Banker 2

Ion Bank; Town of Farmington (WI); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401k and Employer Match

Life Insurance

Disability

HSA

FSA

Educational Assistance

Wellness Programs

Employee Assistance Program

15 PTO Days

11 Paid Holidays

Job Shadowing

Job summary

Ion Bank seeks a Banker 2 to deliver superior customer service, open accounts, handle teller transactions, and cross-sell bank products to meet customers’ financial needs. You will balance daily work and adhere to policies in a fast-paced branch.

Join a team that values service standards, growth opportunities, and community involvement while providing confidential financial solutions to both consumer and small business customers.

Qualifications

• High school diploma preferred.
• 1-2 years of retail banking experience, including teller and sales.
• Strong customer service and communication skills.
• Ability to follow policies and procedures and maintain accuracy.

Responsibilities

• Provide superior customer service and perform banking functions with high expertise.
• Open accounts, perform account inquiries, teller transactions, and branch operations.
• Cross-sell products and services to meet customer needs and branch goals.
• Identify customer financial needs and refer to appropriate bank specialists.
• Balance self and branch daily and ensure accuracy of transactions.
• Maintain knowledge of all bank products and services for customers.

Skills

Customer service

Cross-selling

Retail banking

Cash handling

Education

High school diploma

Tools

Branch systems

Job description

At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.

As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond.

Who we are seeking for this role:

Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers’ financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.

As a Banker 2 you are responsible for:

Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.

Responsibilities:

• Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
• Possess excellent working knowledge of all bank products and services, consumer, and business.
• Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
• Promote, cross-sell, and upsell bank products and services that meet customers’ needs.
• Identify and refer customers or prospects to non-bank product associates as appropriate.
• Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
• Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
• Required to register with the Nationwide Mortgage Licensing System and Registry
• (NMLS) and maintain a unique identifying number with appropriate training.
• Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
• Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
• Accurately balance self and branch office daily; order money; compile currency transaction reports.
• Process customer transactions accurately and courteously.
• Ensure that all work performed is complete and accurate.
• Assist in resolving problems with branch equipment, balancing, and operational issues.
• Ensure that the Bank’s security policy and program and the Bank’s loss prevention guidelines are carried out within the branch.

Education and Qualifications:

• High school diploma preferred.
• One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience.
• 401k and Employer Match
• Life Insurance
• Disability
• HSA
• FSA
• Educational Assistance
• Wellness Programs
• Employee Assistance Program
• 15 Paid Time Off Days
• 11 Paid Holidays
• Job Shadowing

Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.