Universal Banker

Are you passionate about serving your community and helping your neighbors? Are you talented, creative, or hard-working? At Community State Bank, we are more than just a bank—we focus on building strong, successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. As a member of the CSB team, you’ll experience a supportive work culture and receive the opportunities, tools, and encouragement critical for professional growth.

About the role

The Universal Banker III (UB III) is responsible for conducting transactions, opening and maintaining both personal and business accounts, resolving account issues, and performing consumer lending duties. A UB III will pursue cross-selling opportunities for current and future customers while providing exceptional service and efficient solutions.

Responsibilities

• Transactional/Customer Assistance
  • Process deposits, withdrawals, loan payments, cash advances, cashier’s checks, and other routine transactions.
  • Provide accurate information and troubleshoot customer issues.
  • Assist with safe deposit boxes, address changes, and travel notifications.
  • Troubleshoot debit/credit card issues, online banking, and general account questions.
  • Sell gift and travel cards.
  • Execute wire transfers.
  • Balance and service branch ATMs and vaults.
  • Close and open depository accounts (checking, savings, money market, CODs, HSAs, IRAs, etc.).
  • Take loan applications, quote rates/terms, and perform loan closings.
• Branch Responsibilities
  • Follow proper branch opening and closing procedures.
  • Balance and service ATMs and cash vaults.
  • Open and maintain personal deposit accounts (including IRAs and HSAs).
  • Assist Assistant and Branch Managers as needed.
• Cross-Selling
  • Recognize customer cues for products/services they may not be using.
  • Work toward branch goals to achieve growth potential.
• Account Acquisition
  • Open personal and business accounts for new and existing customers.
  • Perform follow-up with customers.
  • Update customer account maintenance/changes.
  • Execute the loan application process and perform loan closings.
• Other Activities
  • Demonstrate compliance with bank regulations and stay updated on changes.
  • Follow all bank policies, procedures, and compliance regulations.
  • Complete annual required or job-specific training.
  • Promote CSB as a local relationship-building financial institution with a focus on volunteerism and teamwork.
  • Support co-workers in finding solutions.
  • Undergo training to enhance financial knowledge and job skills.

Requirements

• High school diploma or equivalent (GED).
• Some banking or sales experience preferred but not required.
• Ability to recognize suspicious behavior and consult higher management when necessary.
• Ability to lift boxes of coin and work in a fast-paced environment.

Schedule

This position involves working and traveling to other CSB locations in Racine, Kenosha, and Walworth counties.