Universal Banker: Build Relationships & Drive Growth

Capitolbank; Madison (WI); On-site; USD 40,000 - 52,000; Full time

Job summary

Capitol Bank seeks an Universal Banker to process teller transactions and deliver high-quality customer service in a friendly, professional, and timely manner, while identifying customer needs and guiding them to suitable products and partner referrals.

The role emphasizes building loyal customer relationships, assisting with opening personal and business accounts, and achieving sales and service goals through proactive engagement and cross-selling.

Qualifications

• Effective communication with customers and staff.
• Develop solutions to meet customer needs.
• Flexible to changing workloads; self-motivated.
• Team player respectful to staff, customers, and prospects.
• Proficient in Microsoft Office and related software.
• At least 1 year in customer service; banking experience preferred.
• Applicable college degree or equivalent work experience.

Responsibilities

• Process deposits, withdrawals, checks, and payments with accuracy.
• Cross-sell products and refer customers to partner departments.
• Balance cash drawer daily and manage cash handling standards.
• Open and maintain customer accounts; support sales and referrals.
• Engage customers through regular communication and community events.

Skills

Effective communication

Solution development

Flexibility

Team player

Microsoft Office

Customer service experience

Education or equivalent experience

Education

Applicable college degree or equivalent

Tools

Microsoft Office Suite

Other applicable software

Job description

Capitol Bank seeks an Universal Banker to process teller transactions and deliver high-quality customer service in a friendly, professional, and timely manner, while identifying customer needs and guiding them to suitable products and partner referrals.

The role emphasizes building loyal customer relationships, assisting with opening personal and business accounts, and achieving sales and service goals through proactive engagement and cross-selling.