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Universal Banker

2 months ago

West Bend, United States ForteBank Full time
We Exceed Expectations, Every Customer, Every Time. We treat our customers like friends and family. We value the contribution of our front-line team members and believe your energy and passion for serving our customers sets us apart

We currently have an opening for a Full-time Universal Banker to join our team in our West Bend, WI location opening November 2024. We are hiring and training NOW to prepare our team to provide first-class service to our West Bend customers.

As a Universal Banker you will have the opportunity to make a difference in the lives of our customers every single day. Your focus will be on creating and nurturing relationships with our customers and offering sound banking advice to help solve financial challenges.

What is the role of a Universal Banker?
  • Smile and welcome our customers
  • Accurately process banking transactions (teller role),
  • Retain and deepen relationships by identifying needs and offering customers financial solutions,
  • Promote and sell products and services (no quotas),
  • Provide account opening, servicing and maintenance,
  • Help educate customers on digital bank solutions that can make their lives safer, easier, and better, and
  • Refer customers to internal business partners (business bankers, lenders, and investment service)
Knowledge and skills required for the position are:
  • High school diploma
  • A positive attitude and customer focus
  • Cash handling experience strongly preferred.
  • Strong organizational skills
  • Ability to multi-task with a strong attention to detail
  • Proficient computer skills using Word, the internet, email, the ability to navigate in a Windows environment, basic keyboarding skills
  • Ability to have a high level of confidentiality and discretion of sensitive information
  • Excellent problem solving, interpersonal and communication skills
  • Collaborative team player
  • Dependable, ability to work as scheduled
  • You must be able to pass a credit report check and criminal background check
Ability to work as scheduled between the hours of:

Monday - Thursday 8:00 am - 5:15 pm, Friday 8:00 am - 5:45 pm and TWO Saturdays per month from 8:15 am - 12:15 pm.

* When scheduled a Saturday, we work to schedule you a full day off during the week.

You will average 37.5 - 40 hours per week.

Benefits of Choosing to work at Forte Bank:
  • Competitive Pay
  • Very Generous PTO plan, PTO at 30 days
  • Great benefits: Medical, Dental, Vision, Flex Spending Account, Company Paid Life, Company Paid Short and Long Term Disability
  • 401(k) with company match up to 4% (immediate vesting)
  • Profit sharing
  • Employee Stock Ownership Program
  • Employee Celebrations and events
  • Logo Apparel

Check out our website or our Facebook page to learn more about our AMAZING organization and culture

Forte Bank is an Equal Opportunity Employer. It is the policy of Forte Bank to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.