Universal Banker II

Bank Five NineBrookfield, WI
89d

About The Position

As a Universal Banker II, your focus will be on creating a lasting impression with our customers and finding unique solutions to their financial hurdles. You will accurately process banking transactions, help acquire new banking relationships and open new accounts, retain and deepen relationships by identifying needs and offering custom financial solutions, provide account servicing and maintenance, help educate customers on digital bank solutions that can make their lives safer, easier and better, and refer customers to internal business partners (i.e. cash management, mortgage, and wealth management).

Requirements

  • High school diploma or GED
  • Basic keyboarding skills and the ability to navigate in a Windows environment
  • Minimum of 2+ years of retail banking experience

Nice To Haves

  • Knowledge of bank products and services

Responsibilities

  • Accurately process banking transactions
  • Help acquire new banking relationships and open new accounts
  • Retain and deepen relationships by identifying needs and offering custom financial solutions
  • Provide account servicing and maintenance
  • Help educate customers on digital bank solutions that can make their lives safer, easier and better
  • Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management)
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service