Universal Banker III (Senior Banker)
AVAILA BANK · Ankeny, IA · 1 wk ago
FinanceFull-time
Description EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. Universal Banker Iii (senior Banker) Position Summary This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. Benefits Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include: Medical, Dental & Vision PlansOption for Health Savings Account (HSA)Life Insurance (Company paid for employee)401K and Employee Stock Ownership Plan (ESOP)Company Paid Short & Long Term Disability InsuranceFlexible Spending Account (FSA) & Dependent CareEligibility for Tuition Assistance and DiscountsEmployee Assistance Program (EAP) Universal Banker Iii (senior Banker) Essential Duties And Accountabilities Build and maintain strong relationships with customers to understand their financial needs and objectivesProvide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loansIdentify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customer’s financial goalsIdentify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referralsCollaborate with internal teams to ensure seamless service delivery and customer satisfactionMonitor market trends and competitor activities to inform business strategiesEnsure compliance with all regulatory requirements and company policiesHandle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions)Maintain a balanced cash drawerAssist with all branch operational tasks and duties as needed Requirements UNIVERSAL BANKER III (SENIOR BANKER) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills And Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required.Strong math skills; add, subtract, multiply and divide in all units of measureExceptional oral, written, and interpersonal communication skills with the ability to apply commonly understood knowledge to carry out instructions and instruct others, understand procedures, and write reports and correspondence Must be able to multi-task in a busy environmentUnderstands computer and other equipment capabilities and limitationsExceptional organizational and time management skillsMaintain a complete understanding of regulatory and compliance policies and proceduresMust be able to work flexible hours and shifts PM21