Universal Banker III - Customer-Centric Banking & Lending

Community State Bank; Wisconsin; In loco; USD 40.000 - 55.000; Tempo pieno

Descrizione del lavoro

Community State Bank seeks a Universal Banker to handle deposits, withdrawals, account maintenance and cross-sell banking products. You will be the branch face, assisting customers with loan applications, debit issues, and account changes in a fast-paced retail environment.

The role emphasizes accuracy, compliance with regulations, and a proactive approach to customer service, with a focus on community relationships and teamwork.

Competenze

• High school diploma or GED; some banking or sales experience preferred.
• Open personal and business accounts; assist with loan processes and cross-sell bank products.
• Adhere to bank policies, ensure compliance, and maintain training requirements.

Mansioni

• Process deposits, withdrawals, loan payments, and routine requests.
• Assist customers with safe deposit boxes, address changes and account changes.
• Open/close branch operations and support Branch Manager as needed.
• Recognize customer cues for cross-selling opportunities and goals.
• Ensure compliance with regulations and participate in required training.

Conoscenze

Cash handling

Customer service

Cross-selling

Teamwork

Formazione

High school diploma or GED

Descrizione del lavoro

Community State Bank seeks a Universal Banker to handle deposits, withdrawals, account maintenance and cross-sell banking products. You will be the branch face, assisting customers with loan applications, debit issues, and account changes in a fast-paced retail environment.

The role emphasizes accuracy, compliance with regulations, and a proactive approach to customer service, with a focus on community relationships and teamwork.