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Universal Banker

Company: Horicon Bank
Location: New Berlin
Posted on: November 26, 2022

Job Description:

Position Summary:The Universal Banker provides outstanding service to Horicon Bank customers by processing transactions efficiently; follows established policies and procedures. Serves and retains existing and prospective customer relationships through effective sales of products and services. Initiates and opens new accounts. Principal Duties and Responsibilities:

  • Promotes an atmosphere which fosters our Vision, Virtues and Mission to the employees, customers, and community.
  • Enthusiastically supports the Bank sales function by providing exceptional service to internal and external customers of the Bank.
  • Greets customers promptly, assesses their requests/inquiries, and directs them to the appropriate individual for assistance.
  • Promotes and sells products and services. Assists customers and potential customers with questions and inquiries.
  • Accepts and processes deposits, withdrawals, transfers and night deposit transactions.
  • Opens and maintains personal accounts, business accounts, and other banking services, processes financial transactions timely and accurately. Follows depository compliance, Truth in Savings, and provides account disclosures.
  • Cashes checks, processes loan payments, and sells Cashier's Checks.
  • Balances teller cash drawer according to established Bank procedures.
  • Demonstrates knowledge and understanding of our products and services, as well as those offered by our competitors.
  • Maintains good customer relationships and promotes a positive image of Horicon Bank with all customers.Additional Duties and Responsibilities:
  • Assists employees with questions and concerns relating to internal bank operations.
  • Updates knowledge and develops professionally on a continuing basis. Participates in internal and external training and development opportunities as required.
  • Performs other duties as may be necessary to fulfill the responsibilities of this position.Knowledge, Skills, and Abilities:High school diploma and at least two years customer service or related experience. Excellent verbal communication skills. Requires the ability to plan and prioritize work and work effectively under pressure and deadlines. Must possess a pleasant and professional demeanor.Working Conditions:Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning may be required. Work hours are generally during normal business hours and may include some evening and weekend hours. Some out of town travel may be required.

Keywords: Horicon Bank, Milwaukee , Universal Banker, Other , New Berlin, Wisconsin

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