Universal Banker- Greene, IA
Lincoln Savings Bank · Greene, IA · Yesterday
FinanceFull-time
Job Duties and Responsibilities
- Greets customers and provides welcoming, top-notch customer service experience.
- Accurately operates and balances a teller drawer daily, balances the vault, coin machine, and ATM.
- Processes customer transactions with accuracy and professionalism while maintaining a high level of customer service.
- Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
- Accurately opens all consumer and commercial deposit accounts.
- Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Identifies referral opportunities, refers clients and completes client follow up for additional retail and bank services.
- Embraces and promotes the use of Salesforce and LSB360.
- Answers and provides a consultative call experience by asking clarifying questions, identifying caller needs and facilitating accurate and efficient call routing when necessary.
- Serves as a resource for training.
Skills
- High school diploma or equivalent required.
- Experience in Customer Service.
- Prior cash handling experience.
- Excellent customer service skills.
- Strong organizational skills.
- Detail oriented.
- High degree of accuracy.
- Occasionally lift and/or move items over 10 pounds without reasonable accommodation.
- Proven track record of referring clients to all business lines while meeting or exceeding sales goals.
- Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving.
- Highly effective and professional written and verbal communication skills.
Qualifications
- Necessary Skills and Attributes as described above.