Universal Banker

3 months ago

Sioux Falls, United States The First National Bank in Sioux Falls Full time
Job DescriptionJob Description

Position Summary:

A Universal Banker is a versatile and customer-focused banking professional who plays a crucial role in providing a wide range of financial services to bank customers. You will be responsible for building customer relationships by recognizing opportunities and making referrals, processing a variety of customer transactions and balancing those transactions at the end of the day. Knowledgeable of all Bank products and services in order to maximize account relationships with new and existing customers. Counsel bank customers and prospects to sell and cross sell bank offerings to meet their needs. You may oversee a portfolio of customers depending on branch needs. As a Universal Banker, your role will encompass and expand upon the responsibilities of a Teller.

In addition, our FIRST Values apply to all teammates without exception.

FIRST Values

  • Family – We support, trust, and respect each other, our customers, and our shareholders.
  • Independence & Innovation – We embrace change as vital to our success.
  • Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
  • Stewardship – We take care of ourselves so we can take care of others.
  • Teamwork – We help each other grow and succeed.

Who we are:

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 135 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

What will you do:

Accountabilities

Sales & Service

Execute the Sales and Service program of the department when working with customers.

  • Provide exceptional customer service by actively engaging with customers, addressing their inquiries, and resolving issues promptly and professionally.
  • Perform various banking transactions accurately and efficiently.
  • Effectively manage cash handling responsibilities including balancing cash drawers and vaults, to maintain accuracy and security.
  • Assist customers in opening, closing, and maintaining various types of accounts, such as savings, checking, certificates of deposits (CDs), and retirement accounts.
  • Act as a financial advisor in identifying customer needs and recommending appropriate banking products and services, such as loans, credit cards, and investment options or referring the customer to other departments.
  • Promote and cross-sell banking products and services to meet sales targets and enhance the overall customer relationship.
  • Handle customer complaints and issues effectively, escalating them to department supervisor or other bank teammates as appropriate.
  • Proficiently use banking software and technology systems to facilitate transactions, account management, and customer interactions.
  • Monitor teller transactions and provide support as needed.
  • Strive to meet goals that have been set for them and for their overall team.
  • Deliver world class customer service by exceeding customer's expectations and building brand loyalty.
  • Based on location, there may additional responsibilities assigned.

Quality

Follow guidelines, policies, and procedures of the bank to keep errors to a minimum.

  • Stay up-to-date with banking regulations and compliance requirements to ensure all activities adhere to legal and ethical standards.
  • Ensure that all customer transactions are processed with precision and without errors. Accuracy in financial transactions is crucial to maintaining the trust of our customers and maintaining compliance with banking regulations.
  • Properly document all customer account activities, including account openings, closures, and maintenance. Ensure that all paperwork and digital records are complete, accurate, and compliant.
  • Effectively balance time between helping teller team and opening accounts with customers.
  • Follow security procedures to protect bank assets, customer information, and maintain a secure banking environment.

Qualifications

High school diploma required. One or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position. Cash-handling, sales and service experience preferred.

Skills and Abilities

  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail. High degree of accuracy required.
  • Ability to conduct relationships in a manner that ensures cooperation and positive results.
  • Demonstrate a high degree of concern for professional and innovative customer service.
  • Ability to adapt to the needs of the organization and teammates.

What’s in it for you?

  • Health Insurance
  • Dental & Vision Insurance
  • Profit Sharing
  • Paid Vacation & Holidays
  • Company paid short and long term disability
  • Tuition Reimbursement Program
  • Banking Perks
  • Community Volunteer time
  • And More

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