Universal Banking Professional

2 days ago


Reston, Virginia, United States Wisconsin Bank & Trust, a division of HTLF Bank Full time
Job Summary

We are seeking a highly motivated and customer-focused Universal Banker to join our team at Wisconsin Bank & Trust, a division of HTLF Bank. As a Universal Banker, you will play a critical role in providing exceptional customer service and sales support to our customers.

Key Responsibilities
  • Offer and sell financial products and services to both consumer and small business customers, including checking and savings accounts, certificates of deposit, individual retirement accounts, and health savings accounts.
  • Operate a teller window regularly to meet the needs of the banking center.
  • Provide exceptional customer service while listening for sales opportunities and promoting bank products or services to customers.
  • Effectively use sales skills such as effective listening, adapting to differences in customers, identifying needs, expanding and deepening customer relationships, and presenting solutions through product benefits.
  • Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing business.
  • Maintain confidentiality in handling customer and bank information.
  • Follow security policies and procedures to prevent bank and customer losses.
  • Resolve customer complaints.
  • Maintain a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products.
Requirements
  • High School Diploma/GED. Bachelor's Degree preferred.
  • 1-3 years of experience in sales & customer service.
  • Previous teller or cash handling experience preferred, but not required.
  • Experience providing high quality customer service.
  • High attention to detail.
  • Experience working in a team environment.
  • Ability to count and balance cash.
  • Ability to read and interpret documents such as policy and procedure manuals.
  • Demonstrated ability to multi-task and manage time.
  • Knowledge of MS Office, Windows and ten key calculator.
Working Conditions

This position requires working in a fast-paced banking environment with frequent customer interactions. The Universal Banker must be able to work effectively in a team environment and maintain confidentiality in handling customer and bank information.



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