Universal Banker II/III (Personal Banker)

Fox Valley Savings Bank•Fond du Lac, WI

1d•Onsite

About The Position

We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Fond du Lac office, but may also be scheduled to work in our Waupun and Oshkosh locations. Essential Functions: Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures. Initiates customer greeting, addressing customer by name with a smile and direct eye contact. Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one’s work at the completion of each work day. Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers. Inputs data to update customer account information and make changes as appropriate. Completes the paperwork and inputs data to establish the account relationship on the Bank’s computer system; provides appropriate disclosures. Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship. Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established. Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services. Maintains a current knowledge of the Bank’s deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate. Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed. Maintains a high level of accuracy and competency in processing transactions and entering data on the computer. Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors. Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements. Ensures that confidentiality is maintained at all times. Performs assigned clerical responsibilities in a timely manner. Understands the banks security policies and procedures, assists in opening and closing procedures. Conducts oneself in accord with the Bank’s Core Values. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.

Requirements

Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Previous banking experience
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Maintain confidentiality of information
Ability to multi-task
Ability to sit/stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed

Responsibilities

Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one’s work at the completion of each work day.
Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests.
Responds promptly to telephone inquiries from customers.
Inputs data to update customer account information and make changes as appropriate.
Completes the paperwork and inputs data to establish the account relationship on the Bank’s computer system; provides appropriate disclosures.
Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
Maintains a current knowledge of the Bank’s deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
Ensures that confidentiality is maintained at all times.
Performs assigned clerical responsibilities in a timely manner.
Understands the banks security policies and procedures, assists in opening and closing procedures.
Conducts oneself in accord with the Bank’s Core Values.