Universal Banker - Relationship-Led Banking & Sales

Capitol Bank; Madison (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Capitol Bank is hiring a Universal Banker to accurately process teller transactions and provide friendly, professional service to customers. The role focuses on identifying customer needs, recommending beneficial products, and referring customers to partner departments when appropriate, both in person and over the phone.

The position supports opening new personal and business products, aiming for sales targets, service behaviors, and referral goals while building loyal relationships and

Qualifications

• Excellent communication with customers and staff.
• Ability to develop solutions to meet customer and employee needs.
• Flexible to changing workload; highly self-motivated.
• Team player; respectful to staff, customers, and prospects.
• Proficiency with Microsoft Office and related software.
• Minimum of 1 year in customer service; banking experience preferred.
• College degree or equivalent work experience is acceptable.

Responsibilities

• Process transactions: deposits, withdrawals, checks, payments, and related duties.
• Cross-sell products and refer to partner departments as appropriate.
• Open, update, and maintain customer accounts; manage daily cash drawer.
• Aim to meet product sales, service behaviors, and referral goals.
• Maintain professional, friendly customer interactions in person and over the phone.

Skills

Effective communication

Customer service mindset

Problem solving

Teamwork

Adaptability

Education

College degree or equivalent

Tools

Microsoft Office Suite

Job description

Capitol Bank is hiring a Universal Banker to accurately process teller transactions and provide friendly, professional service to customers. The role focuses on identifying customer needs, recommending beneficial products, and referring customers to partner departments when appropriate, both in person and over the phone.

The position supports opening new personal and business products, aiming for sales targets, service behaviors, and referral goals while building loyal relationships and