Senior Universal Banker: Relationship & Banking Expert

Availa Bank; Ankeny (IA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental & Vision plans

Health Savings Account (HSA)

Life Insurance (Company paid)

401K and ESOP

Disability Insurance (Short & LongTerm

Flexible Spending Account (FSA) & Dep.

Tuition Assistance and Discounts

Employee Assistance Program

Job summary

Availa Bank seeks a Universal Banker III (Senior Banker) to deliver high-level customer service and financial counseling. You will assist with consumer accounts and transactions, open and service accounts, and work to deepen customer relationships with appropriate banking solutions.

This non-remote role emphasizes relationship-building, compliance with regulations, and teamwork across branches to provide accurate and timely financial services to clients in the community.

Qualifications

• High school diploma or equivalent is required.
• Ability to multi-task in a busy environment.
• Typing proficiency with speed and accuracy; basic keyboarding skills required.
• Strong math skills (addition, subtraction, multiplication, division).
• Excellent written and verbal communication.
• Understanding of regulatory and compliance policies.

Responsibilities

• Build and maintain strong relationships with customers to understand their financial needs and objectives.
• Provide expert advice on banking products, including complex and consumer accounts, business accounts, and loans.
• Identify opportunities to deepen relationships and promote bank products to meet financial goals.
• Identify business opportunities and drive customer acquisition through outreach and referrals.
• Collaborate with internal teams to ensure seamless service delivery and customer satisfaction.
• Monitor market trends and competitor activities to inform strategies.
• Ensure compliance with regulatory requirements and company policies.
• Handle financial transactions (deposits, withdrawals, advances, loan payments, merchant transactions).
• Maintain a balanced cash drawer.
• Assist with branch operational tasks as needed.

Skills

Typing speed

Keyboarding

Mathematics

Communication skills

Multi-tasking

Computer literacy

Organizational skills

Regulatory knowledge

Flexible hours

Education

High school diploma or equivalent

Job description

Availa Bank seeks a Universal Banker III (Senior Banker) to deliver high-level customer service and financial counseling. You will assist with consumer accounts and transactions, open and service accounts, and work to deepen customer relationships with appropriate banking solutions.

This non-remote role emphasizes relationship-building, compliance with regulations, and teamwork across branches to provide accurate and timely financial services to clients in the community.