Banker (Full-Time / Monday-Friday)

River Bank; La Crosse (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

Short-term disability insurance

Paid time off (PTO)

Job summary

River Bank seeks a dynamic Universal Banker to deliver exceptional service, open deposit accounts, and deepen customer relationships. The role emphasizes product knowledge, adherence to regulatory procedures, and collaboration with the Financial Advisor team to meet client needs.

The position requires prior banking experience, strong communication, and a commitment to privacy and accuracy in handling customer information.

Qualifications

• High school diploma or GED is required.
• Experience in a bank setting is preferred.
• Two years of cash handling and two years of customer service experience are required.

Responsibilities

• Educate customers on River Bank’s products and tailor recommendations.
• Refer investment needs to Financial Advisor as appropriate.
• Follow deposit account procedures to ensure compliance with policies and regulations.
• Maintain privacy of customer information at all times.
• Assist Tellers on frontline as needed.
• Support Branch Manager with training and mentoring as needed.

Skills

Sales oriented

Customer service

Communication skills

Product knowledge

Account knowledge

Attention to detail

Problem solving

Education

High school diploma or GED

Job description

Description

Great bankers do more than manage accounts, they build trust, create opportunities, and help communities thrive. We're looking for a dynamic, customer-focused Universal Banker. This is a great opportunity to showcase your banking experience at a well-established branch.

Position Summary

A Universal Banker is responsible for meeting customer needs by opening new deposit accounts and maintaining existing deposit account services as well as assisting with customer inquiries. The Universal Banker heavily supports River Bank’s initiatives through the efforts of product/service promotion, establishing new customer relationships, and enhancing existing customer relationships.

Duties and Responsibilities

• Expert on River Bank’s products and services educating and tailoring to customers needs.
• Recognize customer investment needs and refer to Financial Advisor as appropriate.
• Follow procedures for all deposit account activities ensuring compliance with bank policies and regulations.
• Complete routine maintenance needs and updating customer changes on accounts as needed.
• Maintain privacy of all customer account information.
• Complete general clerical and administrative duties as they relate to deposit account files, department, and general bank support.
• Recognize and report any fraudulent or suspicious activity to your direct manager and/or Bank Secrecy Act (BSA) department.
• Continue to develop skills in all areas of product knowledge, documentation, selling, and general banking.
• Assists Tellers on frontline as needed.
• Assist Branch Manager with employee training and mentoring as needed.
• Assist with light housekeeping duties as needed.
• Other duties as assigned by manager.

Schedule Required

Monday-Friday 8:00am-5:00pm

Requirements

• High school diploma or GED.
• Previous work experience in a bank setting.
• Two (2) years of cash handling experience.
• Two (2) years of customer service experience.

Desired Knowledge, Skills, and Abilities

• Ability to be sales orientated while providing exceptional customer service to clients.
• General understanding and comfort level with bank products and services and deposit account regulations in order to assist customers.
• Knowledge in the differentiating account structures: including IRAs, HSAs, Revocable and Irrevocable Trusts, Fiduciary Accounts, general account titling and personal and business account structures.
• Ability to work effectively in a customer service environment requiring both face-to-face and phone-based support.
• Good verbal and written communication skills, with attention to detail.
• Strong analytical and problem solving skills.
• Sound personal computing skills.

Questions on the role? Email us at [e-mail].

River Bank offers a robust benefits package including insurances such as health, dental, vision, life, long-term and short-term disability, and more. In addition to insurance benefits, new team members accrue Paid Time Off (PTO) at a rate equivalent to 18 days annually for full-time employees. River Bank also offers paid holidays, paid volunteer hours, and 401(k) with an employer match.

River Bank provides a diverse and inclusive work environment.

We are an equal opportunity employer dedicated to hiring individuals with disabilities and protected veterans.

EOE M/F/D/V