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Universal Banker I
Northwest FInancial Arnolds Park, IA
$29k-35k (estimate)
Full Time | Investment Management 1 Week Ago
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Northwest FInancial is Hiring an Universal Banker I Near Arnolds Park, IA

Summary ExpectationsPromote the Bank and its products. Cross-sell products and services at every opportunity in an effort to develop ongoing, long-term customer relationships. Willing to work flexible work shifts to accommodate extended service hours. Assist customers with prompt, efficient, and courteous service.

Essential Functions & Responsibilities Include, but are not limited to:

  • Responsible for processing customer (external and internal) transactions in an accurate and professional manner with prompt, efficient and courteous service through a variety of media.
  • Ability to put on Reg CC Holds, Reg E Disputes, and Stop Pays
  • Develops customer relationships that provide the opportunity to share product knowledge and services in a professional manner resulting in product delivery or referral.
  • Exhibits proficiency in completing customer banking transactions while following the established processes and procedures.
  • Serves as a backup for other position(s) and performs other duties, as assigned.
  • Enhances career through work experience and continuing education.
  • Completes CSR II Training
  • Maintains compliance with federal, state and local laws and regulations.
  • Participates and responds to examinations, audits and third party reviews.
  • Complies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness.
  • Establishes a good image for the Bank by being active and visible in the community.
  • Attends meetings as assigned.
  • Develops a working knowledge of the Bank’s products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education & Experience

High school diploma or general education degree (GED) preferred; one year of previous experience preferred; previous cash handling and customer service experience preferred; or equivalent combination of education and experience.

Language

Ability to speak multiple languages is preferred.

Above average verbal and written communication skills. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of instructions in written, mathematical or diagram form and deal with several abstract and concrete variables.

Certificates, Licenses, Registrations

Must have a valid driver’s license and be willing to travel to outlying branch areas, as business needs dictate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this light physical work position, the employee is regularly required to sit, talk or hear. The employee is occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Close up visual attention to detailed materials and effective hearing/verbal communication skills are needed. Must make accurate visual inspection of printed and/or written materials. Must be able to follow written and oral instructions. Regular customer service problem solving using established variables. 

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate.

Equal Employment Opportunity

NFC and its subsidiaries are equal opportunity employers to all qualified persons without regard to race, color, creed, religion, sex, gender identity, sexual orientation, marital status, age, national origin, disability, status as a Vietnam era, special disabled veteran or any other characteristic as protected by law. NFC provides equal opportunities in employment, promotion, wages, benefits, and all other privileges, terms, and conditions of employment.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$29k-35k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

07/01/2024

WEBSITE

bank-northwest.com

HEADQUARTERS

CRESTON, IA

SIZE

50 - 100

FOUNDED

1988

CEO

RANDY HUEWE

REVENUE

$50M - $200M

INDUSTRY

Investment Management

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The following is the career advancement route for Universal Banker I positions, which can be used as a reference in future career path planning. As an Universal Banker I, it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker I. You can explore the career advancement for an Universal Banker I below and select your interested title to get hiring information.

If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Universal Banker job description and responsibilities

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Universal Banker jobs

Universal bankers should be comfortable executing marketing and sales techniques when the opportunity arises.

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Training Online Training For Bankers American Bankers Association.

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Creating an Atmosphere of Positive Evolution.

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Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.

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Attention to detail, problem solving, and the ability to be pro-active.

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Step 3: View the best colleges and universities for Universal Banker.

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