Universal Banker-II - Eastpark Blvd Madison, Wisconsin, United States
21 hours ago
Job description
The Universal Banker-II:
- Assists customers with opening new personal and business deposit accounts.
- Welcomes and assists customers at the Teller line.
- Accurately processes a variety of transactions including deposits and withdrawals.
- Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
- Resolves all customer needs and requests in a friendly, professional, and timely manner.
- Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships.
- Works to achieve targeted levels for product sales, service behaviors, and referral goals.
- Maintains an active community presence and participates in Bank activities including prospecting and networking.
The Universal Banker-II will also:
- Follows all established bank policies and procedures.
- Knowledgeable in bank products and services in order to cross-sell.
- Provides banker and teller coverage to the assigned branch location.
- Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents
- Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays.
- Responsible for achieving targeted levels for product sales, service behaviors, and referral goals.
- Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests.
- Handles customer account inquiries promptly and professionally.
- Maintains an active community presence and participates in Bank activities.
In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.
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