Universal Banker- Allison, IA

Job Duties and Responsibilities

• Greets customers and provides welcoming, top-notch customer service experience.
• Accurately operates and balances a teller drawer daily, balances the vault, coin machine, and ATM.
• Responsible for the completion and accuracy of batching and scanning of teller work through the Branch Capture System.
• Processes customer transactions with accuracy and professionalism while maintaining a high level of customer service.
• Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
• Accurately opens all consumer and commercial deposit accounts.
• Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
• Identifies referral opportunities, refers clients and completes client follow up for additional retail and bank services.
• Embraces and promotes the use of Salesforce and LSB360.
• Answers and provides a consultative call experience by asking clarifying questions, identifying caller needs and facilitating accurate and efficient call routing when necessary.
• Serves as a resource for training.
• Complies with internal controls, operational procedures and risk management policies.
• Adheres to the organization’s established standards of professional appearance and behavior.
• Represents Lincoln Savings Bank in a professional and positive manner in all duties, including active participation in civic, community, and networking events to foster strong relationships and enhance the Bank’s community presence.

Requirements

• High school diploma or equivalent required.
• Experience in Customer Service.
• Prior cash handling experience.
• Excellent customer service skills.
• Strong organizational skills.
• Detail oriented.
• High degree of accuracy.
• Occasionally lift and/or move items over 10 pounds without reasonable accommodation.
• Proven track record of referring clients to all business lines while meeting or exceeding sales goals.
• Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving.
• Highly effective and professional written and verbal communication skills.