Universal Banker II - Windsor


Settlers bank
4021 MERIDIAN DR
Windsor, WI 53598
United States

Category
Industry
Banking / Financial Services
Manages Others
No
Experience Required
Yes
Degree Required
No
Security Clearance Required
No
Employment Type
Employee
Work Schedule
Full-Time
Travel
No Travel
Job Description
This position is primarily responsible for selling deposit accounts, consumer services and consumer loans;
processing a variety of account transactions and maintaining service delivery channels; and ensuring that
customers receive excellent customer service with enthusiasm, accuracy, and efficiency.
Performance Dimensions
 Ensures positive public perception by extending a courteous greeting and welcome to customers
and visitors; provides quality customer service in meeting their needs; provides walk‐in and phone‐in
customers with information and sales presentations.
 Sells deposit accounts and consumer services to new and existing customers. Assesses customer needs and
determines products to fulfill those needs.
 Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries,
and resolves related account problems to ensure customer satisfaction.
 Balances individual cash drawer and vault cash; processes wire transfers, performs related postings and
notifications
 Performs deposit, withdrawal and payment transactions for customers.
 Develops and maintains customer relationships and recognizes referral opportunities to Commercial Lending,
Treasury Management, Mortgage Lending and Private Banking
 Facilitates consumer lending application, underwriting, and approval within signing authority levels
 Establishes and supports consumer electronic banking and card services
 Cross checks set up and maintenance performed by others, ensures timely scanning and indexing of related
documents
 Performs routine start/ end‐of‐day functions including closing the location under dual control.
Teamwork Dimensions
•Demonstrates respect for co‐workers, contributes to a positive work environment
•Works collaboratively with the team
•Adheres to established bank policies and procedures, contributes to policy/procedure building
•Demonstrates understanding of, and compliance with, governing regulations and laws
•Maintains a neat and professional personal appearance and work area
•Serves on bank committees as necessary
•Represents the bank at community functions
Job Requirements
Required Skills and Experience
• Previous banking, cash handling, customer service, supervisory and/or sales experience
• Familiarity with new account opening and consumer lending processes
• Excellent communication skills and outstanding attention to detail
• Competence with MS Office products and general office equipment
• Minimum of a high school diploma required
Ratings
Employer Contact Information
Settlers bank
Trisha Thompson
4021 MERIDIAN DR
Windsor WI 53598
United States
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Settlers bank is a privately‐owned, premier provider of commercial, treasury, mortgage, and private banking services. Sb competes effectively throughout the state of Wisconsin by offering competitive products combined with personalized service, proven technologies, and by employing talented and innovative people. MEMBER FDIC