Universal Banker Float - Tama/Grinnell, IA

Lincoln Savings Bank; Grinnell (IA); On-site; USD 42,000 - 58,000; Full time

Job summary

Lincoln Savings Bank is seeking a Universal Banker in Grinnell, IA to build relationships with customers and support their financial well-being. You will handle daily teller duties, open deposits, and educate customers on digital banking in a welcoming branch setting.

The role requires strong customer service, attention to detail, and the ability to travel between branches. Salesforce and LSB360 familiarity is encouraged, with opportunities to cross-sell and assist across business lines.

Qualifications

• High school diploma or equivalent required.
• Experience in customer service.
• Prior cash handling experience.
• Ability to obtain Nationwide Multistate Licensing System (NMLS).
• Excellent customer service skills.
• Strong organizational skills and attention to detail.
• Able to lift and move items over 10 pounds as needed.
• Proven track record of referring clients to all business lines while meeting sales goals.
• Strong written and verbal communication skills.
• Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

Responsibilities

• The Universal Banker serves as a trusted relationship partner, building strong connections with customers while supporting their financial well-being.
• Combine personalized service with broad banking knowledge for everyday transactions, accounts, and digital banking education.
• Collaborate with branch teammates and bank specialists to provide accurate, compliant customer support.
• Deliver thoughtful follow-up and high-quality service to strengthen loyalty and local economic growth.
• Travel between branches to assist as needed.
• Greet customers and provide a welcoming, top-notch service experience.
• Operate and balance teller drawer, vault, coin machine, and ATM daily.
• Complete batching and scanning of teller work through the Branch Capture System accurately.
• Process customer transactions with professionalism and accuracy.
• Answer complex client inquiries on rates, charges, and account history while complying with disclosures and privacy policies.
• Open consumer and commercial deposit accounts accurately.
• Refer clients to additional retail and bank services when opportunities arise.
• Promote Salesforce and LSB360 usage and cross-sell with referral partners when appropriate.
• Respond to calls with consultative questions and route calls efficiently; serve as a training resource.
• Adhere to internal controls, procedures, and risk management policies.

Skills

Customer service experience

Cash handling

NMLS eligibility

Excellent communication

Organizational skills

Detail oriented

Education

High school diploma or equivalent

Tools

Salesforce

LSB360

Job description

Job Duties and Responsibilities:

• The Universal Banker serves as a trusted relationship partner, building strong connections with customers while supporting the financial well-being of individuals, families, farms, and small businesses. Through active listening and meaningful conversations, the Universal Banker understands each customer's needs and recommends practical, goal-based banking solutions.
• This role combines personalized service with broad banking knowledge, enabling support for everyday transactions, account management, and digital banking education within a welcoming, relationship-focused branch environment.
• Works collaboratively with branch teammates and bank specialists, the Universal Banker ensures well-rounded customer support while maintaining high standards of accuracy, operational integrity, and compliance.
• Consistently delivers thoughtful follow-up and high-quality service, the Universal Banker strengthens customer loyalty, supports local economic growth, and reinforces the bank’s reputation as a trusted community partner.
• The Universal Banker will travel between branches to assist as needed.
• Greets customers and provides a welcoming top-notch customer service experience.
• Accurately operates and balances a teller drawer daily, balances the vault, coin machine, and ATM.
• Responsible for the completion and accuracy of batching and scanning of teller work through the Branch Capture System.
• Process customer transactions with accuracy and professionalism while maintaining a high level of customer service.
• Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
• Accurately opens all consumer and commercial deposit accounts.
• Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
• Identifies referral opportunities, refers clients and completes client follow up for additional retail and bank services.
• Embraces and promotes the use of Salesforce and LSB360. Embraces and promotes the use of Salesforce and LSB360.
• Cross sell to referral partners when appropriate; completes client follow ups as needed.
• Answers and provides consultative call experience by asking clarifying questions, identifying caller needs and facilitating accurate and efficient call routing when necessary.
• Serves as a resource for training.
• Complies with internal controls, operational procedures and risk management policies.
• Travel is expected; a valid driver's license is required.

Necessary Skills and Attributes:

• High school diploma or equivalent required
• Experience in Customer Service
• Prior cash handling experience
• Ability to obtain Nationwide Multistate Licensing System (NMLS)
• Excellent customer service skills
• Strong organizational skills
• Detail oriented
• High degree of accuracy
• Occasionally lift and/or move items over 10 pounds without reasonable accommodation
• Proven track record of referring clients to all business lines while meeting or exceeding sales goals
• Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving
• Highly effective and professional written and verbal communication skills
• Equal Opportunity Employer, including Veterans and Individuals with Disabilities.