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Universal Banker

Northwestern Bank
Altoona, WI Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 3/24/2025

Do you want to work for a local bank that has been invested in the community for 120 years where employees matter? Northwestern Bank, a proud member of the community since 1904, has a full-time Universal Banker position available at our River Prairie Branch.

Why do our employees work at Northwestern Bank?
1. Serving and getting to know our customers in our day-to-day, face-to-face interactions with them is very rewarding. Knowing that we helped assist the customer with their transaction or that we made a positive difference in their day is priceless and is appreciated by all.
2. Our team at NB works hard alongside of each other, assisting others when needed. We work together as a team to strive for an outstanding customer experience.
3. Northwestern Bank supports the communities we serve, helping to make the lives of all community members better, including our own. We are very proud to work at Northwestern Bank because of the difference WE, at NB, make!
4. We have a family-friendly work environment and great work culture. We look for ways to have fun and connect with each other throughout the day, while still working hard to serve our customers.
5. The Bank President knows us by name and makes it his priority to visit each branch on a weekly basis. He understands and appreciates that all employees and positions are vital to the banks success as a community bank.

If you are interested in becoming part of the Northwestern Bank team, we do have a full-time Universal Banker position available. This position will be regularly scheduled to work approximately 40 hours per week Monday through Friday and approximately 1 - 2 Saturdays per month (9-11am).

This position is responsible for handling the financial transactions of our customers in a friendly, accurate, and efficient manner, assisting customers with account openings and closings, helping our customers with their online banking questions, and working with IRA's, HSA's, CD's, etc. A complete job description can be found below.

The ideal applicant will love working with people, have the desire to provide a high-quality customer experience, be detail oriented, have an outgoing personality, be willing to work in a team environment, and will exemplify our Core Values of deliver an exceptional experience, shine through service, create positive impact, lead with integrity, and foster genuine relationships. Northwestern Bank is very supportive of the communities that we serve, offers a great work environment, and keeps a positive work-life balance for our employees.

In addition to a competitive wage, Northwestern Bank offers the following benefit plans:

Generous 401K plan

Health, Dental, Vision, Life, and Long-Term Disability Insurance

Incentive Bonus program

Paid Vacation, Holiday, and Sick time

Paid Parental Leave and Child Sick days

EOE, including disability/veterans

Northwestern Bank

Mission Statement

Building Stronger Communities Where People Matter
Core Values
Deliver an exceptional experience.
Shine through service.
Lead with integrity
Create positive impact.
Foster genuine relationships.

About Northwestern Bank

Northwestern Bank is a locally owned, community bank proudly serving our communities for over 100 years. We are building stronger communities where people matter, and we do that by putting our core values in action.

Northwestern Bank is a reflection of each of the communities we serve and like our communities we are strong, committed, and genuine. We treat customers like family, giving sound advice, and honest financial direction.

About Our Employees

Northwestern Bank employees are remarkable in their commitment to our communities, customers, and to each other. They bring our values to life as they perform their day-to-day responsibilities, make decisions, and in how they treat others. Our employees regularly rise above expectations as they seek to help others, always being truthful, respectful, and trustworthy. They serve our communities through active volunteerism.

Universal Banker

Position Summary:

Serves the transaction processing needs, identifies needs and provides appropriate account services to Bank customers and potential customers in a friendly, helpful, efficient, professional and accurate manner. Maintains and balances a cash drawer.

Principal Duties and Responsibilities:

Performs all or some of the following:

1. Serves customers with their accounts by completing a variety of transactions according to Bank policy and procedure. Accepts and processes deposits, withdrawals, transfers monies, process payments, cashes checks and bonds, fills coin/currency orders. Process the purchase of money orders, gift cards, and cashier checks. Processes cash advances.
2. Balances cash drawer according to accepted procedure. Counts cash and runs coin counter. May need to strap cash, roll coin, and sort out mutilated money.
3. Opens accounts for customers, explain various accounts, services, and policies; processing, filing and maintaining account records; assisting customers with ordering checks and completion of direct deposit forms. Includes checking, savings, savings bonds, Visa Card & Merchant Service Referrals, Debit Card applications, and certificates of deposit. Collects legal documents and titles account appropriately.
4. May set up fiduciary accounts, Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) as requested.
5. Assists customers with maintaining their accounts, balance checkbooks, positively solve complaints and account problems, updates to customer information, provide interest rates, advise customers of options to better meet their needs, process stop payments, automatic deductions, etc. Closes accounts as needed.
6. Assists customers with electronic banking products set up including but not limited to, online banking, Mobile Banking, bill pay, remote deposit capture, Zelle, My Card, etc.
7. Collect CIP information, run Chex system, and OFAC.
8. Prepares reports and correspondence as needed or requested. Documents files clearly and accurately. Input wire transfers on Excel spreadsheet, type up unclaimed property letters.
9. Process and/or verify outgoing/incoming domestic and international wires.
10. May be responsible for balancing vault cash and coin machine according to established procedures. May be responsible for balancing money order machine at end of day.
11. May be responsible for maintaining and balancing ATM machine.
12. Performs opening and closing duties according to established schedule and procedures.
13. Knows and strictly follows all security and internal control procedures. Notifies supervisor immediately of any suspicious activity or questionable transactions.
14. May assist customers with safe deposit box requests. Opens and closes safe deposit box accounts, processes payments and other billing activities, etc.

Additional Duties and Responsibilities:

  • Perform general office duties including answering/transferring phone calls, preparing incoming/outgoing mail, making copies, requesting maintenance service, etc.
  • May need to perform light janitorial duties including, dusting, vacuuming, wet mopping, and light shoveling.
  • May be asked to serve as a Notary Public and notarize official government documents.

Work Relationships and Scope:

Works closely with and reports to either the Teller Supervisor or Branch Teller Lead. Due to nature of position, will interact on a regular basis with most other employees at the Bank particularly Tellers, Deposit Servicing, Customer Service, and Loan Department employees. Will have nearly continuous contact with customers on a daily basis. Work regularly with highly confidential and sensitive customer information.

Measures of Performance:

Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers; effectively communicates and develops good working relationships with co-workers and customers; professional workplace appearance and conduct; keeps Bank and customer information confidential; reporting to work on time; understands and adheres to Bank operating, personnel and security policies and procedures; informs customers and potential customers of additional Bank services.

Benefits Offered to Full-time Positions:

  • Competitive Pay
  • Generous 401K plan
  • Health, Dental, Vision, Life, and Long-Term Disability Insurance
  • Incentive Bonus program
  • Paid Vacation, Holiday, and Sick time

Knowledge, Skills and Abilities Required:

Must have earned or be in the pursuit of a high school diploma or equivalent program. Must possess: friendly, courteous and professional customer service attitude; basic mathematical skills, technical ability to input and retrieve computerized information; excellent verbal communication skills for interacting professionally with customers and relating to other employees; ability to maintain the integrity of highly confidential information; ability to deal effectively with time pressures and stress; ability to lift approximately 50 lbs. and stand for prolonged periods. May need to bend, stoop, and lift to move office materials, retrieve files, and do light janitorial duties.

Equipment Operated:

Adding machine, computer system, printers, image scanner, money order machine, cash advance machine, currency and coin counters, fax, copier, telephone, typewriter, paper shredder, and coin wrapper. May use Dyna cash recycler.

Working Conditions:

Work is performed in a pleasant office environment with minimal chance for personal injury. Regular mental and visual concentration for computer usage required. Frequent repetitive work. Work is performed generally during regular business hours

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