Universal Banker 1

Northwest Financial Corp.•West Des Moines, IA

About The Position

The Universal Banker 1 processes customer transactions accurately and professionally, providing prompt, efficient, and courteous service through multiple channels. The role handles Reg CC holds, Reg E disputes, and stop payments; builds customer relationships by sharing product and service knowledge and making referrals; and completes banking transactions in accordance with established procedures. The position also supports other roles as needed, develops job knowledge through experience and continuing education, completes Frontline Basics, maintains regulatory compliance and security awareness, participates in audits and examinations, represents the Bank in the community, attends assigned meetings, and learns the Bank’s products and services through use and Webex attendance. The role has no supervisory responsibilities. Candidates should have a high school diploma or GED (preferred), and previous experience, cash handling, and customer service experience are preferred. The position requires communication, basic mathematics, and problem-solving abilities, as well as a valid driver’s license and willingness to travel to outlying branches as business needs dictate. The work involves light physical demands and occasional exposure to moving mechanical parts and outdoor weather conditions.

Requirements

High school diploma or GED preferred.
One year of previous experience preferred.
Previous cash handling and customer service experience preferred.
Equivalent combination of education and experience may be considered.
Ability to speak multiple languages preferred.
Above-average verbal and written communication skills, including the ability to read and interpret business, professional, technical, and governmental materials; write reports, correspondence, and procedure manuals; and present information and respond to questions.
Ability to calculate figures and amounts and apply basic algebra and geometry.
Ability to define problems, collect data, establish facts, draw valid conclusions, interpret varied instructions, and work with abstract and concrete variables.
Valid driver’s license and willingness to travel to outlying branch areas as business needs dictate.
Ability to meet the stated physical demands, including frequently lifting or moving up to 10 pounds and occasionally lifting or moving up to 25 pounds.

Nice To Haves

High school diploma or GED.
One year of previous experience.
Previous cash handling and customer service experience.
Ability to speak multiple languages.

Responsibilities

Process external and internal customer transactions accurately, professionally, promptly, efficiently, and courteously through a variety of media.
Place Reg CC holds, handle Reg E disputes, and process stop payments.
Develop customer relationships and share product and service knowledge to support product delivery or referrals.
Complete customer banking transactions proficiently while following established processes and procedures.
Serve as a backup for other positions and perform other assigned duties.
Enhance career skills through work experience and continuing education.
Complete Frontline Basics.
Maintain compliance with federal, state, and local laws and regulations.
Participate in and respond to examinations, audits, and third-party reviews.
Comply with the Information Security Program and maintain risk and security awareness.
Promote a positive image of the Bank through active community involvement and visibility.
Attend assigned meetings.
Develop working knowledge of the Bank’s products and services through usage and Webex attendance to provide quality customer service, build relationships, and exceed expectations.