Universal Banker

Eureka Savings Bank•Mendota, IL

About The Position

The Universal Banker assists customers with a wide variety of services and advises them on how to use the bank’s products and services to meet personal financial goals while providing high-quality customer service. The role offers an opportunity to learn about a banking career, build customer relationships, and contribute to the bank’s success. The bank provides financial education, training, and advancement opportunities.

Requirements

Experience using consultative selling techniques and the demonstrated ability to listen and understand individual circumstances to make customized recommendations.
Proficiency in Microsoft Office.
Strong comprehension of the time value of money.
Excellent verbal and written communication skills.
Knowledge of bank products and services.
Ability to provide exceptional customer care, meet individual customer needs, and build customer loyalty.
Ability to relate positively to customers and coworkers in an atmosphere of mutual respect.
Trustworthiness and ability to act with integrity.
Self-motivated and enthusiastic, with a positive attitude.
Ability to handle multiple different situations, sometimes simultaneously.
Demonstrated curiosity.
Desire for continuous incremental improvement for oneself and the organization.

Nice To Haves

Some college.

Responsibilities

Demonstrate commitment to achieving bank, department, and individual goals.
Answer incoming phone calls and resolve customer inquiries.
Perform teller duties, including balancing cash drawers at the beginning and end of shifts.
Order cash supplies to meet daily needs.
Prepare and balance the ATM.
Identify customer needs and recommend appropriate products or services, including cross-selling when appropriate.
Open customer accounts, including checking, savings, CDs, HSAs, IRAs, safety deposit boxes, Christmas club, business, trust, and estate accounts.
Process required minimum distributions, distributions, and contributions to IRA accounts.
Handle customer service requests, such as address changes, statement delivery options, overdraft services, minor code changes, basic account title changes, and debit or credit card requests.
Escort customers to safety deposit box areas as needed.
Follow compliance guidelines, bank processes, and procedures to meet audit and quality-control standards.
Conduct rate surveys and distribute rate changes to employees and customers.
Educate customers about relevant digital and self-service options.
Assist with teller transactions, customer service issues, and other branch support duties assigned by a supervisor.
Perform other duties as assigned.