Universal Banker - Greene, IA

Lincoln Savings Bank; Iowa; Sur place; USD 40 000 - 60 000; Plein temps

Résumé du poste

Lincoln Savings Bank in Greene, IA is hiring a Universal Banker to build relationships, support personal and business banking needs, and travel between branches. You will handle everyday transactions, provide digital banking education, and collaborate with branch teammates to deliver high-quality service.

The role emphasizes customer-focused solutions and adherence to banking regulations, with opportunities to refer clients to all lines of business.

Qualifications

• High school diploma or equivalent required.
• Experience in Customer Service.
• Ability to obtain Nationwide Multistate Licensing System (NMLS).
• 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.

Responsabilités

• Greet customers and provide a welcoming top-notch customer service experience.
• Accurately operate and balance a teller drawer daily, balance the vault, coin machine, and ATM.
• Complete and ensure accuracy of batching and scanning of teller work through Branch Capture System.
• Process customer transactions with accuracy and professionalism while maintaining a high level of customer service.
• Answer complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
• Open all consumer and commercial deposit accounts.
• Respond to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
• Identify referral opportunities, refer clients and complete follow up for additional retail and bank services.
• Promote the use of Salesforce and LSB360. Cross sell to referral partners when appropriate; complete client follow ups as needed.
• Provide consultative call experience by asking clarifying questions and routing calls when necessary.
• Serve as a resource for training.
• Comply with internal controls, procedures, and risk management policies.
• Travel is expected; a valid driver's license is required.

Connaissances

Customer service experience

Strong organizational skills

Detail oriented

High degree of accuracy

Excellent written and verbal communic

Ability to take initiative

Sound judgement in decision-making

Professional communication

Formation

High school diploma or equivalent

Outils

Salesforce

LSB360

Description du poste

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker - Greene, IA

Greene Full Time Greene, IA, US

6 days ago Requisition ID: 1217

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

Ability to obtain Nationwide Multistate Licensing System (NMLS)

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.