Universal Banker
1 week ago
The position includes a generous salary of up to $55k plus incentives and an excellent benefits program.
Universal Banker responsibilities include:- Managing customer accounts.
- Opening, closing, and overseeing all transactions.
- Processing various deposit transactions.
- Communicating with customers and resolving basic inquiries for deposit and basic loan questions.
- Performing account maintenance for customers who are interested in other banking products.
- Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services.
- Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation.
- Processing additional functions including detailed reporting as assigned.
- Providing solutions to customers regarding financial products and services.
- Developing and maintaining a working knowledge of all Banks’ products and services.
- Escalating issues to supervisor when necessary.
- Assisting management in training and mentoring less experienced personal financial officers.
- Performing other duties as assigned.
- High School Diploma or equivalent.
- Two years of experience in customer service or comparable positions.
- Experience in loan sales, application generation, and loan closing experience at a financial institution.
- Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
- Successful ability to sell ancillary insurance products.
- Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
- Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner.
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Universal Banker – Job # 3431b
1 week ago
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Elk Grove Village, United States The Symicor Group Full timeUniversal Banker – To $55K – Elk Grove Village, IL – Job # 3431bWho We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.The PositionOur community bank client is seeking to fill a...
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Universal Banker
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