Universal Banker

Description

POSITION SUMMARY

Universal Bankers serve a dual role for personal banking and teller responsibilities. This position sells products and services to existing customers and new prospects.  Universal Bankers identify, expand upon and deepen customer relationships through reviewing and recommending appropriate products / services, and making referrals to other business lines. The position provides an exceptional customer experience through a genuine willingness to serve, an ability to articulate features and benefits of our products and services, efficiently and accurately processing of customer transactions, and always keeping our customers best interest in the forefront. Universal Bankers adhere to compliance regulations and Bank policies and procedures. 

Requirements

ESSENTIAL DUTIES AND RESPONSIBILITIES

Delivering Exceptional Banking Services:

• Open and close a variety of deposit accounts for both retail and business clients, including checking, savings, money market, CDs, IRAs, and safe deposit boxes.
• Provide excellent service by addressing customer inquiries, resolving account issues, and ensuring transactions are processed accurately.
• Stay informed about our products, features, benefits, and procedures, ensuring customers receive accurate information and a positive experience.
• Identify cross-selling opportunities for credit cards, electronic banking solutions, consumer loans, mortgage loans, and more, enhancing customer relationships.
• Serve as the primary point of contact for customers, ensuring their needs are met and maintaining strong, lasting relationships.
• Proactively engage with customers to uncover their financial needs, convert service opportunities into sales, and nurture those relationships over time.
• Conduct outbound calls and other activities to grow the number of products and services customers use, increasing satisfaction, sales, and revenue.
• Meet and exceed growth and sales expectations, always seeking ways to go above and beyond for customers.

Performing Teller Functions:

• Maintain accuracy and efficiency in processing teller transactions, supporting the branch’s operational integrity.
• Open and close the retail branch, performing routine tasks to ensure smooth operations at the start and end of each day.
• Adhere to all internal policies, procedures, and applicable laws and regulations, ensuring full compliance in all activities.
• Scan daily transactions accurately and on time, completing all administrative tasks with precision.

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SECONDARY DUTIES AND RESPONSIBILITIES

• Answer telephones, direct calls, and assist customers with their inquiries, ensuring a smooth and efficient branch operation.
• Provide support to other branch locations as needed, maintaining consistency and quality in customer service across all branches.
• Contribute to the overall success of the bank by documenting procedures, ordering supplies, managing vendor relationships, and assisting in other areas as needed.
• Take on additional duties as assigned to support the branch’s operations and goals.
• Other duties as assigned.

EEOC/ADA STATEMENT

The incumbent must be able to accommodate detailed work, problem solving, customer contact, math, language, verbal and written communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. 

Bank of Wisconsin is committed to the full inclusion of all qualified individuals. As part of this commitment, Bank of Wisconsin, a branch of Bank of Sun Prairie, will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. Colleagues and/or candidates should contact Human Resources with any questions or concerns. 

WORKING CONDITIONS

This position is located in an office environment with artificial lighting and controlled heating/air conditioning. The position includes prolonged periods of working on a computer and repeating motions that may include the wrists, hands, and/or fingers. The incumbent needs to occasionally move about inside the office to access file cabinets, office machinery, etc. 

SKILLS

• Proficient in using computer software and embracing new technology.
• Strong aptitude for math and analytical thinking.
• Ability to thrive in a fast-paced environment with shifting priorities and deadlines.
• Excellent organizational and time management skills.
• Exceptional problem-solving abilities and attention to detail.
• Positive, professional interpersonal and communication skills.
• Strong relationship-building skills with the ability to cross-sell products and services.
• Resourceful and proactive in solving problems and addressing customer needs.