Universal Banker

InBank in; Springer (NM); On-site; USD 36,000 - 60,000; Full time

Job summary

InBank is seeking a Universal Banker (Administrative) to provide high-quality service to customers, open and manage both consumer and business accounts, and support lending and treasury needs. This role is office-based with a split schedule across Springer and nearby locations.

The candidate should be adept at handling complex inquiries, cross-selling banking products, and ensuring compliance with financial regulations while contributing to branch growth and customer satisfaction.

Qualifications

• Strong emphasis on excellent customer service skills.
• Ability to work effectively with both internal and external contacts.

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 customers 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.

Skills

Customer Service

Financial Terms

Job description

Universal Banker (Administrative)

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 - Springer 3 days and Cimmaron 2 days

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 customers 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.