Universal Banker

InBank; Pueblo (CO); On-site; USD 32,000 - 42,000; Full time

Job summary

InBank in Pueblo, Colorado is seeking an in-office Customer Service Specialist to process teller transactions, open new accounts, and advise customers on banking products. You will build trusted relationships, handle day-to-day requests, support business development goals, and ensure compliance with bank regulations while delivering exceptional service.

This role emphasizes cross-selling opportunities, accurate transaction processing, and collaboration with the branch team to meet sales and

Qualifications

• Experience delivering high-quality customer service in a banking or retail setting.
• Able to explain banking products and services to customers.
• Strong math and financial terminology skills.

Responsibilities

• Assist clients with day-to-day service requests and inquiries for personal and business accounts.
• Perform transfers, payments, and wire transactions as needed.
• Open consumer accounts with online and debit services.
• Inform customers about products and cross-sell referrals.
• Back-up teller support and accurate transaction processing.
• Meet sales goals and follow bank regulations and procedures.
• Maintain knowledge of security policies; perform other duties as assigned.

Skills

Customer service

Cross-selling

Relationship building

Financial knowledge

Regulatory compliance

Education

High School Diploma

Job description

SUMMARY OF JOB

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.

This position is 100% in office

ESSENTIAL JOB RESPONSIBILITIES

• Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.


• Perform transfers, loan payments, and wire transactions.


• Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.


• Open business accounts and support Treasury Management products and services implementation.


• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.


• Assist the teller line as a back-up teller and accurately assist customers with processing transactions.


• Meet/exceed sales and referral goals and meet/exceed individual and branch targets.


• Maintain current knowledge and follow all bank financial and security regulations and procedures.


• Other duties as assigned.

SPECIFIC DUTIES AND RESPONSIBILITIES

Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.

Financial: Familiarity with financial terms and practices; mathematical calculations.

Administrative Duties: Not Applicable

Autonomy: Discretion for recognizing and minimizing risk to the bank.

Employees Supervised: Not Applicable

Budget Responsibility: Not Applicable