Share Email Opening Title Universal Banker  Category Retail   Description Summary:  This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding of the customer’s transaction requirements and be able to effectively communicate all available options to them.  They will educate customers about River Valley Banks’ sales and service delivery options and refer the appropriate products and services matching the customer needs.  This position will also refer customers to the appropriate source or channel to address their need. They will also be responsible for the processing the regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties. Essential Duties and Responsibilities:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  Essential duties and responsibilities include the following: With a good understanding of the bank products/services and the customer’s current relationship, offers information on bank products and services that can benefit the customer and enhance their banking relationship.  (Listens to the customer’s needs and matches those needs to the bank’s products and services resulting in referrals.) Evaluates needs of potential customers and offers appropriate financial products and services. Prepares and compiles new customer application and information to open new accounts. Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity. Responds to customer inquiries and requests regarding account. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. Generates new business to assist in meeting establishment profitability goals. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and enters savings transactions into bank records via an on-line terminal. Cashes check and pays money from savings and checking account upon verification of signatures and customer account balances.  Inspects all checks, bonds, money orders, savings withdrawals, to determine their negotiability. Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff as necessary. Receives bank visitors, provides information and directs them to appropriate staff as necessary. This position meets the definition of a Mortgage Loan Officer (MLO) by the SAFE Act regulations and is herby required to register and maintain a unique identifying number.  The process is coordinated through the Human Resources Department. Other Responsibilities: Perform other related duties as required or assigned that are in the spirit of this job description and position as necessary for the Bank and the Department to function effectively. •May be expected to fill in at other bank locations based on business/staffing requirements. Supervisory Responsibilities: This job has no supervisory responsibilities. Education/Experience: High school diploma or general education degree (GED) required, associate or bachelor degree preferred; and one to two years related experience and/or training; or equivalent combination of education and experience. To perform this job successfully, an individual should have proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel) and advanced keyboarding and ten-key skills.   Location Weston, WI   About the Organization At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to! And we feel it. Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up! It's #HowWeIncredible   EOE Statement IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.   This position is currently not accepting applications. 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