Universal Banker

Park Bank - Madison; Madison (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Park Bank - Madison is seeking a Universal Banker to perform the duties of both Teller and Relationship Banker, including establishing new client accounts and processing routine transactions. The role supports cross-sell efforts and requires strong client service and accuracy in day-to-day branch operations.

Responsibilities include handling stop payments, wire transfers, check orders, and account maintenance while maintaining compliance with bank policies and security standards.

Qualifications

• Experience delivering exceptional client service.
• Ability to establish new client relationships and perform account maintenance.
• Knowledge of bank policies, CIP, audit and security.

Responsibilities

• Process account transactions and maintenance at the Teller station.
• Assist Branch Manager and Relationship Banker in cross-sell efforts.
• Identify client financial needs and refer to branch or partners.
• Handle client service requests such as stop payments, wires, checks, and instructions.

Skills

Customer service

Relationship banking

Cash handling

Sales referrals

Job description

JOB REQUIREMENTS: Description Who is Park Bank? At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there\\'s no one way to what\\'s next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better. If you Are Passionate About Providing Exceptional Client Service And Building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development. General Summary: The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle any and all branch servicing tasks such as vault balancing, cash shipment preparation, safe deposit box access etc.

Outcomes: 1) Balance Growth and Production Achievement (30%)

• Loan Origination, New Checking Accounts, Business Deposit Accounts,

Credit Cards, and Convenience Services 2) Client Service/Relationship Metrics (30%) a. Services per Household, Referrals, Client Service, etc.

• Cash Drawer Balancing (20%) a. Balance cash drawer in accordance with

bank policy and procedure. 4) Compliance and Operations Evaluation (20%)

• Ensure compliance with all bank policies and procedures to include

Regulations, CIP, Audit And Security. Primary Duties/Responsibilities

Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence. As needed, the Universal Banker will be responsible for processing new account requests and assisting the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients. While processing routine client transactions, the Universal Banker will identify current and future financial needs and effectively refer and/or fulfill these sales to branch and strategic partners. Perform additional responsibilities to include client service requests such as processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests. Actively work with clients to identify current and\\...

Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.