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Universal Banker 

Category Retail  

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 include the following. Other duties may be assigned.

· 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.

Other Duties as Assigned

May be expected to fill in at other bank locations based on business/staffing requirements.

Supervisory Responsibilities:

This job has no supervisory responsibilities.


Position Requirements

Performance Factors:

To perform the job successfully, an individual should demonstrate the following competencies:


·    Individual has a good understanding of the Bank’s products and services.  Effectively matches customer’s need by referring and/or selling products and services to enhance the customers’ relationship consistent with the River Valley Bank Sales Culture.

Customer Service:

·    Individual demonstrates a positive and helpful attitude toward customers (internal and external), understands their importance to River Valley Bank and understands how his/her job affects customers; establishes and maintains good relationships through interactions or work completed; projects a positive and professional image of River Valley Bank; Provides "WOW" customer service: Win every customer over, take Ownership of every customer issue and have a Wonderful time doing what you do.”

Communication Skills:

·    Written - Individual writes clearly and concisely with little need for editing (includes spelling and grammar). Oral - Expresses self in speech as to be clearly and completely understood; adheres to RVSB Telephone Standards; supports a favorable environment for open communication; addresses concerns or problems in an open non-defensive manner; conveys self-confidence and knowledge of subject in speaking to customers. Listens - Is attentive and transmits correct information to appropriate people; accepts constructive feedback.

Job Knowledge:

·    Individual possesses and demonstrates the technical ability to perform required duties, is practical in applying knowledge to assignments, and maintains expertise by keeping current with new developments and procedures.

Problem solving:

·    The ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.

Attention to Detail:

·    The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.


·    The level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with internal or external customers. 



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.



High school diploma or general education degree (GED); and one to two years related experience and/or training; or equivalent combination of education and experience.


Language Skills:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.


Math Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.




Reasoning Skills:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


Computer Skills:

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.


Certificates and Licenses:

No certifications needed

Full-Time/Part-Time Full-Time  
Shift Days  
New or Replacement  
Number of Openings 1  
Exempt/Non-Exempt Non-Exempt  
Req Number RET-13-00007  
Location Weston, WI  
About the Organization River Valley Bank is excited at the prospect of YOU joining our team. We are an Incredible Organization with a passion for our customers and our employees.
Any candidate that would like to review our Equal Employment Opportunity/Affirmative Action Policy Statement, please CLICK HERE to open.
EOE Statement River Valley is an EEO/AA Employer: M/F/Disabled/Vet  
Logo None Specified 

This position is currently not accepting applications.

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