Universal Banker

WATERTOWN CHAMBER OF COMMERCE; Watertown (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

The Watertown Chamber of Commerce is seeking a Universal Banker to develop relationships with customers and prospects in Watertown, WI. You will process transactions, open and maintain accounts, and cross-sell bank products.

In this role you will greet customers, identify financial needs, and partner with specialists such as Loan Officers to provide access to experts. Strong communication and confidentiality are essential, with prior CSR or banking experience preferred.

Qualifications

• One year of CSR or personal banking experience preferred.
• Professional customer service aptitude.
• Strong written and verbal communication skills.
• Ability to maintain the confidentiality of customer and bank information.
• Able to handle time pressures during busy periods.

Responsibilities

• Greet and engage customers and prospects.
• Process transaction requests for customers.
• Open new accounts and maintain existing accounts.
• Cross-sell bank products and services.
• Partner with Loan Officers and specialists to provide access to experts.
• Develop relationships with prospective customers.

Skills

Customer service

Verbal communication

Confidential information handling

Time management

Tools

Microsoft Office

Job description

We are seeking a Universal Banker! You will be responsible for developing relationships with our customers and prospects, processing customer transaction requests, opening new accounts, maintaining existing accounts, and cross selling additional bank products and services at our office in Watertown, WI.

Key Responsibilities

• Professionally greet and engage customers and prospects.
• Process transaction requests for customers.
• Discover financial needs and provide product and service recommendations.
• Partner with specialists, such as Loan Officers, to provide customers with access to experts who can assist them with specialized financial needs.
• Promote products and services to customers, as well as proactively develop new relationships with prospective customers.

Qualifications

• One year of previous CSR or personal banking related experience with a financial institution preferred.
• Courteous and professional customer service aptitude.
• Proficient knowledge of Microsoft office products and ability to learn and become efficient and accurate with various computer applications.
• Excellent verbal communications skills.
• Ability to maintain the integrity of highly confidential customer and bank information.
• Ability to deal effectively with time pressures based on the level of customer activity.