Park Bank - Madison
Overview
Universal Banker (Hilldale Branch) at Park Bank - Madison. If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development. Description At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. There’s no one way to what’s next, and our story of achievement starts with each member of our team. We are always searching for great people to join our team, and while a culture-fit is nice, a culture-add is even better. General Summary
The Universal Banker performs the essential duties of both the Teller and Relationship Banker role, with the exception of offering loan products to clients. This position will establish new client account relationships as needed while processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle branch servicing tasks such as vault balancing, cash shipment preparation, and safe deposit box access. Outcomes
Balance Growth and Production Achievement (30%) Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services Client Service/Relationship Metrics (30%) Services per Household, Referrals, Client Service, etc. Cash Drawer Balancing (20%) Balance cash drawer in accordance with bank policy and procedure. Compliance and Operations Evaluation (20%) Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security. Primary Duties/Responsibilities
Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence. As needed, process new account requests and assist the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients. Identify current and future financial needs during routine client transactions, and refer and/or fulfill these sales to branch and strategic partners. Process client service requests including stop payments, wire transfers, check orders, special instructions on accounts, and account maintenance requests. Actively work with clients to identify current and future financial needs, and offer solutions directly or through referrals to business partners. Requirements
Qualifications
High school diploma required; Associate degree or equivalent preferred Minimum 1-3 years of related work experience required Park Bank is a drug-free workplace. Candidates selected will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on passing the drug test Credit, Criminal and Driving history will be reviewed for final employment decisions in accordance with applicable laws Park Bank is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status and protected veteran status The Immigration Reform and Control Act of 1986 requires employers to verify the employment status of each person hired Other job details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Park Bank - Madison. Get notified about new Universal Banker jobs in Madison, WI.
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Universal Banker (Hilldale Branch) at Park Bank - Madison. If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development. Description At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. There’s no one way to what’s next, and our story of achievement starts with each member of our team. We are always searching for great people to join our team, and while a culture-fit is nice, a culture-add is even better. General Summary
The Universal Banker performs the essential duties of both the Teller and Relationship Banker role, with the exception of offering loan products to clients. This position will establish new client account relationships as needed while processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle branch servicing tasks such as vault balancing, cash shipment preparation, and safe deposit box access. Outcomes
Balance Growth and Production Achievement (30%) Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services Client Service/Relationship Metrics (30%) Services per Household, Referrals, Client Service, etc. Cash Drawer Balancing (20%) Balance cash drawer in accordance with bank policy and procedure. Compliance and Operations Evaluation (20%) Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security. Primary Duties/Responsibilities
Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence. As needed, process new account requests and assist the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients. Identify current and future financial needs during routine client transactions, and refer and/or fulfill these sales to branch and strategic partners. Process client service requests including stop payments, wire transfers, check orders, special instructions on accounts, and account maintenance requests. Actively work with clients to identify current and future financial needs, and offer solutions directly or through referrals to business partners. Requirements
Qualifications
High school diploma required; Associate degree or equivalent preferred Minimum 1-3 years of related work experience required Park Bank is a drug-free workplace. Candidates selected will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on passing the drug test Credit, Criminal and Driving history will be reviewed for final employment decisions in accordance with applicable laws Park Bank is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status and protected veteran status The Immigration Reform and Control Act of 1986 requires employers to verify the employment status of each person hired Other job details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Park Bank - Madison. Get notified about new Universal Banker jobs in Madison, WI.
#J-18808-Ljbffr