Universal Banker III (Senior Banker)

Availa Bank•Ankeny, IA

5d•Onsite

About The Position

The Universal Banker III (Senior Banker) assists customers with financial transactions efficiently and courteously while providing a high level of customer service. The role also provides financial counseling and assists with opening and servicing consumer accounts. The position is not remote. The Senior Banker builds customer relationships, advises customers on banking products, supports customer acquisition, completes transactions, and assists with branch operations while following regulatory requirements and company policies.

Requirements

High school diploma or equivalent.
Accounting or banking experience is encouraged.
Typing proficiency with speed and accuracy; basic keyboarding skills are required.
Strong math skills, including adding, subtracting, multiplying, and dividing in all units of measure.
Strong oral, written, and interpersonal communication skills, including the ability to follow and communicate instructions, understand procedures, and write reports and correspondence.
Ability to multitask in a busy environment.
Understanding of computer and other equipment capabilities and limitations.
Strong organizational and time-management skills.
Ability to maintain a complete understanding of regulatory and compliance policies and procedures.
Ability to work flexible hours and shifts.

Nice To Haves

Accounting or banking experience.

Responsibilities

Build and maintain strong customer relationships to understand financial needs and objectives.
Provide advice on banking products, including complex accounts, personal and business accounts, and consumer loans.
Identify opportunities to deepen customer relationships and promote products and services aligned with customers’ financial goals.
Develop business and acquire customers through outbound prospecting, networking, and referrals.
Collaborate with internal teams to support seamless service and customer satisfaction.
Monitor market trends and competitor activities to inform business strategies.
Comply with regulatory requirements and company policies.
Process customer financial transactions, including deposits, withdrawals, advances, loan payments, and merchant transactions.
Maintain a balanced cash drawer.
Assist with branch operational tasks and duties as needed.
Provide financial counseling and assist with opening and servicing consumer accounts.