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UNIVERSAL BANKER ….39TH AVENUE FACILITY KENOSHA, WISCONSIN
Date Posted: April 15, 2015
Job Title: Universal Banker
Job Type: Full time – Non Exempt
Location: Kenosha, Wisconsin

Responsibilities:
To provide a full range of retail banking services, including teller services, to customers with an emphasis on addressing their current and future financial needs. Provide quality  customer service promptly and accurately in compliance with Bank policies, procedures and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Sales and Service:

  • Assist the bank in achieving its goals through proactive sale of consumer and commercial deposit products, as well as consumer credit and other fee service productsto potential and current bank customers.
  • Knowledgeably discuss the various products and services available to best fit the needs of the customer and the bank. 
  • Actively use sales and service techniques by following established procedures for success. Follow up customer transactions with letters or calls to ensure satisfaction and to thank the customer for their business within time frame established by management. 
  • Build upon customer relationship by cross selling products or services which may fit the financial needs of the customer. 
  • If identified as a MLO ( Mortgage Loan Originator) quoting rates, terms and programs for consumer loan and mortgage requests. Knowledgeably discuss the various loan/line options  to best fit the needs of a customer and the bank. Complete the application and gather appropriate documentations in order to follow the bank policies and guidelines regarding consumer loans. Have working knowledge and ability to prepare the documentation required to close a loan and secure the Bank’s lien position. 
  • Close consumer loan/line transactions. 
  • Demonstrate excellent verbal and written communication skills in all interactions. 
  • Effectively take action on recommendations for improvement in the area of sales and service. Refer customers as appropriate for other bank services to include Investments, Trust, Commercial Loans, etc. 
  • Ensure customer problems/questions relating to their accounts (deposit and loan) are resolved or addressed appropriately in a timely manner. 
  • Maintain accurate bank records through continuous updates and verification of Customer and Account Demographics (i.e. title changes, address changes, signatory changes). 
  • Respond to telephone, mail or internet inquiries regarding the bank or its services in a prompt and courteous manner. Refer inquiries to appropriate department as necessary. 
  • Process wire transfers as requested by customers in locations as applicable. 
  • Work on special projects as assigned by management.

Teller Functions:

  • Trained to open a cash drawer to provide teller services to the bank customers, including accepting deposits, cashing checks, and other teller services as requested.
  • Balances cash drawer to teller expectations at the end of each shift.
  • Keeps teller cash drawer within defined cash limits.
  • Provides assistance to the teller supervisor as needed.

Other:

  • Meet expectations set for compliance testing related to government banking regulations
  • Meet expectation set for community involvement of one community event or bank event.
  • As part of the overall team of bank employees, the Universal Banker may be requested to assist in the support of other bank activities and departments.
  • Universal Bankers are periodically called upon to work in other facilities in support of staffing challenges. Travel is an expectation of this role.

Qualifications:
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Education and Experience: High school diploma. Retail work experience, teller experience and / or banking operations experiences are foundations for this role.

Other related requirement / experiences: Excellent customer service skills to provide highest level of service to our bank customers. Multi-tasking skills and willingness to work in a role that has a dual function to meet the branch efficiency with the staff assigned.

Computer / Technical: Basic computer skills to include Word, Excel and Outlook. Understanding of computer programs in order to learn and function within our application systems, including Teller Insight and Bankers Insight. 

State Bank of the Lakes is an Equal Opportunity Employer / M/F/Veteran / Disability
 


ASSISTANT TELLER SUPERVISOR ….GRAYSLAKE FACILITY
Date Posted: April 15, 2015
Job Title: Assistant Teller Supervisor
Job Type: Full time – Non Exempt
Location: Grayslake, IL

Responsibilities:
The Assistant Teller Supervisor supports the Teller Supervisor in managing the overall daily operations of the teller line. The Assistant Teller Supervisor is familiar with all teller duties, has override authority, provides assistance and instructions as needed to the staff. This position follows the established policies and procedures for this area.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Sales and Service

  • Model excellent customer service behaviors for staff.
  • Motivate staff regarding Sales and Service expectations.
  • Lead by example the Sales and Service culture to retail staff daily.
  • Coach, motivate and provide direction to employees to enhance their job performance.
  • Actively contribute to the deposit and loan growth goals assigned to the facility.
  • Cross sell bank products and services to customers daily to help meet bank goals.

Customer Service

  • Works as a teller to provide coverage during business hours.
  • Performs at efficiency levels established for bank tellers, which includes daily balancing of their cash drawer and paying out cash within their limit as defined in the teller manual.
  • Perform all assigned teller duties when functioning as a teller.
  • Handle customer inquiries and complaints; provides front line support to teller staff.

Supervision

  • Provides back up support to the Teller Supervisor in all capacities of running the teller line.
  • Schedule teller staff to maintain expected teller efficiencies.
  • Maintain proper amounts of cash at each facility.
  • Oversee the daily operations of the teller line to insure functions are completed, which include but are not limited to the following: night drops, mail, ATM balancing, Vault balancing, coin machine balancing, cash dispenser balancing and teller balancing.
  • Promote professional dress and demeanor among staff.
  • Provide input to the Teller Supervisor in preparation of the year end teller performance evaluations.
  • Log teller variances daily.
  • Assist in the ordering of currency and coin; prepare shipments to the Federal Reserve.
  • Conducts teller audits as required.

Miscellaneous

  • Meets expectations set for compliance testing related to government banking regulations.
  • Performs other duties as assigned. In the facilities may include assisting customers into their safe deposit boxes, scanning proof work, dual control for vault and ATM balancing, etc.
  • Meet expectation set for community involvement of one community event or bank event.
  • Traveling will be peridocally required to attend meetings or provide coverage in another facility.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Education and Experience: High school diploma. A minimum of 1+ years of teller experience.

Other related requirements / experiences: Strong skills to multi task. To qualify as an Assistant Teller Supervisor a teller must possess excellent balancing skills. Be able to deal effectively and tactfully with customers, tellers and staff. Requires strong knowledge of established procedures, policies and practices within the bank. Provide flexibility in hours worked to accommodate daily scheduling issues that may arise.

Computer / Technical: Basic computer skills to include Word, Excel and Outlook. Understanding of computer programs in order to learn and function within our applications for teller processing.


State Bank of the Lakes is an Equal Opportunity Employer / M/F/Veteran / Disability