First Federal Bank of Wisconsin
Senior Universal Banker
First Federal Bank of Wisconsin, Goerkes Corner, Wisconsin, United States
Description
SUMMARY / OVERVIEW A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager’s absence while coaching less experienced staff in a professional, courteous and confidential manner.
Primary Responsibilities
Customer Service
Professionally and confidently greet customers, answer phones, resolve inquiries
Explain products fully, disclose rates, fees, etc.
Keep management informed of customer feedback
Leadership & Coaching
Act as Branch Manager when needed
Coach and develop less experienced bankers
Assist with complex transactions and sales‑skill development
May override transactions and handle escalated issues
Sales & Business Development
Meet assigned sales and referral goals
Actively cross-sell and telemarket deposit accounts, loans, and bank services
Open new depository accounts and complete all related paperwork/compliance
Refer mortgage and commercial loans to specialized lenders
Daily Teller / Platform Transactions
Accept deposits and withdrawals, cash checks, process loan payments
Verify endorsements/ID, place holds, detect counterfeit currency
Balance cash drawer daily, buy/sell cash from vault, balance ATM
Perform funds transfers, stop payments, coin counting, statement research, etc.
Loan Officer Duties (Consumer/Small Business)
Generate, close, administer, and collect select loans
Act as liaison to central lending departments
Compliance, Operations & Risk Management
Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.)
Complete accurate new‑account documentation and follow‑up
Open/close branch following security procedures
Process dormancy, negative‑balance outreach, signature corrections
Other Responsibilities Follow First Federal Bank of Wisconsin policies and procedures.
Requirements REQUIREMENTS / CORE COMPETENCIES
High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail.
Other Qualifications / Skills Excellent customer service skills. The ability to prioritize and make on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In‑depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast‑paced environment. Ability to work well under pressure. Ability to cross‑sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bailey Act, Regulation E and branch staff roles and responsibilities relating to each act.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Banking
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SUMMARY / OVERVIEW A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager’s absence while coaching less experienced staff in a professional, courteous and confidential manner.
Primary Responsibilities
Customer Service
Professionally and confidently greet customers, answer phones, resolve inquiries
Explain products fully, disclose rates, fees, etc.
Keep management informed of customer feedback
Leadership & Coaching
Act as Branch Manager when needed
Coach and develop less experienced bankers
Assist with complex transactions and sales‑skill development
May override transactions and handle escalated issues
Sales & Business Development
Meet assigned sales and referral goals
Actively cross-sell and telemarket deposit accounts, loans, and bank services
Open new depository accounts and complete all related paperwork/compliance
Refer mortgage and commercial loans to specialized lenders
Daily Teller / Platform Transactions
Accept deposits and withdrawals, cash checks, process loan payments
Verify endorsements/ID, place holds, detect counterfeit currency
Balance cash drawer daily, buy/sell cash from vault, balance ATM
Perform funds transfers, stop payments, coin counting, statement research, etc.
Loan Officer Duties (Consumer/Small Business)
Generate, close, administer, and collect select loans
Act as liaison to central lending departments
Compliance, Operations & Risk Management
Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.)
Complete accurate new‑account documentation and follow‑up
Open/close branch following security procedures
Process dormancy, negative‑balance outreach, signature corrections
Other Responsibilities Follow First Federal Bank of Wisconsin policies and procedures.
Requirements REQUIREMENTS / CORE COMPETENCIES
High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail.
Other Qualifications / Skills Excellent customer service skills. The ability to prioritize and make on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In‑depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast‑paced environment. Ability to work well under pressure. Ability to cross‑sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bailey Act, Regulation E and branch staff roles and responsibilities relating to each act.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Banking
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