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Universal Banker - MADISON, WI,

Job Information

Job Order ID :
WI3827020
# of Positions :
1
Minimum Education Level :
High School Diploma/GED
Experience Required :
Training :
High School Diploma/GED Equivalent
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Description General Summary: The role of the Universal
Banker is to perform the essential duties and responsibilities of both
the Teller and Relationship Banker role with the exception of offering
loan products to clients. This position will establish new client
account relationships as needed while also processing account
transactions at the Teller station and completing basic account
maintenance requests. The Universal Banker will also be trained to
handle any and all branch servicing tasks such as vault balancing, cash
shipment preparation, safe deposit box access etc. Outcomes: 1) Balance
Growth and Production Achievement (30%) a. Loan Origination, New
Checking Accounts, Business Deposit Accounts, Credit Cards, and
Convenience Services 2) Client Service/Relationship Metrics (30%) a.
Services per Household, Referrals, Client Service, etc. 3) Cash Drawer
Balancing (20%) a. Balance cash drawer in accordance with bank policy
and procedure. 4) Compliance and Operations Evaluation (20%) a. Ensure
compliance with all bank policies and procedures to include regulations,
CIP, audit and security. Primary Duties/Responsibilities: - Perform
daily office responsibilities and tasks such as account transactions,
account maintenance, and customer correspondence. - As needed, the
Universal Banker will be responsible for processing new account requests
and assisting the Branch Manager and/or Relationship Banker in
cross-sell efforts to existing clients. - While processing routine
client transactions, the Universal Banker will identify current and
future financial needs, and effectively refer and/or fulfill these sales
to branch and strategic partners. - Perform additional responsibilities
to include client service requests such as processing stop payments,
wire transfers, placing check orders, processing special instructions on
accounts and processing account maintenance requests. - Actively work
with clients to identify current and future financial needs and
effectively offer solutions either directly or indirectly through
business partner referrals. Requirements Qualifications: - High school
diploma required; Associate degree or equivalent preferred - Minimum 1-3
years of related work experience required - Park Bank is a drug free
workplace. All candidates selected for new employment with PARK BANK
will be required to submit to drug testing after a conditional offer of
employment. Employment is contingent on the associate passing the drug
test - Credit, Criminal and Driving history will be reviewed when making
final employment decisions consistent with applicable laws. - - The
Immigration Reform and Control Act of 1986 require employers to verify
the employment status of each person hired. Park Bank is an equal
opportunity employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion,
sex, national origin, disability status and protected veteran status.
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/A5770B2CF52F4768

Company Information

Name :
THE PARK BANK

Application Information

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