Universal Banker I

Capitol Bank • Verona, WI

9d • Onsite

About The Position

The Universal Banker accurately processes customer transactions on the teller line and provides quality customer service in a friendly, professional, and timely manner. This position determines customers' needs and meets their expectations by recommending beneficial products and referring them to partner departments when appropriate. The Universal Banker ensures positive interactions with existing and prospective customers-both over the phone and in person-with a focus on acquiring and expanding loyal relationships. In addition, the role includes assisting customers with opening new personal and business products and services while working to achieve targeted levels for product sales, service behaviors, and referral goals.

Requirements

• Effective communication when working with customers and/or employees
• Ability to develop solutions to meet the needs of the customer and/or employees
• Flexibility to meet changing workload; highly self-motivated
• Team player and respectful to all staff, customers, and prospects.
• Proficient in Microsoft Office Suite and other applicable software.
• Minimum of 1 year in customer service.
• Applicable college degree or equivalent work experience.

Nice To Haves

• Previous banking experience preferred.

Responsibilities

• Delivering exceptional service by adhering to all established bank policies and procedures.
• Maintaining a strong working knowledge of Capitol Bank's products and services to effectively cross-sell and support customer needs.
• Performing a wide range of transaction-related duties, including processing deposits and withdrawals, cashing checks, issuing official checks, handling various payments, managing coin orders and bankcard cash advances, and providing account information as requested.
• Ensuring accuracy through daily cash-drawer balancing and meeting established standards for overages and shortages.
• Achieving targeted goals related to product sales, service behaviors, and referral activity.
• Opening, updating, and maintaining customer accounts.
• Prompt, professional handling of customer inquiries.
• Ongoing relationship development through regular communication, business visits, and participation in community or customer-focused events.
• Additional responsibilities may be assigned to support the overall needs of the branch and the Bank.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree