Universal Banker-IICapitol Bank • Madison, WI, USA
Universal Banker-II
Capitol Bank • Madison, WI, USA
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- [job_card.full_time]
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[job_card.job_description]Follows all established bank policies and procedures. Knowledgeable in bank products and services in order to cross-sell. Provides banker and teller coverage to the assigned branch location. Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages / shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays. Responsible for achieving targeted levels for product sales, service behaviors, and referral goals. Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests. Handles customer account inquiries promptly and professionally. Maintains an active community presence and participates in Bank activities.
The Universal Banker-II :
- Assists customers with opening new personal and business deposit accounts.
- Welcomes and assists customers at the Teller line.
- Accurately processes a variety of transactions including deposits and withdrawals.
- Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
- Resolves all customer needs and requests in a friendly, professional, and timely manner.
- Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships.
- Works to achieve targeted levels for product sales, service behaviors, and referral goals.
- Maintains an active community presence and participates in Bank activities including prospecting and networking.
The Universal Banker-II will also :
In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.
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Universal • Madison, WI, USA
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