Universal Banker (Capitol Square Branch) at The Park Bank

Madison, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jun, 26

Salary

0.0

Posted On

31 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Transactions, Account Maintenance, Cross-selling, Sales, Referrals, Cash Handling, Compliance, Operations, Customer Correspondence, Financial Needs Identification, Wire Transfers, Stop Payments

Industry

Banking

Description

Description Who is Park Bank? At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there’s no one way to what’s next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better. If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development. General Summary: The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle any and all branch servicing tasks such as vault balancing, cash shipment preparation, safe deposit box access etc. Outcomes: 1) Balance Growth and Production Achievement (30%) a. Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services 2) Client Service/Relationship Metrics (30%) a. Services per Household, Referrals, Client Service, etc. 3) Cash Drawer Balancing (20%) a. Balance cash drawer in accordance with bank policy and procedure. 4) Compliance and Operations Evaluation (20%) a. Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security. Primary Duties/Responsibilities: Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence. As needed, the Universal Banker will be responsible for processing new account requests and assisting the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients. While processing routine client transactions, the Universal Banker will identify current and future financial needs and effectively refer and/or fulfill these sales to branch and strategic partners. Perform additional responsibilities to include client service requests such as processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests. Actively work with clients to identify current and future financial needs and effectively offer solutions either directly or indirectly through business partner referrals. Requirements Qualifications: High school diploma required; Associate degree or equivalent preferred Minimum 1-3 years of related work experience required Physical Demands: Remaining in a stationary position, often standing or sitting for prolonged periods. Adjusting or moving objects up to 10 pounds in all directions. Repeating motions that may include the wrists, hands and/or fingers. Communicating with others to exchange information Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test. Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws. Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, and protected veteran status. Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: humanresources@parkbank.com or 608.301.8674. The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired. Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage

Responsibilities

The Universal Banker performs essential duties of both Teller and Relationship Banker roles, focusing on processing account transactions, completing basic maintenance, and establishing new client account relationships, excluding loan product offerings. This role also involves handling all branch servicing tasks like vault balancing and cash shipment preparation while identifying client needs for direct fulfillment or referrals.