Universal Banker
1 week ago
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.
- 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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Senior Universal Banker
3 days ago
Madison, Wisconsin, United States Summit Credit Union Full timeSenior Universal Banker Job DescriptionSummit Credit Union is seeking a highly skilled Senior Universal Banker to join our team at our Fitchburg branch. As a Senior Universal Banker, you will play a critical role in helping our members achieve their financial goals by providing exceptional service and expert advice on banking and lending products.Key...
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Senior Universal Banker
6 days ago
Madison, Wisconsin, United States Summit Credit Union Full time{"Job Title": "Senior Universal Banker", "Job Summary": "We are seeking a highly skilled and experienced Senior Universal Banker to join our team at Summit Credit Union. As a Senior Universal Banker, you will be responsible for providing exceptional member service, building relationships, and identifying cross-selling opportunities through member...
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Bilingual Senior Universal Banker
1 week ago
Madison, Wisconsin, United States Summit Credit Union Full timeSenior Universal Banker OpportunitySummit Credit Union is seeking a highly skilled Senior Universal Banker to join our team at our Fitchburg branch. As a Senior Universal Banker, you will play a critical role in helping our members achieve their financial goals by providing exceptional service and expert advice on a wide range of financial products and...
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Customer Service Banker
3 weeks ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition Title: Universal BankerThe Universal Banker plays a crucial role in providing support to clients by managing teller operations, sales initiatives, and customer service. This position necessitates the promotion and sale of financial products and services while ensuring a high standard of customer satisfaction. The Universal Banker collaborates with...
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Customer Service Banker
3 weeks ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition: Universal BankerThe Universal Banker plays a vital role in delivering top-notch customer assistance by managing various teller operations, sales initiatives, and service offerings. This position demands a proactive approach in promoting and providing financial solutions while ensuring a high standard of customer satisfaction. The Universal Banker...
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Universal Banking Specialist
4 weeks ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition: Universal BankerThe Universal Banker plays a vital role in delivering outstanding customer service while managing various banking transactions. This position involves promoting and selling a range of financial products and services, ensuring a seamless experience for clients. The Universal Banker collaborates with the banking team to meet both...
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Universal Banking Specialist
4 weeks ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition Title: Universal BankerThe Universal Banker plays a vital role in providing support to clients by managing teller operations, sales initiatives, and customer service. This position necessitates the promotion and sale of financial solutions while ensuring outstanding service delivery. The Universal Banker collaborates with the banking team to meet...
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Universal Banking Specialist
4 weeks ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition: Universal BankerThe Universal Banker plays a vital role in providing support to clients by managing transaction activities, sales initiatives, and customer service functions. This position involves promoting and selling various financial products and services while ensuring a high standard of customer satisfaction. The Universal Banker collaborates...
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Universal Banking Specialist
4 weeks ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition: Universal BankerThe Universal Banker plays a crucial role in providing support to clients by managing teller operations, facilitating sales, and delivering top-notch service. This position involves promoting and selling a variety of financial products and services while ensuring an outstanding customer experience. The Universal Banker collaborates...
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Financial Services Representative
3 weeks ago
Madison, Wisconsin, United States Park Bank Full timeJob SummaryThe Universal Banker role at Park Bank is a dynamic position that requires a unique blend of customer service, sales, and operational skills. As a key member of our team, you will be responsible for providing exceptional service to our clients, growing our customer base, and contributing to the overall success of our bank.Key...
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Banking Specialist
3 weeks ago
Madison, Wisconsin, United States Park Bank Full timeJob SummaryThe Universal Banker role at Park Bank is a dynamic position that requires a unique blend of customer service, sales, and operational skills. As a key member of our team, you will be responsible for providing exceptional service to our clients, growing our customer base, and contributing to the overall success of our bank.Key...
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Universal Banker
2 months ago
Madison, United States Summit Credit Union Full timeWe are currently seeking a Universal Banker to work out of our Cottage Grove Rd. location. As a Universal Banker, you get to work with our members to help them achieve their financial goals and dreams. The Universal Banker makes superior service a top priority and strives to make decisions that best serve the members while balancing the needs of the credit...
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Universal Banker
2 months ago
Madison, United States Park Bank Full timeUniversal BankerGeneral Summary: The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller...
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Peak Universal Banker
2 months ago
Madison, United States Summit Credit Union Full timeSummit Credit Union has an exciting and rewarding opportunity to join our team as a Peak Universal Banker for our State Street location. As a Peak Universal Banker, you get to work with our members to improve their financial lives during high volume hours, especially Fridays and Saturdays. This is a part time position (about 15-19 hours per week). Job...
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Peak Universal Banker
4 weeks ago
Madison, United States Summit Credit Union Full timeSummit Credit Union has an exciting and rewarding opportunity to join our team as a Peak Universal Banker for our State Street location. As a Peak Universal Banker, you get to work with our members to improve their financial lives during high volume hours, especially Fridays and Saturdays. This is a part time position (about 15-19 hours per week). Job...
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Senior Universal Banker
1 month ago
Madison, United States Summit Credit Union Full timeAre you looking to build your career in the finance and banking industry?Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We...
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Bilingual Senior Universal Banker
4 months ago
Madison, United States Summit Credit Union Full timeAre you looking to build your career in the finance and banking industry?Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We...
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Bilingual Senior Universal Banker
4 weeks ago
Madison, United States Summit Credit Union Full timeAre you looking to build your career in the finance and banking industry?Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We...
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Senior Universal Banker
4 months ago
Madison, United States Summit Credit Union Full timeEssential FunctionsCollaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments. Provides education and consultation to members on loans. Accurately and efficiently interview members and input loan applications. Performs credit bureau reviews...