What are the responsibilities and job description for the Universal Banker Float- Waterloo, IA position at Lincoln Savings Bank?
Job Duties And Responsibilities
The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.
This position will float between the LSB branches as needed and will act as either a client service associate or a personal banker when needed.
Pulls and balances a teller drawer daily, balances the vault, coin machi ne, and ATM.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transaction with accuracy, and professionalism, while keeping 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 open all consumer deposit accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed.
Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate.
Serves as a resource for training.
This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.
Complies with internal controls, operational procedures and risk management policies.
Necessary Skills and Attributes
High school diploma or equivalent required
Prior Teller Experience Preferred
Excellent customer service skills
Strong organizational skills
Ability to work under pressure and meet deadlines
Knowledge of banking products
Ability to cross-sell
Strong math skills
High degree of accuracy
Prior Customer Service Experience (banking Preferred)
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.
This position will float between the LSB branches as needed and will act as either a client service associate or a personal banker when needed.
Pulls and balances a teller drawer daily, balances the vault, coin machi ne, and ATM.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transaction with accuracy, and professionalism, while keeping 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 open all consumer deposit accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed.
Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate.
Serves as a resource for training.
This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.
Complies with internal controls, operational procedures and risk management policies.
Necessary Skills and Attributes
High school diploma or equivalent required
Prior Teller Experience Preferred
Excellent customer service skills
Strong organizational skills
Ability to work under pressure and meet deadlines
Knowledge of banking products
Ability to cross-sell
Strong math skills
High degree of accuracy
Prior Customer Service Experience (banking Preferred)
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.