Jobs · Finance · Iowa

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.

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