Universal Banker

1 week ago


Madison, Wisconsin, United States Park Bank Full time
Job Summary

The Universal Banker is a key role at Park Bank, responsible for performing the essential duties and responsibilities of both the Teller and Relationship Banker position. This position will establish new client account relationships, process account transactions, and complete basic account maintenance requests. The Universal Banker will also be trained to handle branch servicing tasks such as vault balancing, cash shipment preparation, and safe deposit box access.

Key Responsibilities
  • Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence.
  • Process new account requests and assist the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients.
  • Identify current and future financial needs of clients and effectively refer and/or fulfill these sales to branch and strategic partners.
  • Process client service requests such as stop payments, wire transfers, check orders, and special instructions on accounts.
  • Actively work with clients to identify current and future financial needs and offer solutions either directly or indirectly through business partner referrals.
Requirements
  • 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 and requires all candidates to submit to drug testing after a conditional offer of employment.
  • Credit, Criminal, and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
  • Park Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, and protected veteran status.


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