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Universal banker

The First National Bank and Trust Compan
Clinton, WI Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 2/27/2025

Job Description for UNIVERSAL PERSONAL BANKER 1 THIS POSITION REPORTS TO : Retail Branch Manager MINIMUM REQUIREMENTS FOR POSITION :

  • High school graduate or equivalent
  • Minimum one year retail banking of sales and customer service experience
  • High school graduate or equivalent
  • Minimum of one year retail banking sales and customer service experience
  • One year work experience at First National Bank and Trust preferred
  • Excellent customer service skills
  • Strong interpersonal, oral and written communication skills and aptitude
  • Basic math aptitude and proficiency
  • Ability to learn and utilize new technologies
  • Knowledge of general banking products and services PRIMARY ACTIVITIES AND RESPONSIBILITIES :
  • Successfully complete on-going Personal Banker 1 training
  • Successfully complete on-going Teller 1 training
  • Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
  • Understand and support Going for Gr-8 and other bank-wide initiatives
  • Support sales and service strategies that build relationships and promote needs based selling
  • Adhere to bank policies, procedures and banking regulations
  • Demonstrate understanding of and comply with established security procedures
  • Maintain confidentiality of customer information and activities
  • Promote and achieve accuracy and quality in branch work
  • Recognize and act on opportunities to achieve assigned sales and service goals
  • Become proficient with job-related systems and equipment
  • Participate in the general upkeep and appearance of the Branch
  • Participate in available training opportunities
  • Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
  • Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
  • Performs other duties as needed or assigned. Education Preferred
  • High School or better Skills Preferred
  • Customer Service
  • Sales
  • Last updated : 2024-11-26

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