Universal Banker

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Sparta, WI, US

3 days ago Requisition

Are you looking for a position where you can grow your career with a company that truly values its people and community? At State Bank Financial, our Universal Bankers play a key role in providing exceptional customer service, building strong relationships, and helping customers reach their financial goals. If you're ready to bring your energy and passion for people to a workplace that values growth and teamwork, we'd love to meet you!

The selected candidate will work in our office in Sparta, may travel to other branch locations as needed, will work Monday-Friday, as well as a Saturday morning rotation.

The Universal Banker is a dual-purpose role which requires an associate to fulfill the responsibilities of both a Teller and a Personal Banker. The Universal Banker is responsible for providing exceptional service to an existing portfolio of bank clients and managing growth through proactive business development. This position is responsible for advising bank customers in their selection of financial products and services, along with processing transactions.

Position is accountable for loan, deposit, and revenue growth. This position will also be responsible for expanding the relationship along with targeting new customers and prospects to ensure branch growth. Understands and completes job responsibilities in accordance with federal and state compliance regulations and Bank policies and procedures.

• Engage State Bank Financials’ clients by welcoming them with a warm friendly smile, pleasant demeanor, using the client’s name, whenever possible, and thanking them for doing business with the Bank according to our Culture of CARE
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• Responsible for new customer acquisition and managing an existing customer portfolio to ensure branch growth by utilizing sales skills, identifying prospects, follow through on all leads and actively increasing the number of products/services used by customers.
• Attends community events, volunteers, and serves the Branch’s community while continuing to grow visibility within the market. Actively participate in business development activities for the purpose of attracting additional profitable business for the Bank.
• Accurately process deposits and withdrawals for consumer and business customers, loan payments, money orders, foreign currency, and gift cards.
• Understands and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws.
• Assists customers with account opening, maintenance, documentation and the utilization of technology and resources the bank has available.
• Accurately perform the consumer loan application process through closing.
• Complete timely and accurate documentation of client relationship information.
• Educate clients on self-service capabilities and encourage use of digital service channels.
• Updates knowledge and develops professionally on a continuing basis with Branch Managers approval/awareness. Participates in internal and external training and development opportunities as required.
• Other job-related duties may be necessary to fulfill the responsibilities of this position.

Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet/intranet and other bank specific software. Utilizes a variety of office equipment including computer printer, ten-key calculator, fax machine, scanner/copier, and multi-line telephone.

Associate or bachelor’s degree, and/or two years previous banking and customer service/sales related experience.

• Strong working knowledge of MS Office products; ability to effectively utilize State Bank Financial operating systems.
• Must possess ability to maintain the integrity of highly confidential customer and Bank information; legible handwriting; effective problem-solving skills.
• Must have ability to be bonded to obtain Notary certification.
• Must have NMLS…