Univeral Banker

TS Banking GroupTreynor; Whitehall (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Universal Banker in Whitehall, WI. The role involves greeting customers, opening accounts, and promoting bank products while ensuring compliance and enhancing customer experience. Candidates should possess a high school diploma and relevant experience in finance or sales.

Benefits

Health and dental insurance

Life insurance

PTO and holiday pay

401K plan with matching

Professional development allowance

Gym membership reimbursement

Qualifications

• High school diploma or GED required.
• One year of experience in a financial institution, sales, or cash handling preferred.

Responsibilities

• Assist with daily operations, including account servicing.
• Achieve sales goals by identifying and pursuing sales opportunities.
• Open accounts and promote bank products.

Skills

Sales

Customer Service

Compliance Knowledge

Education

High school diploma or GED

Additional education or training

Job description

Job Title: Universal Banker

First National Bank and Trust is seeking to hire a Universal Banker. This position contributes to sales targets by identifying and fulfilling simple sales opportunities and promoting bank products. Responsibilities include greeting customers, opening accounts, and collaborating with team members to ensure an optimal customer experience.

Qualifications: High school diploma or GED required; additional education or training preferred. One year of experience in a financial institution, sales, or cash handling is a plus.

Location: Whitehall, WI

Starting Pay: $18.00/hr

Key Responsibilities and Skills:

• Assist with daily operations, including account servicing and opening/closing procedures.
• Achieve sales goals by identifying and pursuing sales opportunities.
• Cross-sell bank products to new and existing clients.
• Ensure compliance with regulations and internal policies.
• Build trustful relationships with clients and team members.
• Greet and interact with customers, addressing their transactional needs and inquiries.
• Open accounts, promote bank products, and work with clients to enhance their banking experience.
• Engage in community activities to promote the bank.
• Maintain knowledge of banking products and services for referrals and client interactions.
• Perform account opening and transactional services efficiently and professionally.
• Ensure compliance with BSA and banking regulations.
• Participate in business development activities and community events.
• Operate banking systems and software proficiently.
• Maintain reliable transportation for work-related travel.

Benefits:

• Health and dental insurance
• Life insurance
• PTO and holiday pay
• 401K plan with matching
• Professional development allowance
• Gym membership reimbursement

For application assistance, click here.

EEO Statement: TS Banking Group is an equal opportunity employer and complies with VEVRAA and Section 503. We are committed to affirmative action for protected veterans and individuals with disabilities. Requests for our Affirmative Action Plan can be made to Angela Avis during HR hours or accessed via our intranet.