Universal Banker
State Bank Financial · Sparta, WI · 3 wk ago
On-siteFinanceFull-time
About the role
At State Bank Financial, Universal Bankers play a key role in providing exceptional customer service, building strong relationships, and helping customers reach their financial goals. The selected candidate will work in our office in Sparta and may travel to other branch locations as needed.
Responsibilities
- Engage State Bank Financials’ clients by welcoming them with a warm friendly smile, pleasant demeanor, using the client’s name, whenever possible, and thanking them for doing business with the Bank according to our Culture of CARE.
- Responsible for new customer acquisition and managing an existing customer portfolio to ensure branch growth by utilizing sales skills, identifying prospects, follow through on all leads and actively increasing the number of products/services used by customers.
- Attends community events, volunteers, and serves the Branch’s community while continuing to grow visibility within the market.
- Actively participate in business development activities for the purpose of attracting additional profitable business for the Bank.
- Accurately process deposits and withdrawals for consumer and business customers, loan payments, money orders, foreign currency, and gift cards.
- Understands and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws.
- Assists customers with account opening, maintenance, documentation and the utilization of technology and resources the bank has available.
- Accurately perform the consumer loan application process through closing.
- Complete timely and accurate documentation of client relationship information.
- Educate clients on self-service capabilities and encourage use of digital service channels.
- Updates knowledge and develops professionally on a continuing basis with Branch Managers approval/awareness.
- Participates in internal and external training and development opportunities as required.
- Other job-related duties may be necessary to fulfill the responsibilities of this position.
Requirements
Associate or bachelor’s degree, and/or two years previous banking and customer service