Banking Professional

3 days ago


Moline, Illinois, United States Weitz and Luxenberg PC Full time
Job Summary

We are seeking a highly motivated and customer-focused Universal Banker to join our team at Weitz and Luxenberg PC. As a key member of our banking team, you will be responsible for providing exceptional customer service, building relationships with clients, and driving sales growth.

Key Responsibilities
  • Provide quality customer service by greeting customers, understanding their needs, and making outbound sales calls.
  • Advise customers on various accounts and financial services, including opening, maintaining, and closing accounts.
  • Process deposit and loan transactions, solve customer problems, and achieve personal and office sales and service goals.
  • Cross-sell and refer business to other areas, onboard new customers, and take consumer loan applications.
  • Complete thorough sales tracking and perform teller duties.
Requirements
  • Self-motivated and a good problem solver.
  • Detailed oriented and enjoy working with people by phone and occasionally in person.
  • Demonstrates helpful and friendly service.
  • Satisfactory record of work performance adhering to all Bank Policies and Procedures.
  • Ability to work a flexible work schedule and attend meetings before and after business hours.
Preferred Qualifications
  • Minimum of 2 years banking, sales, or service experience.
  • Basic knowledge of related state and federal laws and regulations and other bank operational policies and procedures.
  • Proficient use of various software systems, including Word, Excel, Outlook, and other bank-related systems.

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