Universal Banker
Park Bank - Madison · Madison, WI · 6 days ago
FinanceFull-time
General Summary
The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle any and all branch servicing tasks such as vault balancing, cash shipment preparation, safe deposit box access etc.
Outcomes
- Balance Growth and Production Achievement (30%): Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services
- Client Service/Relationship Metrics (30%): Services per Household, Referrals, Client Service, etc.
- Cash Drawer Balancing (20%): Balance cash drawer in accordance with bank policy and procedure.
- Compliance and Operations Evaluation (20%): Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security.
Requirements
- High school diploma required; Associate degree or equivalent preferred
- Minimum 1-3 years of related work experience required
Physical Demands
- Remaining in a stationary position, often standing or sitting for prolonged periods.
- Adjusting or moving objects up to 10 pounds in all directions.
- Repeating motions that may include the wrists, hands and/or fingers.
- Communicating with others to exchange information.
Qualifications
- High school diploma required; Associate degree or equivalent preferred
- Minimum 1-3 years of related work experience required
Physical Demands
- Remaining in a stationary position, often standing or sitting for prolonged periods.
- Adjusting or moving objects up to 10 pounds in all directions.
- Repeating motions that may include the wrists, hands and/or fingers.
- Communicating with others to exchange information.
Employment Policies
- Drug-free workplace policy.
- Conditional offer of employment requires drug testing.
- Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
- Equal opportunity employer.
Accessibility
- Reasonable accommodations for individuals with disabilities during the application and hiring process.
Benefits
- UHR, UMR, and HealthSCOPE Benefits provided by Park Bank.