Float Universal Banker

Capitol Bank; Verona (WI); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

Capitol Bank in Wisconsin is seeking a Float Universal Banker to provide teller coverage across branch locations and maintain knowledge of all bank products. Your role includes assisting with deposits, opening accounts, and delivering friendly, professional service.

You will travel between branches, balance cash, and contribute to sales and referral goals while staying active in the community and bank activities.

Qualifications

• Strong communication with customers and staff.
• Willingness to travel between branches and work varied hours.

Responsibilities

• Provide banker and teller coverage to all Capitol Bank branch locations.
• Maintain knowledge of Capitol Bank products and services.
• Assist customers with opening personal and business deposit accounts.
• Resolve customer needs in a friendly, timely manner.
• Process deposits, withdrawals, and teller transactions accurately.
• Promote product sales and referral goals.
• Engage with the community and participate in Bank activities.

Skills

Effective communication

Schedule flexibility

Customer service

Team player

Self-motivated

Travel between branches

Microsoft Office

Education

College degree or equivalent

Tools

Microsoft Office

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.