.
Keep management informed of customer feedback
Leadership & Coaching
Act as Branch Manager when needed
Coach and develop less experienced bankers
Assist with complex transactions and sales-skill development
May override transactions and handle escalated issues
Sales & Business Development
Meet assigned sales and referral goals
Actively cross-sell and telemarket deposit accounts, loans, and bank services
Open new depository accounts and complete all related paperwork/compliance
Refer mortgage and commercial loans to specialized lenders
Daily Teller / Platform Transactions
Accept deposits and withdrawals, cash checks, process loan payments
Verify endorsements/ID, place holds, detect counterfeit currency
Balance cash drawer daily, buy/sell cash from vault, balance ATM
Perform funds transfers, stop payments, coin counting, statement research, etc.
Loan Officer Duties (Consumer/Small Business)
Generate, close, administer, and collect select loans
Act as liaison to central lending departments
Compliance, Operations & Risk Management
Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.)
Complete accurate new-account documentation and follow-up
Open/close branch following security procedures
Process dormancy, negative-balance outreach, signature corrections
OTHER RESPONSIBILITIES
Follow First Federal Bank of Wisconsin policies and procedures.
Requirements
REQUIREMENTS / CORE COMPETENCIES
High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail.
OTHER QUALIFICATIONS / SKILLS
Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast-paced environment. Ability to work well under pressure. Ability to cross-sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.
$29k-34k yearly est. 46d ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Financial, Inc. 4.0
Waukesha, WI jobs
is $19.50 an hour and up, depending on experience. ? Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The UniversalBanker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The UniversalBanker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to UniversalBanker II.
What are your responsibilities in the position?
* Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
* Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
* Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
* Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
* Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
* Focus on the skills and attributes in order to complete the Banker Certification process
* Perform other duties as assigned.
What you bring to the table for the UniversalBanker position:
Experience
* Required: 1 - 2 years of sales experience
* Required: 2-4 years customer service experience
* Preferred: 2-4 years of sales and customer service experience in branch banking
Education
* Required: High School Diploma or general education degree (GED)
* Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits and Perks of working at WaterStone Bank:
* Outstanding Medical, Dental, and Vision Insurance
* 401(k) matching
* Employee Stock Ownership Plan
* Paid Time off
* Paid Holidays
* Flexible Spending Account
* Pet Insurance
* And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 60d+ ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Financial, Inc. 4.0
Pewaukee, WI jobs
is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The UniversalBanker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The UniversalBanker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to UniversalBanker I, and demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for UniversalBanker position:
* Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
* Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
* Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs.
* Accurately open, maintain and close deposit accounts and services.
* Answer customer questions and resolve related account issues, including phone and in-person.
* Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
* Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
* Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
* Keep abreast of industry trends, standards and external factors that may affect the bank.
* Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws
* Perform other duties as assigned.
Qualifications for UniversalBanker position:
Experience
* Required: 1 - 2 years of sales experience
* Required: 2-4 years customer service experience
* Preferred: 2-4 years of sales and customer service experience in branch banking
Education
* Required: High School Diploma or general education degree (GED)
* Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required Banker Certification within 6 months of hire/promotion date
Benefits for UniversalBanker position:
* Outstanding Medical, Dental, and Vision Insurance
* 401(k) matching
* Employee Stock Ownership Plan
* Paid Time off
* Paid Holidays
* Flexible Spending Account
* Pet Insurance
* And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 36d ago
Universal Banker (Sun Prairie Branch)
Madison Park Bank 3.9
Sun Prairie, WI jobs
Who is Park Bank? At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better.
If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development.
General Summary:
The role of the UniversalBanker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller station and completing basic account maintenance requests. The UniversalBanker will also be trained to handle any and all branch servicing tasks such as vault balancing, cash shipment preparation, safe deposit box access etc.
Outcomes:
1) Balance Growth and Production Achievement (30%)
a. Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services
2) Client Service/Relationship Metrics (30%)
a. Services per Household, Referrals, Client Service, etc.
3) Cash Drawer Balancing (20%)
a. Balance cash drawer in accordance with bank policy and procedure.
4) Compliance and Operations Evaluation (20%)
a. Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security.
Primary Duties/Responsibilities:
* Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence.
* As needed, the UniversalBanker will be responsible for processing new account requests and assisting the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients.
* While processing routine client transactions, the UniversalBanker will identify current and future financial needs and effectively refer and/or fulfill these sales to branch and strategic partners.
* Perform additional responsibilities to include client service requests such as processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests.
* Actively work with clients to identify current and future financial needs and effectively offer solutions either directly or indirectly through business partner referrals.
Requirements
Qualifications:
* High school diploma required; Associate degree or equivalent preferred
* Minimum 1-3 years of related work experience required
Physical Demands:
* Remaining in a stationary position, often standing or sitting for prolonged periods.
* Adjusting or moving objects up to 10 pounds in all directions.
* Repeating motions that may include the wrists, hands and/or fingers.
* Communicating with others to exchange information
* Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
* Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
* Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.
* Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: *************************** or ************.
* The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
* Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage
$30k-36k yearly est. 21d ago
Universal Banker
Community State Bank 4.3
Lake Geneva, WI jobs
Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth.
At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve.
Purpose: UniversalBanker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
Essential Duties and Responsibilities:
Transactional/Customer Assistance
Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests.
Routinely provide customers with necessary information and troubleshoot customer issues.
Familiar with customers' resources to be able to assist customers.
Assist customers with access to safe deposit boxes, address changes, & travel notifications.
Troubleshoot issues with debit cards, online banking, & account issues.
Collecting information for outgoing wire transfers.
Balance and maintenance ATM.
Close accounts including IRA's & HSA's
Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing.
Branch Responsibilities
Balance and maintenance ATM.
Assist customers with access to safe deposit boxes.
Opening and closing operations of branch office.
Assist in cash needs for co-workers and branch.
Provide assistance to Branch Manager as needed.
Cross selling
Recognize customer cues for appropriate products and services they currently may not be using.
Comply and work toward the branch goals to achieve and/or exceed branch growth potential.
Account Acquisition
Open personal & business accounts for new and existing customers.
Perform follow up with customers.
Responsible for account maintenance.
Process customer account changes.
Assist with loan application process.
Other Activities
Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training.
Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork.
Provide co-workers with positivity and provide support.
Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills.
Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Education: High school diploma or equivalent GED. Some banking or sales experience is required.
Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers.
Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment.
Work Environment: Fast paced.
Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
$29k-34k yearly est. Auto-Apply 5d ago
Universal Banker
Community State Bank 4.3
Lake Geneva, WI jobs
Job Description
Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth.
At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve.
Purpose: UniversalBanker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
Essential Duties and Responsibilities:
Transactional/Customer Assistance
Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests.
Routinely provide customers with necessary information and troubleshoot customer issues.
Familiar with customers' resources to be able to assist customers.
Assist customers with access to safe deposit boxes, address changes, & travel notifications.
Troubleshoot issues with debit cards, online banking, & account issues.
Collecting information for outgoing wire transfers.
Balance and maintenance ATM.
Close accounts including IRA's & HSA's
Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing.
Branch Responsibilities
Balance and maintenance ATM.
Assist customers with access to safe deposit boxes.
Opening and closing operations of branch office.
Assist in cash needs for co-workers and branch.
Provide assistance to Branch Manager as needed.
Cross selling
Recognize customer cues for appropriate products and services they currently may not be using.
Comply and work toward the branch goals to achieve and/or exceed branch growth potential.
Account Acquisition
Open personal & business accounts for new and existing customers.
Perform follow up with customers.
Responsible for account maintenance.
Process customer account changes.
Assist with loan application process.
Other Activities
Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training.
Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork.
Provide co-workers with positivity and provide support.
Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills.
Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Education: High school diploma or equivalent GED. Some banking or sales experience is required.
Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers.
Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment.
Work Environment: Fast paced.
Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
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$29k-34k yearly est. 6d ago
Universal Banker
Community First Bank 3.7
Muscoda, WI jobs
Community First Bank of Muscoda, WI has a full-time opening for a UniversalBanker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today!
BENEFITS
Enjoy a wide range of benefits
Employee Stock Ownership Plan (ESOP)
Paid Federal Holidays
Top-notch Training
Volunteer Time Off
Birthday Time Off
Health Insurance
Dental Insurance
Vision Insurance
401K
Many more!
A DAY IN THE LIFE AS A UNIVERSALBANKER
As a UniversalBanker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name.
Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The UniversalBanker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the UniversalBanker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve!
QUALIFICATIONS FOR A UNIVERSALBANKER
Associates Degree or equivalent experience
Familiarity with banking regulations.
Excellent communication and interpersonal skills
Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this UniversalBanker position!
WORK SCHEDULE
This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!
$29k-34k yearly est. 3d ago
Universal Banker
Starion Bank 3.2
Sun Prairie, WI jobs
Join Our Team as a UniversalBanker at Starion Bank in Wisconsin!
Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank!
Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally.
Position: UniversalBanker Location: Wisconsin
Key Responsibilities:
Open personal and business deposit accounts
Cross-sell bank products and services
Process consumer loans
Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner
Complete relationship development activities
Qualifications:
One to three years of experience in customer service, sales and cash handling or related experience required
Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required
What We Offer:
Competitive Salary : Your hard work deserves great pay!
Comprehensive Benefits : Including health, life, dental, vision, and a health savings account.
Retirement Planning : 401K and profit-sharing options.
Incentives : Annual Incentive Compensation Program available for all benefit eligible employees
Work-Life Balance : Paid vacation and holidays.
Recognized Excellence:
Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine!
Ready to Make a Difference?
If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further.
Apply now and become a vital part of our team!
Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
$29k-34k yearly est. Auto-Apply 10d ago
Universal Banker
Community First Bank 3.7
Prairie du Chien, WI jobs
Community First Bank of Prairie du Chien, WI has a full-time opening for a UniversalBanker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today!
BENEFITS
Enjoy a wide range of benefits
Employee Stock Ownership Plan (ESOP)
Paid Federal Holidays
Top-notch Training
Volunteer Time Off
Birthday Time Off
Health Insurance
Dental Insurance
Vision Insurance
401K
Many more!
A DAY IN THE LIFE AS A UNIVERSALBANKER
As a UniversalBanker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name.
Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The UniversalBanker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the UniversalBanker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve!
QUALIFICATIONS FOR A UNIVERSALBANKER
Associates Degree or equivalent experience
Familiarity with banking regulations.
Excellent communication and interpersonal skills
Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this UniversalBanker position!
WORK SCHEDULE
This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!
$29k-34k yearly est. 8d ago
Universal Banker
Community First Bank-Wi 3.7
Prairie du Chien, WI jobs
Job Description
Community First Bank of Prairie du Chien, WI has a full-time opening for a UniversalBanker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today!
BENEFITS
Enjoy a wide range of benefits
Employee Stock Ownership Plan (ESOP)
Paid Federal Holidays
Top-notch Training
Volunteer Time Off
Birthday Time Off
Health Insurance
Dental Insurance
Vision Insurance
401K
Many more!
A DAY IN THE LIFE AS A UNIVERSALBANKER
As a UniversalBanker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name.
Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The UniversalBanker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the UniversalBanker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve!
QUALIFICATIONS FOR A UNIVERSALBANKER
Associates Degree or equivalent experience
Familiarity with banking regulations.
Excellent communication and interpersonal skills
Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this UniversalBanker position!
WORK SCHEDULE
This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!
$29k-34k yearly est. 8d ago
Universal Banker I
Waterstone Financial, Inc. 4.0
Oak Creek, WI jobs
is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The UniversalBanker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The UniversalBanker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to UniversalBanker II.
Duties and responsibilities for UniversalBanker position:
* Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
* Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
* Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
* Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
* Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
* Focus on the skills and attributes in order to complete the Banker Certification process
* Perform other duties as assigned.
Qualifications for UniversalBanker position:
Experience
* Required: 1 - 2 years of sales experience
* Required: 2-4 years customer service experience
* Preferred: 2-4 years of sales and customer service experience in branch banking
Education
* Required: High School Diploma or general education degree (GED)
* Preferred: Associate's Degree business or related field
Working conditions
Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted.
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits for Full-Time Position:
* Outstanding Medical, Dental, and Vision Insurance
* 401(k) matching
* Employee Stock Ownership Plan
* Paid Time off
* Paid Holidays
* Flexible Spending Account
* And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 60d+ ago
Universal Banker-II
Capitol Bank 4.2
Madison, WI jobs
The UniversalBanker-II:
Assists customers with opening new personal and business deposit accounts.
Welcomes and assists customers at the Teller line.
Accurately processes a variety of transactions including deposits and withdrawals.
Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
Resolves all customer needs and requests in a friendly, professional, and timely manner.
Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships.
Works to achieve targeted levels for product sales, service behaviors, and referral goals.
Maintains an active community presence and participates in Bank activities including prospecting and networking.
The UniversalBanker-II will also:
Follows all established bank policies and procedures.
Knowledgeable in bank products and services in order to cross-sell.
Provides banker and teller coverage to the assigned branch location.
Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents
Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays.
Responsible for achieving targeted levels for product sales, service behaviors, and referral goals.
Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests.
Handles customer account inquiries promptly and professionally.
Maintains an active community presence and participates in Bank activities.
In addition, the UniversalBanker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.
$30k-34k yearly est. 44d ago
Universal Banker I
Capitol Bank 4.2
Madison, WI jobs
The UniversalBanker accurately processes customer transactions on the teller line and provides quality customer service in a friendly, professional, and timely manner. This position determines customers' needs and meets their expectations by recommending beneficial products and referring them to partner departments when appropriate. The UniversalBanker ensures positive interactions with existing and prospective customers-both over the phone and in person-with a focus on acquiring and expanding loyal relationships. In addition, the role includes assisting customers with opening new personal and business products and services while working to achieve targeted levels for product sales, service behaviors, and referral goals.
Job Responsibilities: The UniversalBanker is responsible for delivering exceptional service by adhering to all established bank policies and procedures while maintaining a strong working knowledge of Capitol Bank's products and services to effectively cross‑sell and support customer needs. This role performs a wide range of transaction‑related duties, including processing deposits and withdrawals, cashing checks, issuing official checks, handling various payments, managing coin orders and bankcard cash advances, and providing account information as requested. The UniversalBanker ensures accuracy through daily cash‑drawer balancing and meets established standards for overages and shortages. They are accountable for achieving targeted goals related to product sales, service behaviors, and referral activity, as well as opening, updating, and maintaining customer accounts. This position requires prompt, professional handling of customer inquiries and ongoing relationship development through regular communication, business visits, and participation in community or customer‑focused events. Additional responsibilities may be assigned to support the overall needs of the branch and the Bank.
Skillset & Experience:
Effective communication when working with customers and/or employees
Be involved in developing solutions to meet the needs of the customer and/or employees
Flexibility to meet changing workload; highly self-motivated
Be a team player and be respectful to all staff, customers, and prospects.
Proficient in Microsoft Office Suite and other applicable software.
Minimum of 1 year in customer service. Previous banking experience preferred.
Applicable college degree or equivalent work experience.
Working Conditions:
Must be able to sit for periods greater than 45 minutes at a time.
Must be able to stand for periods greater than 30 minutes at a time.
Must be able to lift a minimum of 25 pounds.
Must be able to use computer monitors for periods greater than 45 minutes at a time.
Must be able to perform basic typing functions.
$30k-34k yearly est. 12d ago
Universal Banker II
Bank Five Nine 3.7
Universal banker job at Bank Five Nine
Your superhero resume shows you have what it takes to solve the world's problems... small or large scale. But even superheroes look for that next challenge!
As a UniversalBanker II, your focus will be on creating a lasting impression with our customers and finding unique solutions to their financial hurdles. Sounds pretty great, right?!
And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 16 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work For by American Banker! If you're looking for a career that's pretty much the same as fixing the world…but in Southeast, WI…okay Oconomowoc. Check us out today!
This position is for our Summit branch located at 1300 Summit Ave #100, Oconomowoc, WI 53066
Do you have what it takes?
You'll need to:
Accurately process banking transactions,
Help acquire new banking relationships and open new accounts,
Retain and deepen relationships by identifying needs and offering custom financial solutions,
Provide account servicing and maintenance,
Help educate customers on digital bank solutions that can make their lives safer, easier and better, and
Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management)
Must-Haves
High school diploma or GED
Basic keyboarding skills and the ability to navigate in a Windows environment
Minimum of 2+ years of retail banking experience
Nice-To-Haves
Knowledge of bank products and services
We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.
$30k-36k yearly est. Auto-Apply 60d+ ago
Universal Banker
Citizens Community Bancorp, Inc. 4.3
Mondovi, WI jobs
If you're motivated, detail-oriented, and have a passion for delivering exceptional customer service, keep reading! This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. We're seeking a friendly, and customer-oriented individual who is eager to build and maintain customer relationships.
As a UniversalBanker, you will be responsible for providing exceptional customer service, processing financial transactions accurately and opening and closing customer accounts. You will be a crucial part of our team, ensuring that our customers receive the best banking experience by #Makingmorepossible. The ideal candidate is a collaborator who works well in a team environment with excellent communication skills. Bonus points if you're community focused and excited about making a positive difference for those around you.
The ideal candidate is a collaborator who works well in a team environment with excellent communication skills. This job focuses heavily on working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. It requires an effective communicator: someone who is able to motivate others while understanding and responding to their needs and concerns. This role involves meeting and working with many different people. The person in this position must be friendly and genuinely interested in the needs of others, whether that's managers, team members, customers, or the company itself. This person must have a persuasive, teaching-oriented mindset and be able to easily communicate the company's policies, programs, and systems. Expect a faster-than-average pace of work for this position.
Primary Responsibilities
* Provides assistance to all assigned areas of branch operations where service or assistance is needed, including teller, new accounts, vault teller, safe deposit, and lending.
* Assists customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
* Receives and processes retail and commercial checking and savings deposits by determining that all necessary deposit documents are in accordance with banking policies and procedures.
* May assist in opening and closing the vault daily; may provide dual control in verifying cash/coin sold or bought to/from the vault; may assist in balancing vault currency and coin. May be responsible for ordering, managing, and balancing the vault and ATM currency and coin.
* Makes decisions regarding the opening of new deposit accounts; completes forms requiring customer signature(s); accepts initial deposits; prepares all documents and items pertaining to new accounts for processing. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer.
* Performs other duties as assigned.
Education and Experience
* Associate's degree in accounting, finance, economics or related field.
* Substitution: Three (3) years of directly related full time experience performing the functions outlined above may be considered in lieu of the degree.
* Two (2) years of experience in the financial services industry performing teller job duties.
* Two (2) years of customer service experience.
Desired Education and/or Experience Requirements
* One (1) year of sales experience.
What's in it for you?
* Full Time, 40 hours per week.
* Monday - Friday work week.
* Competitive Pay.
* Eligible for an annual bonus of 1.5%-3% of your salary based on company goals and performance.
Perks:
* Health, Vision & Dental Plans: Because healthy smiles are important.
* Health Savings Account (HSA) with CCF Contributions: Save for those medical expenses that you weren't expecting.
* Health Reimbursement Arrangement: Be reimbursed for qualifying medical expenses by making smart health care decisions.
* Flexible Spending Account: For those unexpected medical expenses.
* Employer Paid Life Insurance and Long-Term Disability Plans: We've got your back (and your future).
* Voluntary Life Insurance and Short-Term Disability Plans: Because life is unpredictable.
* Accident and Critical Illness Plans: Just in case you decide to take up extreme knitting.
* Hospital Indemnity: We will help cover additional hospital expenses.
* 401K Retirement Plan and Company Match: Retirement goals? We've got you covered.
* Paid Time Off, Bereavement Leave, and Paid Holidays: Rest, recharge, and celebrate your loved ones.
* Parental Leave: Because parenting is the ultimate adventure.
* Company-Wide Wellness Program: Yoga, smoothies, and mental high-fives.
* Employee Achievement Program: Here to help you through the good times and the bad.
* Colleague Referral Program: Refer a friend, get a virtual high-five (and maybe a bonus).
* Professional Development Reimbursement Program: Learn and grow with us!
* Career Planning: Plot your career trajectory.
* Colleague Pricing on Secondary Market Mortgage Loans: Because everyone deserves a castle (or a cozy cottage).
* Colleague Beyond Save & Spend Accounts Perks: Unlock exclusive pricing on our deposit products.
What can you expect from us?
At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.
We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.
Learn more here about how we make more possible: ***********************
Ready to be part of our financial family? Apply online at ccf.us!
If you need assistance applying, contact us at ********* and we will attempt to meet your needs.
In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
$28k-34k yearly est. 39d ago
Universal Banker
First Horizon Corp 3.9
King, WI jobs
Schedule: Monday through Friday 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management.
Essential Duties and Responsibilities
Sales and service
* Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
* Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
* Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
* Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
* Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
* Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
Client experience
* Research and resolve problems and respond to client inquiries on account status.
* Deliver excellent client experiences consistently and promptly resolve client issues effectively.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
* Assist banking center associates with all aspects of daily operations as needed, including audit controls.
* Assist banking center management with "on the job training" of new associates.
* Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
* High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$33k-38k yearly est. 6d ago
Universal Banker (Float)
Forward Bank 4.0
Three Lakes, WI jobs
Named American Banker's "Best Banks to Work For" six consecutive years and now Certified
TM
by Great Place To Work....Here's your chance to Move FORWARD with us and see what all the excitement is about!
Forward Bank in Three Lakes/ St. Germain seeks an outgoing, service-oriented individual for a full time UniversalBanker to float between the two offices. The UniversalBanker is focused on building customer relationships and providing exceptional service, while assisting customers with various financial transactions ranging from deposits and new accounts to consumer loans.
Key Responsibilities:
Process checking and savings account transactions, loan payments, cash advance transactions and redemption of savings bonds. Verify and balance cash drawer.
Perform all activities related to opening and closing various types of deposit accounts, including savings, checking, CDs, IRAs, etc.
Assist customers with various inquiries regarding their accounts, transactions, reconciliations, debit card items, safe deposit boxes, wire transactions, consumer loans, etc.
Proactively identify sales opportunities with an emphasis on establishing client relationships. Promote, explain and sell retail banking and consumer loan products to meet customer needs.
Qualifications:
Associate degree in Finance or related field preferred.
1-2 years of related experience in a financial services role. Equivalent combination of education and experience will be considered.
Positive attitude with superior customer service and communication skills
Strong attention to detail and accuracy in cash handling.
Professionalism and ability to maintain confidentiality
Good computer skills, specifically with Microsoft Office applications
Ability to prioritize and manage multiple tasks in a fast-paced environment
Join our team and help us live our mission....To Move Our Communities FORWARD!