Universal Banker - Floater

S&T Bank•Portage, WI

4d•$15 - $31•Onsite

About The Position

The Universal Banker - Floater provides exceptional customer service across branch operations, including teller-line transactions and sales and platform duties. The employee supports individual and branch production goals by meeting assigned sales goals, with duties shared according to branch business needs. This role works at various branch locations in the assigned region to support staffing needs, employee absences, customer service demands, and business priorities. Regular travel is required, potentially up to 45 minutes from the primary location, sometimes with limited advance notice. The employee must be flexible around branch hours. The role combines transaction processing, customer account support, sales, and loan application activities. The employee uses bank systems, product knowledge, sales tools, and knowledge of policies and procedures to serve customers accurately, identify their needs, recommend appropriate products, and help grow customer relationships. The position requires CARE certification within six months of hire and completion and maintenance of applicable NMLS registration requirements under the S.A.F.E. Act before performing covered mortgage loan originator duties. The position requires a high school diploma or equivalent and two to five years of general and specialized experience. Successful completion of the retail training program, including CSR and RSA training programs, is required. Physical activities include operating keypad, electronic, and office equipment; standing and sitting; lifting; typing and data entry; and close-vision computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

High school diploma or equivalent.
Two to five years of general and specialized experience.
Successful completion of the retail training program, including CSR and RSA training programs.
CARE certification within six months of hire.
Proof of NMLS registration and a unique identifier upon hire and/or before performing duties of a Mortgage Loan Originator; registration must be maintained annually.
Flexibility to work around branch hours and willingness and ability to travel among branch locations, potentially up to 45 minutes from the primary location.
Strong interpersonal skills and ability to work independently and as a team player.
Ability to perform the physical duties described, including computer and office equipment operation, standing, sitting, typing, close-vision computer work, and lifting.

Responsibilities

Use computer systems and knowledge of bank policies and procedures to identify customers, verify transactions, prevent fraud, and complete required documentation.
Process deposits, check cashing, savings deposits and withdrawals, money orders, loan payments, and other customer transactions.
Balance teller-window cash daily and perform ATM settlement and vault balancing when applicable.
Profile customers, identify banking needs, and recommend appropriate loan and deposit products using available sales tools.
Complete the bank's sales process and customer-focused conversations, document customer notes, close business, and make follow-up calls.
Build professional customer relationships and contribute to branch production goals and sales and service standards.
Perform follow-up calls to new-account customers and outbound calls to grow existing customer relationships.
Participate in branch sales call campaigns as needed.
Enter data and prepare documentation for new accounts and changes to existing accounts.
Maintain customer accounts, answer questions, resolve account problems, and handle check orders.
Prepare loan applications using LOS software and coordinate loan document preparation.
Maintain working relationships with employees in other departments and contribute as an independent worker and team member.
Complete NMLS registration requirements under the S.A.F.E. Act and maintain registration annually when applicable to mortgage loan originator duties.
Travel regularly among assigned regional branch locations and assume additional duties as required, including ATM balancing and deposit processing.