Universal Banker

Universal Banker The Peoples Community Bank Mazomanie, WI Job Details Full-time 2 days ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Employee stock ownership plan Referral program Qualifications Computer operation Financial sales Computer literacy High school diploma or GED Driver's License Problem-solving Financial product expertise Industry knowledge of financial regulations Organizational skills Public relations Associate's degree

Full Job Description The Peoples Community Bank Position Description Title:

Universal Banker SUMMARY Performs customer services. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides, and recognizes selling and referral opportunities.

ESSENTIAL DUTIES- UNIVERSAL BANKER 1.

Proactively prospect for new business. 2. Provides a complete range of customer services at the financial institution including opening new accounts, explaining available financial institution including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts. 3. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. 4. Assists supervisor in establishing objectives and plans for location. 5. Participates in sales, service and product training meetings. 6. Represents the financial institution in community affairs and civic organizations. 7. Processes deposits, withdrawals, transfers and loan payments. 8. Sells cashier's checks and money orders. 9. Cross sells banking products and services. 10. Assists customers with account maintenance. 11. Assists customers in the safe deposit box area to access a box. 12. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. 13. Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances. 14. Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit/leased boxes, and money orders. 15. Receives mortgage, consumer loan and other payments and ensures the payments match balances due. 16. Generates customer receipts. 17. Places holds on accounts for uncollected funds. 18. Counts, checks and packages coin and currency. 19. Is responsible for checking night depository bags and recording proper information on the financial institution's forms. 20. Prepares reports for management as required. 21. Provides personal banking account advice including suggestions for account resolution and other information to assigned customers as needed. 22. Assists potential customers in establishing new accounts and completing customer account files. 23. Reports on product marketing, enhancement, deletion and development to senior management on a regular basis.

HOURS:

38- 40 hours per week. Monday through Thursday 9:00am-5:00pm. Friday 9-5:30pm. Every other Saturday 9am-12:00pm.

CONFIDENTIALITY

Treats all information regarding the bank, its customers and employees with complete confidentiality according to all applicable federal and state regulations and generally accepted business practices. EDUCATION and/or

EXPERIENCE

Associate degree or three to five years previous experience as a customer service representative. Extensive background in financial institution operating policies and procedures, banking regulations (state and federal), employee development, and public relations. Good communication skills as well as excellent sales abilities. Good knowledge of all retail financial institution products and services.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence Ability to effectively present information one-on-one and in small group situations to customers and other employees of the organization

COMPUTER SKILLS

Ability to use current off the shelf information systems for common office functions and ability to use the functional business systems as needed for this position.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, percentages. Ability to apply concepts of basic algebra and geometry.

REASONING

Abilityto define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in narrative, mathematical or diagram form and work with several abstract and concrete variables.

CERTIFICATES, LICENSES, REGISTRATIONS

Valid Wisconsin drivers license

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Employee stock ownership plan Health insurance Paid time off Referral program Vision insurance Application Question(s): Are you willing to work two Saturdays a month from 9am-12pm? Ability to

Commute:

Mazomanie, WI 53560 (Required)

Work Location:

In person