Wisconsin Psychiatric Association Inc
Universal Banker II
Wisconsin Psychiatric Association Inc, Waukesha, Wisconsin, United States, 53188
SUMMARY
The position of Universal Banker II is responsible for performing routine branch duties ensuring the maintenance of the Sauk Valley Bank customer service culture and standards. This position remains fully knowledgeable of bank products and services and is responsible to identify and perform cross selling opportunities. In addition, the Universal Banker II assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking/trust and investment regulations.
ESSENTIAL DUTIES
Maintain a high level of service delivery for retail banking products and services within the banking office along the standard of Hug Your Customer
Independently make sound decisions based upon Bank policies, knowledge, and experience
Performs all Teller functions and adhere to the policies and procedures set forth by the bank
Receive all consumer loan applications and facilitate consumer lending process
Performs Personal Banking functions to include: opening, servicing and closing all deposit transaction accounts and assisting customers with digital products
Recognizing potential fraud and other risks
Open, service and close all certificates of deposit; IRA's, H.S.A., and Business Accounts
Collaborating with business partners (Mortgage, Commercial Lending, & Treasury Management) to connect customers to experts who can help with specialized needs
Consumer Lending Underwriting
Provide input on Branch Goals to aid in the branch growth and performance
Resolve complex and escalated issues
Open and close Branch as assigned
Represents SVB in bank sponsored events
SECONDARY DUTIES The position of Universal Banker II performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY The position of Universal Banker II is not responsible for the supervision of any employee(s).
ENVIRONMENT AND PHYSICAL ACTIVITY The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
High school diploma or general education degree (GED); one year cash handling and customer service background. Work related experience should consist of a financial institution operations, sales or customer service background.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services
Intermediate knowledge of related state and federal banking compliance regulations, and other SVB operational policies
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Intermediate experience, knowledge and training in bank, trust, and investment operation activities, terminology and products and services.
Strong knowledge of general office practices.
Intermediate math skills; count currency, coin and negotiable instruments in a timely manner.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Excellent organizational and time management skills.
Ability to work with general supervision while performing duties.
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full time positions. PTO will vary on the level of the position. This position is/is not eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $20.00 to $25.00 per hour depending on experience
December 3, 2025
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ESSENTIAL DUTIES
Maintain a high level of service delivery for retail banking products and services within the banking office along the standard of Hug Your Customer
Independently make sound decisions based upon Bank policies, knowledge, and experience
Performs all Teller functions and adhere to the policies and procedures set forth by the bank
Receive all consumer loan applications and facilitate consumer lending process
Performs Personal Banking functions to include: opening, servicing and closing all deposit transaction accounts and assisting customers with digital products
Recognizing potential fraud and other risks
Open, service and close all certificates of deposit; IRA's, H.S.A., and Business Accounts
Collaborating with business partners (Mortgage, Commercial Lending, & Treasury Management) to connect customers to experts who can help with specialized needs
Consumer Lending Underwriting
Provide input on Branch Goals to aid in the branch growth and performance
Resolve complex and escalated issues
Open and close Branch as assigned
Represents SVB in bank sponsored events
SECONDARY DUTIES The position of Universal Banker II performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY The position of Universal Banker II is not responsible for the supervision of any employee(s).
ENVIRONMENT AND PHYSICAL ACTIVITY The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
High school diploma or general education degree (GED); one year cash handling and customer service background. Work related experience should consist of a financial institution operations, sales or customer service background.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services
Intermediate knowledge of related state and federal banking compliance regulations, and other SVB operational policies
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Intermediate experience, knowledge and training in bank, trust, and investment operation activities, terminology and products and services.
Strong knowledge of general office practices.
Intermediate math skills; count currency, coin and negotiable instruments in a timely manner.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Excellent organizational and time management skills.
Ability to work with general supervision while performing duties.
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full time positions. PTO will vary on the level of the position. This position is/is not eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $20.00 to $25.00 per hour depending on experience
December 3, 2025
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