Universal Banker 1 - ITM

Northwest Financial Corp.Spencer, IA
Onsite

About The Position

This position is responsible for processing customer transactions accurately and professionally, providing prompt, efficient, and courteous service. The role involves developing customer relationships to share product knowledge and services, leading to product delivery or referrals. The Universal Banker 1 - ITM will exhibit proficiency in completing banking transactions while adhering to established processes and procedures. This role also serves as a backup for other positions and performs other assigned duties. The employee will enhance their career through work experience and education, maintain compliance with federal, state, and local laws and regulations, and participate in examinations, audits, and third-party reviews. Compliance with the Information Security Program and maintaining high risk and security awareness are crucial. The position requires establishing a good image for the Bank by being active and visible in the community and attending assigned meetings. Developing a working knowledge of the Bank's products and services through usage and training is essential for providing quality customer service, building relationships, and exceeding expectations.

Requirements

  • High school diploma or general education degree (GED) preferred
  • One year of previous experience preferred
  • Previous cash handling and customer service experience preferred
  • Equivalent combination of education and experience
  • Bi-lingual, Spanish is preferred.
  • Above average verbal and written communication skills.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts of basic algebra and geometry.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret a variety of instructions in written, mathematical or diagram form and deal with several abstract and concrete variables.
  • Must have a valid driver’s license and be willing to travel to outlying branch areas, as business needs dictate.
  • Regularly required to sit, talk or hear.
  • Occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl.
  • Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
  • Close up visual attention to detailed materials and effective hearing/verbal communication skills are needed.
  • Must make accurate visual inspection of printed and/or written materials.
  • Must be able to follow written and oral instructions.
  • Regular customer service problem solving using established variables.

Nice To Haves

  • High school diploma or general education degree (GED)
  • One year of previous experience
  • Previous cash handling and customer service experience
  • Bi-lingual, Spanish

Responsibilities

  • Responsible for processing customer (external and internal) transactions in an accurate and professional manner with prompt, efficient and courteous service.
  • Develops customer relationships that provide the opportunity to share product knowledge and services in a professional manner resulting in product delivery or referral.
  • Exhibits proficiency in completing customer banking transactions while following the established processes and procedures.
  • Serves as a backup for other position(s) and performs other duties, as assigned.
  • Enhance career through work experience and education.
  • Maintains compliance with federal, state and local laws and regulations.
  • Participates and responds to examinations, audits and third-party reviews.
  • Complies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness.
  • Establishes a good image for the Bank by being active and visible in the community.
  • Attend meetings as assigned.
  • Develops a working knowledge of the Bank’s products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations.
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