Universal Banker

Alerus • Pewaukee, WI

17d • Onsite

About The Position

The Universal Banker is a versatile role that combines exceptional customer service, sales, and operational responsibilities. This position serves as a trusted advisor to clients, providing tailored financial solutions while ensuring accurate transaction processing and compliance with regulatory standards. Universal Bankers are cross-trained to support both teller and platform functions, delivering a seamless banking experience.

Requirements

• 1-2 years of previous banking experience, including teller transactions and customer service.
• Understanding of bank operations, bank products, sales and new business development.
• Ability to analyze client credit data and other related financial information.
• Basic math proficiency and aptitude.
• Dedicated and satisfactory attendance/punctuality.

Responsibilities

• Build strong customer relationships through professionalism, empathy, and active listening.
• Assist clients with opening new consumer and small business accounts, ensuring accuracy, compliance, and a smooth onboarding experience.
• Balance cash drawers daily and detect counterfeit currency or fraudulent activity.
• Utilize teller and CRM systems effectively; assist clients with digital banking tools.
• Support both teller line and platform functions as needed; collaborate with branch staff to achieve goals.
• Provide personalized solutions to meet client needs and resolve inquiries or complaints with patience.
• Demonstrate knowledge in deposit accounts, loans, credit cards, and digital banking services.
• Refer clients to appropriate products, services, or specialists to meet financial goals; stay informed on new offerings and promotions.
• Adhere to all policies related to KYC, AML, and privacy standards.
• Protect client information and maintain compliance with banking laws and audit requirements.

Benefits

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed