Universal Banker - Bilingual

Universal Banker - Bilingual 4.0 4.0 out of 5 stars 207 West Main Street, Whitewater, WI 53190 Full-time First Citizens State Bank 5 reviews Full-time Universal Banker -

Bilingual Reports To:

Retail Operations Manager The Universal Banker is responsible for cultivating and maintaining strong relationships with customers, providing personalized banking solutions, and delivering high-quality service to meet customers' financial goals. This role combines relationship-building responsibilities with daily teller transactions.

Key Responsibilities:

Teller and Transaction Processing o Accurately process routine teller transactions including deposits, withdrawals, payments, cash advances, loan payments, cashier's checks, and money orders. o Balance cash drawer daily and maintain accurate transaction records. o Verify customer identification and ensure compliance with bank security procedures. o Assist customers with night deposits, coin and currency orders, and safe deposit box access when applicable. o Respond to customer inquiries regarding account balances, transaction history, and banking services.

Customer Relationship Management:

Establish and maintain relationships with new and existing customers, understanding their financial needs and goals. Provide tailored financial advice and recommend products/services to meet customers' needs. Act as a trusted point of contact for customers, addressing customer inquiries, ensuring a high level of satisfaction through personalized service. Follow up on customer satisfaction and ensure all service expectations are met. Open and manage personal and business accounts. Help customers with setting up bill payments, and other online banking services. Assist customers with account transactions, including stop payments, wire transfers, credit card application processing, debit card disputes. Complete necessary paperwork, update account records, and maintain accurate customer information. Monitor accounts for irregularities and provides guidance to customers on managing their accounts. Safeguard sensitive customer information and maintain confidentiality at all times. Identify potential risks and take appropriate action to mitigate them.

Qualifications:

Education & Experience:

High School diploma or equivalent required Previous experience in a banking or customer service role is often required Strong communication and interpersonal skills. Excellent customer service orientation and ability to build relationships. Intermediate knowledge of banking products, services, and regulations. Ability to multitask and manage time effectively. Proficiency in banking software and technology.