Universal Banker

About the role

TS Bank is seeking to hire a Universal Banker position for our location in Atlantic, Iowa.

Responsibilities

• Contribute to sales targets by identifying and fulfilling simple sales opportunities and promoting Bank products.
• Greet customers, opening day-to-day accounts, and working closely with team members to ensure an optimal customer experience.
• 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 to increase sales and revenue.
• Cross-sell bank products to new and existing customers.
• Direct sales opportunities to the appropriate sales officer.
• 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.
• Answer client questions and handle objections during the sales process; diplomatically handle dissatisfied clients by providing exceptional client service.
• Perform both account opening and transactional processes in the delivery of efficient, accurate and professional service that defines exceptional client service and reputation.
• Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients. Make appropriate referrals and possesses a thorough knowledge of TS Banking Group products and services. Gather and organize client information based on referrals; answer questions regarding same; make follow-up calls; use CRM system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.
• Participate in branch and bank business development activities including community events to promote the bank’s favorable image.

Requirements

• Possess a high school diploma or GED certification required. Additional post high school education and/or training is preferred.
• One year of work experience in a financial institution, cash handling experience, and prior sales experience is a plus.
• Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.
• Ability to perform all other duties as assigned.

Qualifications

• Comply with all banking and company regulations, policies, and procedures.
• Protect TS Banking Group financial interests and reputation by complying with internal and external policies, procedures and regulations.

Skills

• Knowledgeable in BSA requirements including CTR transactions, monetary instrument log and detecting/reporting suspicious/unusual activity.

Benefits

Competitive benefits package:

• Health and dental insurance
• Life insurance package
• Generous PTO and holiday package
• 401K contribution and match
• Professional development expense allowance
• Gym membership reimbursement
• Tuition reimbursement
• Paid volunteer time off (VTO)
• Wellness program

Pay

$18.00/hr.

Schedule

Full-Time/Regular