More jobs:
Universal Banker
Job in
Atlantic, Cass County, Iowa, 50022, USA
Listed on 2026-06-18
Listing for:
TS Banking GroupTreynor
Full Time
position Listed on 2026-06-18
Job specializations:
-
Sales
Banking & Finance
Job Description & How to Apply Below
TS Bank is seeking to hire a Universal Banker position for our location in Atlantic, Iowa.
This position is responsible for contributing to sales targets by identifying and fulfilling simple sales opportunities and promoting bank products. This includes greeting customers, opening day‑to‑day accounts, and working closely with team members to ensure an optimal customer experience.
Preferred education and experience:
Possess a high school diploma or GED certification required. Additional post‑high school education and/or training is preferred. One year of work experience in a financial institution, cash handling experience, and prior sales experience is a plus.
Starting Pay: $18.00/hr.
Experience and Skills:- Comply with all banking and company regulations, policies, and procedures.
- To effectively perform the job, must have reliable transportation to travel to and from work and other work‑related events, meetings, interactions with clients, etc.
- Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word‑processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
- 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 effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. - Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.
- Ability to perform all other duties as assigned.
- Protect TS Banking Group financial interests and reputation by complying with internal and external policies, procedures and regulations.
- Assist with daily operating activities such as ABM servicing, and opening and closing procedures.
- Contribute to sales goals by identifying and fulfilling simple sales opportunities to increase sales and revenue.
- Cross‑sell bank products to new and existing customers.
- Direct sales opportunities to the appropriate sales officer.
- Ensure all activities conducted are in compliance with governing regulations and internal policies and procedures.
- Foster a relationship of mutual trust and confidence with clients and other team members.
- Greet and interact with the customer when they enter the branch.
- Meet clients day‑to‑day transactional needs and resolve their service and maintenance related inquiries.
- Promote bank products.
- Open day‑to‑day accounts, fulfill pre‑approved credit opportunities and work closely with team members to ensure the optimal experience for clients.
- Interact with the local market to gain new clients and expand relationships with existing clients.
- Provide WoW client service through quality conversations, efficient and accurate processing of client transactions and adhering to the Branch Service Level Agreement.
- Sell, open, and maintain all personal banking products and services to new and existing clients, by highlighting features and benefits of bank products and cross‑sell/referrals to other TS Banking Group areas including commercial and small business lending and wealth management and trust.
- Meet or exceed all established sales goals and contribute to branch deposit growth; track and log all interactions in the bank’s CRM system; provide feedback at weekly sales huddles; completion of 2.2.2 follow‑up;
Personal Banking Incentive Program participation allowed after 90‑day onboarding. - Maintain a system of follow‑up mail and telephone communications several times during the year with new and existing clients to generate additional business.
- Answer client questions and handle objections during the sales process; diplomatically handle dissatisfied clients by providing exceptional client service.
- Perform both account opening and transactional…
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