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New Accounts Representative/ Universal Banker
STERLING BANK Chetek, WI
$40k-52k (estimate)
Full Time | Banking Just Posted
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STERLING BANK is Hiring a New Accounts Representative/ Universal Banker Near Chetek, WI

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:

1. Open various types of new accounts; verify and process changes to existing accounts; process customer check orders and enter information into computer system.

2. Answer customer inquiries (in-person and phone) regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.

3. Provide electronic banking support for Online Banking, Mobile Banking, Bill Pay, Remote Deposit, Cash Management, Positive Pay and telephone banking.

4. Handle customer information requests including but not limited to product and service information, account balance inquiries, check, and deposit postings and debit card transactions. Conduct necessary research utilizing available resources.

5. Process savings withdrawals and close accounts at customer request. Cash checks: verify endorsement, receive proper identification, and ensure validity. Accept loan payments: verify payment amount, ensure proper coding and issue receipts. Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit. Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.

6. Process night deposit and mail transactions according to the Bank’s procedure.

7. Issue money orders and cashier’s checks, redeem U.S. Savings Bonds, process cash advances.

8. Buy and sell currency from the vault/recycler as necessary, ensuring that teller drawer cash limits are not exceeded. Buy and sell currency from the Federal Reserve, as necessary, ensuring that vault cash limits are not exceeded.

9. Balance drawer in accordance with procedures. Balance vault, recyclers/dispenser and coin machine daily as assigned. Maintain appropriate currency logs and complete Currency Transaction Reports when appropriate.

10. Handle customer orders for services including but not limited to wire transfers, telephone transfers, stop payments, address changes, automatic fund transfers, debit card activations, PIN resets and temporary limit increases; forward applicable requests to appropriate departments for processing when necessary. Maintain customer records in system when applicable (i.e. address changes, stop pays, etc.).

11. Interview new and existing customers to determine needs and gather information required to establish a banking relationship. Present appropriate deposit product features, fees and costs, matching the customer needs to the product. Prepare deposit documentation in accordance with bank policy and procedure.

12. Utilize good judgment and understanding of Bank policy to effectively make independent decisions to resolve customer issues when appropriate.

13. Cross sell additional products and services by recognizing opportunities; explain new products and services and their features.

14. Perform other duties as assigned.

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:

1. Maintain compliance with Bank Secrecy Act/Anti-Money Laundering Policy of Procedures, and regulations related to the implementation of such procedures.

2. Maintain compliance with all internal policies, procedures and State/Federal regulations.

3. Other duties as may be assigned.

Interested applicants can reply with a resume to this posting or contact Cheryl Razim at Sterling Bank in Chetek. Please send resume to P.O. Box 106, 427 2nd St. Chetek, WI 54728

Member FDIC. Sterling Bank is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability status, and protected veteran status.

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Expected hours: No more than 40 per week

Benefits:

  • 401(k) 3% Match
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday
  • Weekends as needed

Education:

  • High school or equivalent (Required)

Experience:

  • Banking: 1 year (Preferred)

Language:

  • English (Required)

Ability to Relocate:

  • Chetek, WI 54728: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$40k-52k (estimate)

POST DATE

05/11/2024

EXPIRATION DATE

09/06/2024

WEBSITE

sterlingbank.ws

HEADQUARTERS

RICE LAKE, WI

SIZE

25 - 50

FOUNDED

1885

CEO

CORY SHEPLEE

REVENUE

$10M - $50M

INDUSTRY

Banking

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About STERLING BANK

Sterling Bank. Helping You Achieve Financial Success Since 1885.

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