Universal Banker

Eureka Savings Bank•Peru, IL

1d•Onsite

About The Position

Assists customers with a wide variety of services and advises as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality of customer service.

Requirements

Some college preferred
Experience in consultative selling techniques with the demonstrated ability to listen well and understand individual circumstances to make customized recommendations based on each individual situation
Proficiency in Microsoft Office
Strong time value of money comprehension
Excellent verbal and written communication skills.
Knowledge of bank products and services
Exceptional customer care that satisfies the individual needs of customers and builds loyalty to bank
Ability to relate well to customers and coworkers in a positive atmosphere of mutual respect
Trustworthiness and the ability to act with integrity.
Self-motivated, enthusiastic with a positive attitude
Ability to handle a multitude of different situations; sometimes simultaneously
Must demonstrate a high level of curiosity
Desires continuous incremental improvement for both self and organization

Responsibilities

Answers incoming phone calls and resolves customer inquiries
Performs all Teller duties including balancing all monies in cash drawers at the beginning and end of shifts
Orders cash supply to meet daily needs
Prepares and balances ATM
Proactively identifies customer needs and matches needs with appropriate products or services, utilizing opportunities to suggest or cross-sell other bank products and services
Open new accounts for customers including: checking, savings, CDs, HSA, IRA, safety deposit boxes, Christmas club, business accounts, trusts and estate accounts.
RMD’s, distributions and contributions to IRA accounts
Handles customer service requests as appropriate, such as address changes, statement deliver options, overdraft services, minor code changes, basic account title changes, debit/credit card requests, etc.
Escorts customers to safety deposit box areas as needed
Adheres to all required compliance guidelines and bank process and procedures to ensure all audit and quality control reviews are passed
Conducts rate surveys and distribution of any changes to employees and customers
Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient for customer
Assist with teller transactions, customer service issues, and any other branch support duties assigned by supervisor
Performs other duties as assigned