Universal Banker - Hudson, IA Job at Lincoln Savings Bank
The Universal Banker provides personalized banking services including the performing of all teller functions as well as the opening and servicing of consumer deposit accounts. The Universal Banker is also responsible for referring other products and services to appropriate banking personnel.
Pulls and balances a teller drawer daily, balances the vault, coin machine, and ATM while assisting as the role of Personal Banker.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transactions with accuracy, and professionalism, while keeping a high level of customer service.
Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
Opens consumer deposits accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed; including the delivery of LSB Plus summaries.
Answers calls, takes messages, provides clients with accurate information and directs client questions when appropriate.
Serves as a resource for training.
Compiles with internal controls, operational procedures and risk management policies.
Has the flexibility to travel between branches to assist as needed.
Represents Lincoln Savings Bank in a positive light in all professional duties. Including participating in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank.
Performs other duties and responsibilities as defined by Management.
Excellent customer service skills
Strong organizational skills
Ability to work under pressure and meet deadlines
Ability to cross-sell
Detail oriented
High degree of accuracy
High school diploma or equivalent required
Prior customer service experience
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