Universal Banker
Listed on 2026-10-05
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Finance & Banking
Bank Customer Service
Company Description
Bank of Brodhead is a strong, stable, independent community bank that has served its customers with integrity and trust since 1896. The bank is committed to delivering fair and equitable financial solutions that help individuals and businesses grow and prosper. Team members are encouraged to share ideas in a professional environment that values innovation and outstanding customer service. Bank of Brodhead focuses on building long–term relationships by providing quality products, sound financial advice, and a service experience that aims to exceed expectations.
The organization strives to be a dependable partner to the community, employees, and shareholders alike.
The Universal Banker is responsible for a wide range of tasks related to banking and can manage sensitive financial customer requests from beginning to end. This position is responsible for welcoming new customers to the bank, conducting a variety of transactions in an accurate and timely manner, opening accounts for new and existing customers, handling customer account inquiries promptly and professionally.
The duties related to this position will include functions not necessarily depicted by your title, nor specifically enumerated in this job description.
- Open personal checking and savings accounts for new and existing customers and prepare proper documents, while following the procedures and established policies within the Bank.
- Identify the needs of new and existing customers and offer appropriate services currently available, leading to sales of products and services.
- Password resets, Secure now, Mobile Deposit, troubleshooting errors and training customers, and teaching customers about Bill Pay and Zelle.
- Process teller transactions including deposits, withdrawals (including calculating penalties), check cashing, loan payments, change orders, cashier’s checks/money orders, cashing Savings Bonds etc.
- Order debit cards and assist with initiation of debit card disputes
- Answer incoming phone calls
- Direct walk-in customers to the correct department as needed
- Balance coin machine and roll coin
- Assist other departments or staff with projects as needed
- Participate in professional and civic organizations to further personal development and demonstrate support for the bank.
- Attending classes, webinars, etc. as assigned or requested.
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