Senior Universal Banker at FIRST FEDERAL BANK OF WISCONSIN

Brookfield, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

0.0

Posted On

11 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Leadership, Coaching, Sales, Business Development, Cash Handling, Mathematical Skills, Regulatory Compliance, Communication Skills, Organizational Skills, Attention to Detail, Cross-Selling, Problem Solving, Transaction Processing, Loan Administration, Risk Management

Industry

Banking

Description

Description SUMMARY / OVERVIEW A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager’s absence while coaching less experienced staff in a professional, courteous and confidential manner. PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Customer Service Professionally and confidently greet customers, answer phones, resolve inquiries Explain products fully, disclose rates, fees, etc. Keep management informed of customer feedback Leadership & Coaching Act as Branch Manager when needed Coach and develop less experienced bankers Assist with complex transactions and sales-skill development May override transactions and handle escalated issues Sales & Business Development Meet assigned sales and referral goals Actively cross-sell and telemarket deposit accounts, loans, and bank services Open new depository accounts and complete all related paperwork/compliance Refer mortgage and commercial loans to specialized lenders Daily Teller / Platform Transactions Accept deposits and withdrawals, cash checks, process loan payments Verify endorsements/ID, place holds, detect counterfeit currency Balance cash drawer daily, buy/sell cash from vault, balance ATM Perform funds transfers, stop payments, coin counting, statement research, etc. Loan Officer Duties (Consumer/Small Business) Generate, close, administer, and collect select loans Act as liaison to central lending departments Compliance, Operations & Risk Management Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.) Complete accurate new-account documentation and follow-up Open/close branch following security procedures Process dormancy, negative-balance outreach, signature corrections OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Requirements REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast-paced environment. Ability to work well under pressure. Ability to cross-sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

Responsibilities

The Senior Universal Banker performs full-service retail banking and consumer lending duties while stepping into a leadership role in the absence of the Branch Manager. Responsibilities include customer service, sales, coaching less experienced staff, and ensuring compliance with regulations.