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Universal Banker-II
Universal Banker-IICapitol Bank • Madison, WI, USA
Universal Banker-II

Universal Banker-II

Capitol Bank • Madison, WI, USA
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The Universal Banker-II :

  • Assists customers with opening new personal and business deposit accounts.
  • Welcomes and assists customers at the Teller line.
  • Accurately processes a variety of transactions including deposits and withdrawals.
  • Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
  • Resolves all customer needs and requests in a friendly, professional, and timely manner.
  • Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships.
  • Works to achieve targeted levels for product sales, service behaviors, and referral goals.
  • Maintains an active community presence and participates in Bank activities including prospecting and networking.

The Universal Banker-II will also :

  • Follows all established bank policies and procedures.
  • Knowledgeable in bank products and services in order to cross-sell.
  • Provides banker and teller coverage to the assigned branch location.
  • Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents
  • Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages / shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays.
  • Responsible for achieving targeted levels for product sales, service behaviors, and referral goals.
  • Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests.
  • Handles customer account inquiries promptly and professionally.
  • Maintains an active community presence and participates in Bank activities.
  • In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.

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    Universal • Madison, WI, USA

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