Advanced Universal Banker

Minnwest Bank; Ortonville (MN); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Medical insurance

401(k) with Employer Match

Paid Holidays and Vacation

Paid Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement and Career Dev.

Employee Assistance Program

Paid Time Off (PTO)

Diversity and Inclusion ERG

Job summary

Minnwest Bank in Ortonville, MN seeks a Full Time Advanced Universal Banker to deliver a professional customer experience from sales to service. You will develop knowledge of bank products to offer options that meet customers' financial needs and support cross-selling and relationship-building.

Travel to other branches and Minnwest Bank Training Center in Eagan, MN may be required for universal banker training.

Qualifications

• High School diploma
• 1 year consumer lending experience
• 1-2 years selling products and services
• Knowledge of bank products
• Advanced reading, writing, and mathematical skills
• Ability to communicate with customers and coworkers in a clear, professional manner
• Willing to continuously learn and grow within the organization
• NMLS required within 6 months of employment

Responsibilities

• Provide prompt and courteous customer service by identifying and recommending bank products and services to fulfill needs.
• Open new consumer deposit accounts, cross-sell bank products and services, and prepare deposit account paperwork.
• Interact with customers to build relationships and identify cross-selling opportunities to meet sales and service goals.
• Process transactions while complying with bank policies, regulations, and laws.
• Proactively transition customers and prospects opportunities to achieve goals.
• Assist customers with account changes or inquiries and resolve issues.
• Maintain knowledge of all bank products and services.
• Comply with Minnwest Bank policies and applicable laws and regulations.

Skills

Customer service

Communication

Sales experience

Financial math

Bank products knowledge

Education

High School diploma

Associate degree

Job description

About Minnwest:

Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values:

• The customer is the first priority.
• We will keep all of the commitments we make.
• We are the people who get things done.
• We will work together as a team.
  

Job Summary:

Minnwest Bank is seeking a Full Time Advanced Universal Banker for our Ortonville location. The Advanced Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. Develop an understanding of bank products and services to provide options and solutions to satisfy customers' financial needs. This position assists customers with requests related to opening new accounts, submit credit applications for consumer loans, and handle customer deposit transactions. This position will inform customers of products and services to transition customers and prospects to bankers and business partners for retail and business products and services, as well as service existing account relationships.

This position may require travel to various branches to provide adequate staffing coverage due to unexpected staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training.

Duties and Responsibilities:

• Provide prompt and courteous customer service by identifying and recommending bank products and services to fulfill their needs.
• Open new consumer deposit accounts, cross-sell bank products and services, and accurately prepare and process all deposit account paperwork for new and existing customer accounts.
• Interact with customers to build relationships to promote and identify cross-selling opportunities to achieve individual, team, and organizational sales and service goals.
• Process transactions as requested while remaining compliant in multiple bank policies, regulations, and laws.
• Proactively transition customers and prospects opportunities to achieve individual, team and organizational sales and service goals.
• Assist customers with account changes or inquires as well as any issues or questions they may have.
• Maintain knowledge of all bank products and services.
• Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations.
• This position requires Nationwide Mortgage Licensing System (NMLS) at time of employment or obtain within 6 months of employment.

Schedule:

Full-time 40 hours per week

Monday - Friday: 8am - 5:00pm

Rotating Saturdays: 9am - Noon

Workplace Environment:

• Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction.
• Working at a computer and utilizing a telephone
• Occasionally lifting up to 50lbs

Minimum Requirements:

• High School diploma
• 1 year of consumer lending experience
• 1 to 2 years' experience selling products and services
• Knowledge of bank products
• Advanced reading, writing, and mathematical skills
• Ability to communicate with customers and coworkers in a clear, effective professional manner.
• Willing to continuously learn and grow within the organization.

Preferred Qualifications:

• 2-year associate degree
• 2 to 5 years of previous consumer lending experience, including Home Equity Line of Credit
• Ability to multi-task, be organized, effective time management.
• Is able to work independently and make decisions by analyzing complex information to determine next steps.
• Strong mathematical and problem-solving skills.

Pay Range:

$24.80 - $27.90/hour

• Paid Bonus Program for Universal Bankers when the different levels of training have been completed and proficient in tasks

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors.

Minnwest Benefits:

In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including:

• Comprehensive Medical, Vision and Dental Insurance
• Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP)
• Paid Holidays and Competitive Paid Vacation Days
• Paid Parental Leave
• Short- and Long-Term Disability
• Life, Critical Illness, and Accidental Insurance
• Tuition Reimbursement and Career Development Opportunities
• Employee Assistance Program (EAP)
• Paid Time Off to volunteer in your community
• Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group

All benefits are subject to eligibility requirements.

A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment.

EEO:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.