Universal Banker
Thorp, WI jobs
Job Details Thorp, WI High School Day BankingDescription
Do you want to work for a local bank that has been invested in area communities for over 120 years where employees matter? Northwestern Bank, a proud member of the Thorp community, has a full-time Universal Banker position available at our Thorp Branch.
Why do our employees work at Northwestern Bank?
1. Serving and getting to know our customers in our day-to-day, face-to-face interactions with them is very rewarding. Knowing that we helped assist the customer with their transaction or that we made a positive difference in their day is priceless and is appreciated by all.
2. Our team at NB works hard alongside of each other, assisting others when needed. We work together as a team to strive for an outstanding customer experience.
3. Northwestern Bank supports the communities we serve, helping to make the lives of all community members better, including our own. We are very proud to work at Northwestern Bank because of the difference WE, at NB, make!
4. We have a family-friendly work environment and great work culture. We look for ways to have fun and connect with each other throughout the day, while still working hard to serve our customers.
5. The Bank President knows us by name and makes it his priority to visit each branch on a weekly basis. He understands and appreciates that all employees and positions are vital to the bank's success as a community bank.
If you are interested in becoming part of the Northwestern Bank team, this position will be regularly scheduled to work approximately 40 hours per week Monday through Friday and approximately 1 - 2 Saturdays per month (8:30am-11am).
This position is responsible for handling the financial transactions of our customers in a friendly, accurate, and efficient manner, assisting customers with account openings and closings, helping our customers with their online banking questions, and working with IRA's, HSA's, CD's, etc. A complete job description can be found below.
The ideal applicant will have previous banking experience, love working with people, have the desire to provide a high-quality customer experience, be detail oriented, have an outgoing personality, be willing to work in a team environment, and will exemplify our Core Values of deliver an exceptional experience, shine through service, create positive impact, lead with integrity, and foster genuine relationships. Northwestern Bank is very supportive of the communities that we serve, offers a great work environment, and keeps a positive work-life balance for our employees.
In addition to a competitive wage, Northwestern Bank offers the following benefit plans:
Generous 401K plan
Health, Dental, Vision, Life, and Long-Term Disability Insurance
Incentive Bonus program
Paid Vacation, Holiday, and Sick time
Paid Parental Leave and Child Sick days
EOE, including disability/veterans
Northwestern Bank
Mission Statement
Building Stronger Communities Where People Matter Core Values Deliver an exceptional experience. Shine through service. Lead with integrity Create positive impact. Foster genuine relationships.
About Northwestern Bank
Northwestern Bank is a locally owned, community bank proudly serving our communities for over 100 years. We are building stronger communities where people matter, and we do that by putting our core values in action.
Northwestern Bank is a reflection of each of the communities we serve and like our communities we are strong, committed, and genuine. We treat customers like family, giving sound advice, and honest financial direction.
About Our Employees
Northwestern Bank employees are remarkable in their commitment to our communities, customers, and to each other. They bring our values to life as they perform their day-to-day responsibilities, make decisions, and in how they treat others. Our employees regularly rise above expectations as they seek to help others, always being truthful, respectful, and trustworthy. They serve our communities through active volunteerism.
Universal Banker
Position Summary:
Serves the transaction processing needs, identifies needs and provides appropriate account services to Bank customers and potential customers in a friendly, helpful, efficient, professional and accurate manner. Maintains and balances a cash drawer.
Principal Duties and Responsibilities
:
Performs all or some of the following:
1. Serves customers with their accounts by completing a variety of transactions according to Bank policy and procedure. Accepts and processes deposits, withdrawals, transfers monies, process payments, cashes checks and bonds, fills coin/currency orders. Process the purchase of money orders, gift cards, and cashier checks. Processes cash advances. 2. Balances cash drawer according to accepted procedure. Counts cash and runs coin counter. May need to strap cash, roll coin, and sort out mutilated money. 3. Opens accounts for customers, explain various accounts, services, and policies; processing, filing and maintaining account records; assisting customers with ordering checks and completion of direct deposit forms. Includes checking, savings, savings bonds, Visa Card & Merchant Service Referrals, Debit Card applications, and certificates of deposit. Collects legal documents and titles account appropriately. 4. May set up fiduciary accounts, Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) as requested. 5. Assists customers with maintaining their accounts, balance checkbooks, positively solve complaints and account problems, updates to customer information, provide interest rates, advise customers of options to better meet their needs, process stop payments, automatic deductions, etc. Closes accounts as needed. 6. Assists customers with electronic banking products set up including but not limited to, online banking, Mobile Banking, bill pay, remote deposit capture, Zelle, My Card, etc. 7. Collect CIP information, run Chex system, and OFAC. 8. Prepares reports and correspondence as needed or requested. Documents files clearly and accurately. Input wire transfers on Excel spreadsheet, type up unclaimed property letters. 9. Process and/or verify outgoing/incoming domestic and international wires. 10. May be responsible for balancing vault cash and coin machine according to established procedures. May be responsible for balancing money order machine at end of day. 11. May be responsible for maintaining and balancing ATM machine. 12. Performs opening and closing duties according to established schedule and procedures. 13. Knows and strictly follows all security and internal control procedures. Notifies supervisor immediately of any suspicious activity or questionable transactions. 14. May assist customers with safe deposit box requests. Opens and closes safe deposit box accounts, processes payments and other billing activities, etc.
Additional Duties and Responsibilities:
Perform general office duties including answering/transferring phone calls, preparing incoming/outgoing mail, making copies, requesting maintenance service, etc.
May need to perform light janitorial duties including, dusting, vacuuming, wet mopping, and light shoveling.
May be asked to serve as a Notary Public and notarize official government documents.
Work Relationships and Scope:
Works closely with and reports to either the Teller Supervisor or Branch Teller Lead. Due to nature of position, will interact on a regular basis with most other employees at the Bank particularly Tellers, Deposit Servicing, Customer Service, and Loan Department employees. Will have nearly continuous contact with customers on a daily basis. Work regularly with highly confidential and sensitive customer information.
Measures of Performance:
Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers; effectively communicates and develops good working relationships with co-workers and customers; professional workplace appearance and conduct; keeps Bank and customer information confidential; reporting to work on time; understands and adheres to Bank operating, personnel and security policies and procedures; informs customers and potential customers of additional Bank services.
Benefits Offered to Full-time Positions:
Competitive Pay
Generous 401K plan
Health, Dental, Vision, Life, and Long-Term Disability Insurance
Incentive Bonus program
Paid Vacation, Holiday, and Sick time
Qualifications
Knowledge, Skills and Abilities Required:
Must have earned or be in the pursuit of a high school diploma or equivalent program. Must possess: friendly, courteous and professional customer service attitude; basic mathematical skills, technical ability to input and retrieve computerized information; excellent verbal communication skills for interacting professionally with customers and relating to other employees; ability to maintain the integrity of highly confidential information; ability to deal effectively with time pressures and stress; ability to lift approximately 50 lbs. and stand for prolonged periods. May need to bend, stoop, and lift to move office materials, retrieve files, and do light janitorial duties.
Equipment Operated:
Adding machine, computer system, printers, image scanner, money order machine, cash advance machine, currency and coin counters, fax, copier, telephone, typewriter, paper shredder, and coin wrapper. May use Dyna cash recycler.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Regular mental and visual concentration for computer usage required. Frequent repetitive work. Work is performed generally during regular business hours
Universal Banker
Fargo, ND jobs
Job DescriptionDescription:
Join Our Team at United Valley Bank!
Now Hiring: Full-Time Universal Banker - Fargo, ND
Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, we're more than just a bank - we're your partner in success. And right now, we're looking for someone to join our team as a Full-Time Universal Banker in Fargo, ND.
What You'll Be Doing:
Be the first point of contact for customers - delivering friendly, personalized service
Handle deposits, withdrawals, and account transactions with accuracy and efficiency
Promote banking products and services that benefit our customers' financial well-being
Maintain a secure, organized workspace and ensure compliance with banking regulations
Balance your cash drawer and prepare end-of-day reports
Act as a knowledgeable resource and go-to support for our valued customers
What We're Looking For:
A people-person with strong communication skills and a positive attitude
Someone who thrives in a fast-paced environment and enjoys learning new things
Trustworthy and detail-oriented with excellent math and problem-solving abilities
Passion for delivering great service and building customer loyalty
What You'll Need:
High school diploma or equivalent (required)
Prior customer service or cash-handling experience (preferred)
What We Offer:
A supportive, team-oriented workplace that values your contributions
Competitive Pay
Full benefits package, including:
Medical, dental, and vision insurance
401(k) with employer match
Paid time off and paid holidays
Life and disability insurance
Employee banking perks
Supportive team environment with opportunities for growth
Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, we're building something special - and we'd love for you to be part of it.
Requirements:
Senior Universal Banker
Brookfield, WI jobs
A Senior Universal Banker 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.
Universal Banker
Waukesha, WI jobs
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.
Universal Banker I
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 Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker 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 Universal Banker 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 Universal Banker 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.
Universal Banker I
Fox Point, WI jobs
is $18.50 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 Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for Universal Banker 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 Universal Banker 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
Certifications, Licenses, Registration
Required Banker Certification within 6 months of hire/promotion date
Education
* Required: High School Diploma or general education degree (GED)
* Preferred: Associate's Degree business or related field
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.
Universal Banker I
Fox Point, WI jobs
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 Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker 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 Universal Banker II.
What you'll be doing in the Universal Banker 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 WaterStone Bank...
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 joining 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.
Universal Banker
Madison, WI jobs
Job DescriptionDescription:
About the Role As a Universal Banker, you will be the face of Oak Bank, delivering exceptional client experiences every day. This role combines the accuracy and efficiency of a teller with the relationship-building expertise of a personal banker. You'll handle routine transactions while also providing personalized solutions to help clients achieve their financial goals.
What You'll Do
Deliver Outstanding Service: Build strong relationships by listening to client needs and offering tailored banking solutions.
Perform Teller Transactions: Accurately process deposits, withdrawals, payments, and other cash-handling activities.
Advise and Educate: Assist clients with account openings, product inquiries, and digital banking tools to enhance convenience and security.
Problem Solve: Address client questions and resolve issues promptly and professionally.
Collaborate: Work closely with team members to ensure seamless service and support bank goals.
What We're Looking For
Passion for providing exceptional client service and maintaining strong client relationships.
Ability to embrace change and adapt to evolving client needs and banking technology.
Strong attention to detail and accuracy in cash handling.
Commitment to maintaining a high level of knowledge of banking products and services.
Reliable attendance and flexibility to ensure client coverage.
Excellent communication and interpersonal skills.
Previous banking or customer service experience. Fiserv knowledge preferred.
Why Join Oak Bank?
We believe in building lasting relationships-with our clients and our team. You'll enjoy a supportive environment, opportunities for growth, and the chance to make a real impact in your community.
Apply Today
If you're ready to combine your service skills with financial expertise, we'd love to hear from you!
Requirements:
Universal Banker - Mukwonago, WI
Milwaukee, WI jobs
Job Description
Universal Banker - Teller Status: Full Time Are you looking for a job that starts at $18.00 per hour? Do you want to work in a fun, team environment?
Come join our team of Banking Professionals in Southeastern Wisconsin at our Mukwonago Branch, and see the difference in working for a local, community Bank! Help assist clients with their banking needs, performing banking transactions and providing outstanding customer service in the Retail Banking department.
Job Duties Include:
Perform banking transactions
Cash Handling
Customer Service
Familiarity with Bank Products
Uncovering client needs and Cross-selling bank products
Communicate with clients and coworkers
What we are looking for:
Sincerely and Genuinely customer-focused to provide the most exceptional customer service
Eager to Succeed
Highly Motivated
Efficient and Hard Working
No previous experience required! We will train you!
The PyraMax Bank difference:
Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve!
We have a dedicated Training Department that will prepare you and help further your Banking Career!
We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up!
Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there!
As a Full-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes:
Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 144 hours each January 1st. This increases 40 hours after each 5th year of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you!
PTO Purchase Program - you may purchase an additional 40 hours of PTO
Birthday PTO - 8 hours of Birthday PTO for your Birthday
Invest in Yourself PTO - 8 hours of PTO to take a day to recharge
Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back
401(k) with 6% dollar-for-dollar Employer Match
Bank paid Life Insurance at 1.5 times your annual salary
Bank paid Long-Term Disability Insurance
Health Insurance - Five plans available
Dental and Vision Insurance
Optional Life and Short-Term Disability Insurances
Flex Spending Account with TASC
Local Employee Assistance Program FREE to you
Discount on your Mortgage Loan with us
Ability to request Corporate Milwaukee County Zoo Pass for admission up to 8 individuals (including parking)
Free Employee Checking Account
Fun and Exciting Wellness Program
Annual Reviews and potential salary increases
Equal Opportunity Employer, including Veterans and Individuals with Disabilities
Universal Banker II/III (Personal Banker)
Waupun, WI jobs
Full-time Description
We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Waupun office, but may also be scheduled to work in our Fond du Lac and Oshkosh locations.
Essential Functions:
Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day.
Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers.
Inputs data to update customer account information and make changes as appropriate.
Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures.
Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
Ensures that confidentiality is maintained at all times.
Performs assigned clerical responsibilities in a timely manner.
Understands the banks security policies and procedures, assists in opening and closing procedures.
Conducts oneself in accord with the Bank's Core Values.
The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.
Requirements
Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Previous banking experience
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Maintain confidentiality of information
Ability to multi-task
Ability to sit/stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.
Universal Banker (Teller) - Part-time
Waupun, WI jobs
We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
This person could be entry level up to an experienced Personal/Universal Banker.
Responsibilities:
- Provide excellent customer service to all clients
- Process transactions accurately and efficiently
- Promote bank products and services to clients
- Open and close accounts
- Assist clients with account inquiries and problem resolution
- Maintain a thorough knowledge of bank products and services
- Meet sales goals and targets
- Adhere to all bank policies and procedures
- Perform other duties as assigned
If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity.
Requirements
Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Ability to multi-task
Ability to stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
Universal Banker - Mukwonago, WI
Greenfield, WI jobs
Universal Banker - Teller Status: Full Time Location: Mukwonago, WI Are you looking for a job that starts at $18.00 per hour? Do you want to work in a fun, team environment?
Come join our team of Banking Professionals in Southeastern Wisconsin at our Mukwonago Branch, and see the difference in working for a local, community Bank! Help assist clients with their banking needs, performing banking transactions and providing outstanding customer service in the Retail Banking department.
Job Duties Include:
Perform banking transactions
Cash Handling
Customer Service
Familiarity with Bank Products
Uncovering client needs and Cross-selling bank products
Communicate with clients and coworkers
What we are looking for:
Sincerely and Genuinely customer-focused to provide the most exceptional customer service
Eager to Succeed
Highly Motivated
Efficient and Hard Working
No previous experience required! We will train you!
The PyraMax Bank difference:
Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve!
We have a dedicated Training Department that will prepare you and help further your Banking Career!
We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up!
Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there!
As a Full-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes:
Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 144 hours each January 1st. This increases 40 hours after each 5th year of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you!
PTO Purchase Program - you may purchase an additional 40 hours of PTO
Birthday PTO - 8 hours of Birthday PTO for your Birthday
Invest in Yourself PTO - 8 hours of PTO to take a day to recharge
Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back
401(k) with 6% dollar-for-dollar Employer Match
Bank paid Life Insurance at 1.5 times your annual salary
Bank paid Long-Term Disability Insurance
Health Insurance - Five plans available
Dental and Vision Insurance
Optional Life and Short-Term Disability Insurances
Flex Spending Account with TASC
Local Employee Assistance Program FREE to you
Discount on your Mortgage Loan with us
Ability to request Corporate Milwaukee County Zoo Pass for admission up to 8 individuals (including parking)
Free Employee Checking Account
Fun and Exciting Wellness Program
Annual Reviews and potential salary increases
Equal Opportunity Employer, including Veterans and Individuals with Disabilities
Auto-ApplyUniversal Banker Part Time - Mukwonago, WI
Greenfield, WI jobs
Universal Banker - Teller Status: Part Time Location: Mukwonago, Wisconsin
Are you looking for a fun, friendly work environment? Do you want to start at $18.00 per hour?
Come join our team of Banking Professionals in Southeastern Wisconsin at our Mukwonago Branch, and see the difference in working for a local, community Bank! Help assist clients with their banking needs, performing banking transactions and providing outstanding customer service in the Retail Banking department.
Job Duties Include:
Perform banking transactions
Cash Handling
Customer Service
Familiarity with Bank Products
Uncovering client needs and Cross-selling bank products
Communicate with clients and coworkers
What we are looking for:
Sincerely and Genuinely customer-focused to provide the most exceptional customer service
Eager to Succeed
Highly Motivated
Efficient and Hard Working
No previous experience required! We will train you!
The PyraMax Bank difference:
Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve!
We have a dedicated Training Department that will prepare you and help further your Banking Career!
We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up!
Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there!
As a Part-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes:
Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 72 hours each January 1st. This increases 20 hours after each 5th year of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you!
PTO Purchase Program - you may purchase an additional 20 hours of PTO
Birthday PTO - 4 hours of Birthday PTO for your Birthday
Invest in Yourself PTO - 4 hours of PTO to take time to unplug and recharge
Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back
401(k) with 6% dollar-for-dollar Employer Match
Employee Stock Ownership Plan (ESOP)
Local Employee Assistance Program FREE to you
Discount on your Mortgage Loan with us
Free Employee Checking Account
Fun and Exciting Wellness Program
Annual Reviews and potential salary increases
Equal Opportunity Employer, including Veterans and Individuals with Disabilities
Auto-ApplyUniversal Banker I
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 Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker 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 Universal Banker II.
Duties and responsibilities for Universal Banker 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 Universal Banker 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.
Universal Banker
Sparta, WI jobs
Citizens First Bank is now seeking a Universal Banker to work full-time from our Sparta branch! Citizens First Bank is a family-owned community bank with roots dating back to 1969. We are proud of our role in helping people and businesses grow and thrive in Viroqua, Sparta, Trempealeau, Viola, Centerville, and Holmen.
Citizens First Bank supports local community organizations and non-profits and our employees take part in community events and volunteer to help improve the lives of others. At Citizens First Bank, our strength is in our people. We believe our employees' experiences, backgrounds, and lives contribute to their roles and our communities. If this sounds like something that you would like to be a part of, apply today for consideration!
POSITION SUMMARY: Performs teller duties, both routine and complex accurately and professionally. Assists with customer inquiries/problem solving. Willing to rotate between locations as needed.
PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES
Functions as an experienced, fully trained Teller, receiving and processing Teller transactions accurately and timely. Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
Handles all face-to-face transactions. Opens new accounts, edits accounts and close customer accounts when necessary.
Cross sells and/or refers Bank products and services to specific customers through needs identification, maximizing profitable relationship. Interacts with customers to identify their needs. Works with appropriate areas of the Bank to refer customers.
Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies for self and other tellers. Maintains adequate cash and/or cash drawer limits as required by Bank policy.
Provides outstanding customer service for all types of customer inquiries and transactions. Includes accurate, professional, efficient service to all customers.
Opens night deposit vault and ensures contents are processed using dual control at all times. Balances ATM, replenishes cash supply and ensures ATM is working.
Provide support to the branch operations by scanning and operating the proof machine as needed.
Rents/grants access to safe deposit boxes. Verifies access authority against safe deposit contracts for each request exercising prescribed controls. Check booth or conference room after each use. Accepts and processes payments for new boxes, renewals, drilling fees and lost key fees. Input safe deposit information to manual and computer system according to established procedures. Purge files as appropriate.
Other duties as assigned.
ROLE QUALIFICATIONS:
Education
High school diploma
Experience
A minimum of 1 to 3 years related cash handling experience and/or related experience preferred, but not required
Other Skills and Abilities
Strong communication skills
Customer service focused
Maintain confidentiality of customer information
Resourceful, well organized and ability to multitask
Effective problem-solving and decision-making skills
Strong attention to detail
Understanding of regulatory compliance
Sales skills
Ability to operate a computer
PERKS OF WORKING WITH US:
Competitive wage
Year-end bonuses
Discretionary profit share CD contribution
3% safe harbor contribution to 401k
Fully comprehensive benefits package
Family-oriented culture and teams
Community involvement and Volunteer PTO
Bank-sponsored get-togethers outside of work
All-staff training and celebration days
And so much more!
The first 500 hours worked are with Express Employment
Float Universal Banker
Madison, WI jobs
The Float Universal Banker:
Provides banker and teller coverage to all Capitol Bank branch locations.
Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
Assists customers with opening new personal and business deposit accounts.
Resolves all customer needs and requests in a friendly, professional, and timely manner.
Accurately processes customer transactions on the teller line.
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.
The Float Universal Banker will also be responsible for:
Follows all established bank policies and procedures.
Knowledgeable in bank products and services in order to cross-sell.
Provides banker and teller coverage to all branch locations. Schedule flexibility and travel required.
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 Float Universal Banker 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.
Universal Banker-II
Madison, WI jobs
Job Description
The Universal Banker-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 Universal Banker-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 Universal Banker-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.
Universal Banker (Teller) - Part-time
Fond du Lac, WI jobs
We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
This person could be entry level up to an experienced Personal/Universal Banker.
Responsibilities:
- Provide excellent customer service to all clients
- Process transactions accurately and efficiently
- Promote bank products and services to clients
- Open and close accounts
- Assist clients with account inquiries and problem resolution
- Maintain a thorough knowledge of bank products and services
- Meet sales goals and targets
- Adhere to all bank policies and procedures
- Perform other duties as assigned
If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity.
Requirements
Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Ability to multi-task
Ability to stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
Universal Banker (Float)
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 Universal Banker to float between the two offices. The Universal Banker 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!
Auto-ApplyUniversal Banker (Float)
Three Lakes, WI jobs
Named American Banker's "Best Banks to Work For" six consecutive years an
d now CertifiedTM by Great Place To Work....H
ere's your chance to
Move FORWARD
with us and see what all the excitement is about!
Auto-Apply