Universal Banker - Hudson, IA
Lincoln Savings Bank · Hudson, IA · 2 wk ago
FinanceFull-time
Job 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.
- Complies with internal controls, operational procedures and risk management policies.
- Adheres to the organization’s established standards of professional appearance and behavior.
- Represents Lincoln Savings Bank in a professional and positive manner in all duties, including active participation in civic, community, and networking events to foster strong relationships and enhance the Bank’s community presence.
Qualifications
- 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.