Universal Banker: Open Accounts & Grow Relationships

Isabella Bank; Carrollton Township (MI); On-site; USD 42,000 - 60,000; Full time

Job summary

Isabella Bank is seeking a Universal Banker to specialize in new account processing, product knowledge, and building customer relationships. The role emphasizes a consultative approach to meet customers' financial goals and requires training and branch support responsibilities.

Primary duties include opening deposits, cross-selling services, assisting with loans, and promoting digital products. Travel to other locations may be required to support branch operations and team development.

Qualifications

• High School Diploma required.
• Experience opening new accounts required.
• Three years banking experience preferred.
• Associates degree or higher preferred.

Responsibilities

• Open and maintain deposits and other bank products.
• Identify cross-market opportunities and refer to Mortgage, Commercial, and Wealth Management teams.
• Enhance existing relationships with product solutions through in-person and outbound outreach.
• Assist in processing installment loans and ensure loan files contain all needed documents.
• Provide operational support to the Branch Manager.
• Operate a Teller drawer and handle deposits, withdrawals, and loan payments.
• Promote and demonstrate digital and electronic banking products and services.
• Recruit prospective customers through referrals and community involvement.
• Train branch staff on transactions, bank services, new accounts, and product knowledge; travel to other locations as needed.
• Perform other duties as assigned.

Skills

Communication skills

Customer service

Financial concepts

Multi-tasking

Problem solving

Digital banking knowledge

Education

High School Diploma

Associate degree or higher preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Isabella Bank is seeking a Universal Banker to specialize in new account processing, product knowledge, and building customer relationships. The role emphasizes a consultative approach to meet customers' financial goals and requires training and branch support responsibilities.

Primary duties include opening deposits, cross-selling services, assisting with loans, and promoting digital products. Travel to other locations may be required to support branch operations and team development.