Float Universal Banker

Capitolbank; Verona (WI); On-site; USD 40,000 - 55,000; Full time

Job summary

Capitol Bank in Wisconsin is seeking a Float Universal Banker to provide banker and teller coverage across branch locations, including Saturdays and holidays. You will maintain product knowledge, assist customers with deposits and new accounts, and support cross-selling while delivering friendly, accurate service.

Travel between branches is required; a valid driver's license and 3–5 years of banking experience are expected. Proficiency in Microsoft Office and teamwork mentality are essential.

Qualifications

• 3–5 years of customer service experience.
• 3–5 years of banking experience.
• Valid driver's license.
• Proficient in Microsoft Office Suite and other applicable software.
• Schedule flexibility including Saturdays and holidays; ability to travel between branches.
• Applicable college degree or equivalent work experience.

Responsibilities

• Provides banker and teller coverage to all Capitol Bank branch locations.
• Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
• Assists customers with opening new personal and business deposit accounts.
• Resolves all customer needs and requests in a friendly, professional, and timely manner.
• Accurately processes customer transactions on the teller line.
• Maintains an active community presence and participates in Bank activities.
• Opens new depository accounts for business and personal customers; handles account maintenance requests.
• Handles customer account inquiries promptly and professionally.
• Travel between branches as needed.

Skills

Effective communication

Flexible schedule

Solution development

Self-motivation

Team player

Microsoft Office

Customer service experience

Banking experience

Driver's license

Education

College degree or equivalent

Tools

Microsoft Office Suite

Job description

Capitol Bank, renowned for being a trusted community bank, places immense value on trust and relationships as the keystones of its success. Dedicated to delivering a rewarding and memorable banking experience, Capitol Bank leverages a profound understanding of its customers and local market insights. The Bank's ideology is rooted in the significance of each individual, championing diversity and creativity within its team to foster a culture of success. Central to Capitol Bank's philosophy is the commitment to building strong, empathetic relationships, ensuring that its goals are seamlessly aligned with those of its customers. Emphasizing the importance of communication, the Bank cultivates an environment where open dialogue, diverse perspectives, and the free exchange of ideas are not just encouraged but celebrated. The determination and innovative spirit of Capitol Bank's employees are the driving forces behind accepting challenges with creativity and initiative. Recognizing and valuing exceptional contributions at all levels, Capitol Bank stands firm in its unwavering integrity, upholding high ethical standards, honesty, and a fundamental commitment to always do the right thing. Capitol Bank's mission extends beyond banking, aiming to be a team of professionals that genuinely contributes to the community's wellbeing.

This role will be paid mileage in accordance with Capitol Bank's travel reimbursement policy.

Responsibilities:

• Provides banker and teller coverage to all Capitol Bank branch locations.
• Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
• Assists customers with opening new personal and business deposit accounts.
• Resolves all customer needs and requests in a friendly, professional, and timely manner.
• Accurately processes customer transactions on the teller line.
• Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships.
• Works to achieve targeted levels for product sales, service behaviors, and referral goals.
• Maintains an active community presence and participates in Bank activities.

Additional Responsibilities:

• Follows all established bank policies and procedures.
• Knowledgeable in bank products and services in order to cross-sell.
• Provides banker and teller coverage to all branch locations. Schedule flexibility and travel required.
• Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents
• Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays.
• Responsible for achieving targeted levels for product sales, service behaviors, and referral goals.
• Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests.
• Handles customer account inquiries promptly and professionally.
• Maintains an active community presence and participates in Bank activities.

In addition, the Float Universal Banker will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.

Skillset & Experience:

• Effective communication when working with customers and/or employees.
• Schedule flexibility including on Saturdays and Holidays. Have the ability to travel between branches as needed with minimal notice.
• Be involved in developing solutions to meet the needs of the customer and/or employees.
• Flexibility to meet changing workload; highly self-motivated.
• Be a team player and be respectful to all staff, customers, and prospects.
• Proficient in Microsoft Office Suite and other applicable software.
• 3 to 5 years of customer service experience.
• 3 to 5 years of banking experience.
• Applicable college degree or equivalent work experience.
• Possess valid driver's license.

Working Conditions:

• Must be able to sit for periods greater than 45 minutes at a time.
• Must be able to stand for periods greater than 30 minutes at a time.
• Must be able to lift a minimum of 25 pounds.
• Must be able to use computer monitors for periods greater than 45 minutes at a time.
• Must be able to perform basic typing functions.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the Bank.