Universal Banker

Midwest Heritage Services•Des Moines, IA

6d•Onsite

About The Position

The Universal Banker I (Teller) performs teller and personal banking functions, promotes Midwest Heritage products and services, and provides competent, courteous service to current and prospective customers. The role combines customer service, account relationship development, sales, transaction processing, cash-drawer balancing, and clerical support. Employees are expected to protect confidential customer, employee, bank, insurance, and financial information and comply with applicable state and federal requirements. Retail locations operate six days a week, with weekday hours extending until 6:00 p.m. The position requires flexibility to work scheduled weekdays, evenings, and some weekends; the Chariton location requires Saturday availability. Work is primarily indoors, with occasional local travel. The position is classified sedentary/light and involves extended periods of sitting and/or standing, frequent customer communication, and regular computer and office-equipment use.

Requirements

Must be at least 16 years of age.
Successful experience in a customer service capacity.
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 availability for 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.
Ability to operate a computer and office productivity machinery and perform tasks requiring close visual acuity.

Nice To Haves

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

Responsibilities

Complete in-aisle walks and public-address announcements at retail locations, as applicable.
Increase account relationships with existing customers and attract new customers by introducing products and services.
Achieve sales goals on a continuous basis.
Process teller transactions and maintain and balance a cash drawer daily.
Maintain knowledge and skills relating to Midwest Heritage products and services through ongoing training and internal communications.
Assist the Operations Supervisor with clerical work, including filing, ordering supplies, maintaining office records, and preparing reports.
Achieve operations goals on a continuous basis.
Help 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 with employees, customers, and suppliers; contribute effectively to a team; and work independently while coordinating with others as needed.