Universal Banker

About the role

This position is responsible for contributing to sales targets by identifying and fulfilling simple sales opportunities and promoting Bank products. This includes greeting customers, opening day-to-day accounts, and working closely with team members to ensure an optimal customer experience.

Responsibilities

• Greet customers
• Open day-to-day accounts
• Work closely with team members to ensure an optimal customer experience
• Identify and fulfill simple sales opportunities
• Promote bank products
• Sell, open, and maintain all personal banking products and services
• Maintain a system of follow-up mail and telephone communication with clients
• Handle objections during the sales process
• Provide exceptional client service
• Perform both account opening and transactional processes
• Make appropriate referrals
• Participate in branch and bank business development activities
• Proactive aisle prospecting required for in-store bankers

Requirements

• Possess a high school diploma or GED certification
• One year of work experience in a financial institution
• Cash handling experience
• Prior sales experience

Preferred Education and Experience

• Additional post high school education and/or training preferred

Location

Atlantic, Iowa

Starting Pay

$18.00/hr

Experience and Skills

• Comply with all banking and company regulations, policies, and procedures
• Operate telephone, personal computer, printer, copy machine, fax machine
• Write routine reports and correspondence
• Draw and interpret bar graphs
• Perform all other duties as assigned
• Protect TS Banking Group financial interests and reputation
• Assist with daily operating activities such as ABM servicing, and opening and closing procedures
• Contribute to sales goals by identifying and fulfilling simple sales opportunities
• Ensure all activities conducted are in compliance with governing regulations and internal policies and procedures
• Foster a relationship of mutual trust and confidence with clients and other team members
• Interact with the local market to gain new clients and expand relationships with existing clients
• Direct sales opportunities to the appropriate sales officer
• Work before or after normal business hours, including weekends and overnight travel
• Perform account opening and transactional processes
• Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients
• Participate in branch and bank business development activities including community events
• Proactive aisle prospecting required for in-store bankers
• Comply with all banking regulations, policies and procedures
• Knowledgeable in BSA requirements including CTR transactions, monetary instrument log and detecting/reporting suspicious/unusual activity

Benefits

N/A

Schedule

N/A

Pay

N/A