Full-Time Universal Banker/Teller I

First Mid Bank & Trust•Beloit, WI

2d•$18 - $19

About The Position

The Universal Banker/Teller I provides customer service and banking transactions at First Mid. The role focuses on developing personalized customer relationships, understanding customer needs, and providing appropriate solutions while following company service standards and bank policies. Responsibilities include accurately processing transactions, maintaining and balancing a cash drawer, opening and updating accounts, protecting customer confidentiality, and following compliance, security, and operational procedures. The role also supports sales by maintaining customer and business-partner relationships, educating customers about alternate banking channels, identifying cross-selling opportunities, making referrals, and meeting established goals. The employee may work at other First Mid Banking centers and may participate in community events and promotional activities.

Requirements

High school diploma or GED.
Proficiency in Microsoft Office and computer applications.
Successfully complete required compliance and First Mid training curriculum to become proficient in the basic account-opening process.

Nice To Haves

At least one year of customer service and cash-handling experience and/or previous experience working in a financial institution.
Previous sales experience.

Responsibilities

Provide a quality service experience by resolving customer needs promptly and supporting customer satisfaction.
Follow company service standards, including greeting customers and making them feel welcome.
Accurately and efficiently process transactions within policy guidelines, including deposits, withdrawals, payments, check cashing, and cashier’s checks.
Seek manager assistance with suspicious transactions and approval for transactions outside authorized limits.
Follow bank compliance, security, and operational policies and procedures.
Maintain and balance a cash drawer and assist with daily branch operations.
Open accounts, including checking, savings, safe deposit box, and basic business accounts.
Make changes to existing accounts at customers’ request.
Identify process improvements that could improve the customer experience and communicate ideas to branch management.
Allow safe deposit box holders entry when applicable.
Maintain professional appearance and conduct and protect customer confidentiality.
Participate in bank promotions, community events, and promotional activities as applicable.
Work in other First Mid Banking centers as required.
Complete other assigned duties.
Develop and maintain relationships with business partners and customers.
Educate and encourage customers to use alternate delivery systems, including ATMs, debit cards, and online and mobile banking.
Maintain knowledge of banking products through training, branch meetings, and corporate communications.
Identify cross-selling opportunities and refer customers to appropriate business lines.
Consistently meet or exceed established position goals.

Benefits

Comprehensive healthcare and well-being benefits.
Paid family leave and generous paid time off.
Banking perks.
Tuition reimbursement.
Employee Stock Purchase Plan.
401(k) plan with company match.
Competitive health, dental, and vision coverage with HSA match.
Paid holidays.
Parental leave.
Performance-based bonuses.
Discretionary short-term incentives, such as bonuses, incentives, and/or commission.