Company: West Suburban Bank
Posted on: February 22, 2021
Universal BankerUS-IL-LombardJob ID: 2021-4139Type: Regular
Full-Time# of Openings: 1Category: Retail - Personal
BankingRetailResponsibilitiesThis is a non-exempt/hourly position.
Non-exempt employees categorized as Full-time generally work 37.5
hours per week. Summary: Universal Bankers perform both Teller and
Platform transactions according to established bank procedures.
They acquire knowledge of bank products and are able to open and
service accounts and identify cross selling opportunities to both
new and/or existing customers. Essential Functions of the Universal
Banker:Reasonable accommodations may be made to enable individuals
with disabilities to perform the following essential functions.
- Consistently provides exceptional customer service. Engages
customers in the lobby and takes ownership of customer experience,
fulfilling general customer transactions on the teller and platform
- Develops and expands customer relationships by proactively
identifying customer needs and offering advice and appropriate
financial solutions to help customers achieve their financial
goals. Refers more advanced customer product needs to senior staff
- Under the guidance of a mentor, works to learn moderately
complex consumer and business products/services, consumer loans and
credit cards, business accounts, IRA's, and/or fiduciary
- Maintains operational signing and approval, and wire transfer
- Assists with educating customers on options for managing
financial transactions by leveraging technology, tools and
resources. Promotes the use of WSB technology to our customers for
their use in their daily banking.
- Maintains working knowledge of bank deposit, loan products and
services and identifies opportunities to refer existing customers
and prospects to Wealth Management, Cash Management and other
internal business units.
- Initiates and ensures successful onboarding of customers to WSB
through the use of phone calls, E-mail, and mailings.
- Resolves a variety of customer problems while ensuring the
highest level of customer experience and satisfaction. Escalates
customer concerns as necessary. Uses available resources for
problem resolution, which may involve analysis of information
received from other internal departments. Knowledgeable of and able
to navigate through deposit and teller automation applications.
Provides customer guidance and navigation through various delivery
- All other reasonable duties as assigned.Qualifications
Qualifications of the Universal Banker/Required Education and
Strong computer skills. Proficiency
in Microsoft Office Suite;Excellent verbal and written
communication skills;Strong customer service and problem-solving
skills;1-2 years banking experience, or equivalent experience in a
customer contact/sales position.Demonstrated ability to meet and/or
exceed the standards of both the teller and platform functions on
the position.High school diploma or equivalent. Requirements for
performing the Essential Functions of a Universal Banker:On the job
the employee may physically be required to bend, sit, stand, walk,
use finger movements, and/or handle objects (manual dexterity). On
the job the employee must mentally be able to read/comprehend,
write, perform calculations, communicate orally, reason, and
analyze. Equal Opportunity Employer/Veterans/DisabledAll qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
national origin, or protected veteran status and will not be
discriminated against on the basis of disability. PI130661456
Keywords: West Suburban Bank, Lombard , Universal Banker, Other , Lombard, Illinois
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