Universal Banking Specialist

2 weeks ago


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

Position: Universal Banker

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

  • Promote and sell a range of financial offerings
  • Manage teller transactions efficiently
  • Deliver superior customer service
  • Utilize effective sales techniques
  • Engage with prospects and existing clients
  • Oversee important customer relationships
  • Ensure confidentiality and security of client information
  • Address and resolve customer inquiries
  • Stay informed about retail banking products
  • Collaborate effectively with the banking team
  • Maintain accurate cash handling procedures
  • Prepare essential reports and documentation
  • Adhere to all relevant regulations
  • Responsible for opening and closing banking operations

Qualifications:

  • High School Diploma or GED equivalent
  • 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 simultaneously
  • Familiarity with MS Office applications
  • Comply with the requirements of the Federal Deposit Insurance Act


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