Universal Banker Float - Tama/Grinnell, IA
About The Position
The Universal Banker serves as a trusted relationship partner for individuals, families, farms, and small businesses. Through active listening and meaningful conversations, the role identifies customer needs and recommends practical, goal-based banking solutions. The position combines personalized service and broad banking knowledge to support everyday transactions, account management, and digital banking education in a welcoming, relationship-focused branch environment. The Universal Banker works with branch teammates and bank specialists to provide accurate, compliant support, thoughtful follow-up, and high-quality service. The role travels between branches as needed.
Requirements
- High school diploma or equivalent.
- Customer service experience.
- Prior cash-handling experience.
- Ability to obtain Nationwide Multistate Licensing System (NMLS) registration.
- Strong customer service skills.
- Strong organizational skills and attention to detail.
- High degree of accuracy.
- Proven ability to refer clients to all business lines while meeting or exceeding sales goals.
- Ability to take initiative and use sound judgment in decision-making and higher-level problem-solving.
- Highly effective and professional written and verbal communication skills.
- Valid driver’s license; travel is expected.
- Ability to occasionally lift and/or move items weighing more than 10 pounds without reasonable accommodation.
Responsibilities
- Welcome customers and provide a high-quality customer service experience.
- Operate and balance a teller drawer daily, and balance the vault, coin machine, and ATM.
- Complete and ensure the accuracy of teller work batching and scanning through the Branch Capture System.
- Process customer transactions accurately and professionally.
- Answer customer inquiries about interest rates, service charges, account transactions, and account histories while following disclosure requirements, regulations, and consumer privacy policies.
- Open consumer and commercial deposit accounts accurately.
- Identify referral opportunities, refer customers to additional retail and bank services, and complete follow-up as needed.
- Promote and use Salesforce and LSB360.
- Cross-sell to referral partners when appropriate and complete customer follow-ups as needed.
- Provide consultative phone support by asking clarifying questions, identifying caller needs, and routing calls accurately and efficiently when necessary.
- Serve as a training resource.
- Comply with internal controls, operational procedures, and risk management policies.
- Travel between branches to assist as needed.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
