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JOB REQUIREMENTS: Description Job Description for Universal Banker
position: Under direct supervision of an Assistant Manager or Community
President, this position is responsible for assisting customers in a
dual role (Platform/60% Teller) focused on delivering outstanding
service with every customer interaction. The Universal Banker will
perform teller transactions, service existing customers, and offer
product and service solutions to existing customers or prospects when
appropriate and beneficial. The Universal Banker is responsible for
completing all training, passing Banker Certification within 6 months of
hire/promotion date prior to progressing to Universal Banker I, and
demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for Universal Banker position: Efficiently
process customer transactions with a high level of integrity, accuracy
and knowledge. Identify, expand and deepen customer relationships by
profiling customers in an effort to recommend appropriate products and
services that meet customer needs. Make referrals to other appropriate
lines of business (i.e., WIS and WMC) to meet customer needs. Accurately
open, maintain and close deposit accounts and services. Answer customer
questions and resolve related account issues, including phone and
in-person. Perform service related activities such as on-boarding calls
and appropriate follow-up with customers. Engage in reactive sales and
cross-sell activities, including calling on campaign lists and follow-up
on referrals received. Maintain knowledge of WSB's core processing
system, WSB products and services, WSB policies and procedures, and
regulatory requirements governing retail deposit accounts. Keep abreast
of industry trends, standards and external factors that may affect the
bank. Operates in full compliance with internal policies/procedures, as
well as applicable regulations/laws Perform other duties as assigned.
Qualifications for Universal Banker position: Experience Required: 6
months of sales and/or customer service experience Preferred: 1 year of
sales and customer service experience in a sales and goals based
environment, with a strong emphasis on customer service Education
Required: High School Diploma or general education degree (GED)
Preferred: Associate's Degree business or related field Certifications,
Licenses, Registration Required Banker Certification within 6 months of
hire/promotion date Benefits for Universal Banker position: Outstanding
Medical, Dental, and Vision Insurance 401(k) matching Employee Stock
Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And
so much more! EOE-Minorities/Females/Vets/Disabled Affirmative Action
Employer APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/BD0C1F675EC747DD
