Universal Banker

Midwest Heritage, A Hy-Vee Company•Lake City, IA

About The Position

The Universal Banker I is responsible for teller and personal banking functions. The role promotes Midwest Heritage products and services and provides competent, courteous service to existing and prospective customers. The position also supports the Operations Supervisor with clerical duties and works to meet sales and operational goals. Retail locations have varying schedules, including weekday evenings and some weekend hours; the Chariton location is open six days a week and requires Saturday availability.

Requirements

Must be at least 16 years of age.
Successful experience in a customer service capacity.
Previous experience must demonstrate the ability to sell, communicate effectively, and provide excellent customer service.
Professional presentation and excellent communication skills.
Strong attention to detail.
Strong computer and keyboarding skills.
Ability to report to work as scheduled and on time.
Retail-location employees must be available on workdays, evenings until 6:00 p.m., and weekends; the Chariton location requires Saturday availability.
Ability to sit and/or stand for long periods.
Ability to communicate with customers in person and by phone and exchange accurate information.
Close visual acuity for preparing and analyzing data and figures, transcribing, viewing a computer terminal, and reading.

Nice To Haves

Previous sales or cash management experience.
Previous bank teller experience.

Responsibilities

Complete in-aisle walks and public-address announcements as required at retail locations.
Build account relationships with existing customers and attract new customers by introducing products and services.
Meet sales goals continuously.
Process teller transactions and maintain and balance a cash drawer daily.
Maintain knowledge of Midwest Heritage products and services through ongoing training and internal communications.
Assist the Operations Supervisor with clerical support, including filing, ordering supplies, maintaining office records, and preparing reports.
Meet operational goals continuously.
Ensure customers are satisfied with the products and services they obtain.
Communicate proactively and professionally with customers about their financial needs.
Protect the privacy and confidentiality of customers, employees, and bank, insurance, and financial information.
Follow state and federal regulatory requirements and complete assigned training within required timeframes.
Perform quality work within deadlines; interact professionally; contribute effectively as a team member; and work independently while coordinating with others.