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Universal Banking Specialist

2 months ago

Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full time

Position: Universal Banker

The 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 with the banking team to meet service and sales goals.

  • Promote and sell financial offerings
  • Manage teller operations
  • Deliver outstanding customer service
  • Utilize effective sales techniques
  • Engage with potential and existing clients
  • Oversee important customer relationships
  • Ensure confidentiality and security of information
  • Address and resolve customer inquiries
  • Stay informed about retail banking products
  • Work in harmony with the banking team
  • Maintain accurate cash handling records
  • Compile necessary reports and documentation
  • Adhere to all regulatory requirements
  • Manage opening and closing procedures for the banking center

Qualifications:

  • High School Diploma or GED
  • 1-3 years of experience in sales and customer service
  • Strong attention to detail
  • Experience working in a team-oriented environment
  • Proficient in cash handling and balancing
  • Ability to manage multiple tasks effectively
  • Familiarity with MS Office applications
  • Comply with the Federal Deposit Insurance Act requirements