1 Universal Banker Job in Oswego, IL
Servbank is Hiring an Universal Banker Near Oswego, IL
About ServbankFounded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Key ResponsibilitiesCustomer Relationship Management:
- Greeting the customers in a friendly, professional manner
- Establish and maintain strong customer relationships by understanding their financial needs and goals.
- Act as the primary point of contact for customers, addressing inquiries, providing information, and offering assistance.
- Assist customers in opening, closing, and managing various types of accounts, such as savings, checking, money market, and certificates of deposit.
- Educate customers on account features, fees, and benefits.
- Assist with additional services and products such as, ATM and debit card requests, check orders, compromised accounts and savings bonds.
- Perform Teller duties as necessary including processing deposits, checks and payments, verifying cash and endorsements and issuing receipts.
- Conduct financial transactions, including deposits, withdrawals, transfers, loan payments, and account balance inquiries, efficiently and accurately.
- Identify opportunities to recommend and cross-sell banking products and services to customers, such as loans, credit cards, investment options, and insurance.
- Tailor recommendations based on customers' financial needs and goals.
- Ensure compliance with all applicable laws, regulations, and internal policies to maintain the integrity and security of banking operations including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC)
- Stay updated on changes in regulations affecting the banking industry and ensure adherence to compliance requirements.
- Handle cash transactions accurately, follow cash management procedures, and maintain security measures to safeguard assets and prevent fraud.
- Count cash, balance transactions and your teller drawer with a high level of accuracy.
- Understand and review check endorsements and apply endorsement standards
- Process mail, night depository, mobile and ATM deposits
- Address customer concerns, complaints, and disputes in a professional and timely manner, aiming for satisfactory resolutions and positive customer experiences.
- Meet or exceed assigned sales targets and performance goals related to account openings, cross-selling, and customer satisfaction.
- Maintain accurate and organized customer records, transaction logs, and documentation related to account management and other banking activities.
- Performs other duties as assigned
- 1 year of Account Services, Universal Banker and Cash handling experience (preferred).
- Bachelor's degree in business, finance, economics, or related field (preferred).
- Previous experience in banking, retail banking, or customer service.
- Strong interpersonal and communication skills.
- Knowledge of banking products, services, and procedures.
- Sales and customer service experience.
- Attention to detail and accuracy in handling financial transactions.
- Ability to multitask and manage time effectively.
- Proficient in using banking software and computer applications.
EEO StatementWe’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Job Summary
Full Time
$31k-37k (estimate)
11/05/2023
07/04/2024
The job skills required for Universal Banker include Customer Service, Cash Handling, Products and Services, ATM, Retail Banking, Customer Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be an Universal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Universal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Universal Banker positions, which can be used as a reference in future career path planning. As an Universal Banker, it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker. You can explore the career advancement for an Universal Banker below and select your interested title to get hiring information.
If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Universal Banker job description and responsibilities
Universal bankers is who assist customers with loan applications.
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Universal bankers manage the accounts, process transactions, and prepare financial reports.
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Focus to retail leadership decision-making towards simplifying aspects of the branch banker experience.
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Universal bankers will perform both sales and service transactions.
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Universal Banker will provide quality service and develop long- term customer relationships.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Universal Banker jobs
Universal bankers should be comfortable executing marketing and sales techniques when the opportunity arises.
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Training Online Training For Bankers American Bankers Association.
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Creating an Atmosphere of Positive Evolution.
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Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.
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Attention to detail, problem solving, and the ability to be pro-active.
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Step 3: View the best colleges and universities for Universal Banker.
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