Universal Banker | Neenah, WI

Detailed Information

  • Location: New London, WI

  • Company: Wolf River Community Bank

to our valued customers. A Universal Banker is crucial in building and maintaining customer relationships while efficiently handling a variety of banking transactions in a timely manner. WHAT YOU'LL DO: Customer Relationship Management: Proactively engage with customers to understand their financial goals and provide tailored solutions.

Cultivate lasting relationships by consistently delivering exceptional service. Initiate customer greeting, addressing customer by name with a welcoming smile and eye contact. Teller Services: Conduct a range of teller transactions, including deposits, withdrawals, and transfers, accurately and efficiently. Handle currency, coin, and checks in compliance

with established policies and procedures. Banking Services: Open, close, and service various types of banking accounts, including savings, checking, and certificates of deposit.

Assist customers in understanding and managing their accounts, providing information on account features, fees, benefits, and policies. Branch Growth: Identify service opportunities to recommend banking products and services based on customer needs and preferences. Collaborate with other team members to promote and achieve branch sales goals. Financial Consultation: Conduct financial reviews with customers to backss their overall financial situation and provide guidance on achieving their financial objectives.

Stay informed about market trends, economic indicators, and changes in banking regulations to better assist customers.

Compliance and Security: Adhere to all banking regulations and internal policies to ensure compliance. Maintain a high level of awareness regarding security procedures to safeguard customer information and bank assets. Ensures confidentiality is always maintained. Teamwork: Collaborate with other Universal Bankers and branch staff to create a positive work and efficient work environment. Provide support and assistance to colleagues across the bank to enhance overall team effectiveness.

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