Universal Banker

NORTHWESTERN BANKChippewa Falls, WI
23hOnsite

About The Position

Universal Banker Northwestern Bank, a proud member of the greater Chippewa Valley communities since 1904, is currently accepting applications for a full-time Universal Banker for our Main Bank, located in downtown Chippewa Falls. This position will be regularly scheduled to work Monday through Friday and 1 - 2 Saturdays (8:45 am - 11:00 am) per month. This position is responsible for handling the financial transactions of our customers in a friendly, accurate, and efficient manner, will assist customers with account openings and closings, assist our customers with their online banking questions, and will work with IRA's, HSA's, CD's, etc. A complete job description can be found below. The ideal applicant will love working with people, have the desire to provide a high-quality customer experience, be detail oriented, have an outgoing personality, be willing to work in a team environment, and will exemplify our Core Values of deliver an exceptional experience, shine through service, create positive impact, lead with integrity, and foster genuine relationships. Northwestern Bank is very supportive of the communities that we serve, offers a great work environment, and keeps a positive work-life balance for our employees. Northwestern Bank offers the following: Competitive Pay Generous 401K plan Health, Dental, Vision, Life and Long-term Disability Insurance Incentive Bonus program Paid Vacation, Holiday and Sick Time Paid Parental Leave Well-rounded EAP program EOE, including disability/veterans Northwestern Bank Mission Statement Building Stronger Communities Where People Matter Core Values Deliver an exceptional experience. Shine through service. Lead with integrity Create positive impact. Foster genuine relationships. About Northwestern Bank Northwestern Bank is a locally owned, community bank proudly serving our communities for over 100 years. We are building stronger communities where people matter, and we do that by putting our core values in action. Northwestern Bank is a reflection of each of the communities we serve and like our communities we are strong, committed, and genuine. We treat customers like family, giving sound advice, and honest financial direction. About Our Employees Northwestern Bank employees are remarkable in their commitment to our communities, customers, and to each other. They bring our values to life as they perform their day-to-day responsibilities, make decisions, and in how they treat others. Our employees regularly rise above expectations as they seek to help others, always being truthful, respectful, and trustworthy. They serve our communities through active volunteerism. Universal Banker Position Summary: Serves the transaction processing needs, identifies needs and provides appropriate account services to Bank customers and potential customers in a friendly, helpful, efficient, professional and accurate manner. Maintains and balances a cash drawer.

Requirements

  • Must have earned or be in the pursuit of a high school diploma or equivalent program.
  • Must possess: friendly, courteous and professional customer service attitude; basic mathematical skills, technical ability to input and retrieve computerized information; excellent verbal communication skills for interacting professionally with customers and relating to other employees; ability to maintain the integrity of highly confidential information; ability to deal effectively with time pressures and stress; ability to lift approximately 50 lbs. and stand for prolonged periods.
  • May need to bend, stoop, and lift to move office materials, retrieve files, and do light janitorial duties.

Responsibilities

  • Serves customers with their accounts by completing a variety of transactions according to Bank policy and procedure. Accepts and processes deposits, withdrawals, transfers monies, process payments, cashes checks and bonds, fills coin/currency orders. Process the purchase of money orders, gift cards, and cashier checks. Processes cash advances.
  • Balances cash drawer according to accepted procedure. Counts cash and runs coin counter. May need to strap cash, roll coin, and sort out mutilated money.
  • Opens accounts for customers, explain various accounts, services, and policies; processing, filing and maintaining account records; assisting customers with ordering checks and completion of direct deposit forms. Includes checking, savings, savings bonds, Visa Card & Merchant Service Referrals, Debit Card applications, and certificates of deposit. Collects legal documents and titles account appropriately.
  • May set up fiduciary accounts, Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) as requested.
  • Assists customers with maintaining their accounts, balance checkbooks, positively solve complaints and account problems, updates to customer information, provide interest rates, advise customers of options to better meet their needs, process stop payments, automatic deductions, etc. Closes accounts as needed.
  • Assists customers with electronic banking products set up including but not limited to, online banking, Mobile Banking, bill pay, remote deposit capture, Zelle, My Card, etc.
  • Collect CIP information, run Chex system, and OFAC.
  • Prepares reports and correspondence as needed or requested. Documents files clearly and accurately. Input wire transfers on Excel spreadsheet, type up unclaimed property letters.
  • Process and/or verify outgoing/incoming domestic and international wires.
  • May be responsible for balancing vault cash and coin machine according to established procedures. May be responsible for balancing money order machine at end of day.
  • May be responsible for maintaining and balancing ATM machine.
  • Performs opening and closing duties according to established schedule and procedures.
  • Knows and strictly follows all security and internal control procedures. Notifies supervisor immediately of any suspicious activity or questionable transactions.
  • May assist customers with safe deposit box requests. Opens and closes safe deposit box accounts, processes payments and other billing activities, etc.
  • Perform general office duties including answering/transferring phone calls, preparing incoming/outgoing mail, making copies, requesting maintenance service, etc.
  • May need to perform light janitorial duties including, dusting, vacuuming, wet mopping, and light shoveling.
  • May be asked to serve as a Notary Public and notarize official government documents.

Benefits

  • Competitive Pay
  • Generous 401K plan
  • Health, Dental, Vision, Life and Long-term Disability Insurance
  • Incentive Bonus program
  • Paid Vacation, Holiday and Sick Time
  • Paid Parental Leave
  • Well-rounded EAP program
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