Hybrid Universal Banker - Ankeny, IA at Lincoln Savings Bank

Position Summary: 

The Universal Banker provides personalized banking services including the performing of all teller functions as well as the opening and servicing of consumer and commercial deposit accounts. The Universal Banker is also responsible for referring other products and services to appropriate banking personnel. 

Essential Functions: 

• Has the flexibility to travel between branches to assist as needed. 

• Pulls and balances a teller drawer daily, balances the vault, coin machine, and ATM while assisting as the role of Personal Banker. 

• Responsible for the completion of batching and scanning of teller work through the Branch Capture System. 

• Processes customer transactions with accuracy, and professionalism, while keeping a high level of customer service. 

• Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies. 

• Opens consumer and commercial accounts. 

• Cross sell to referral partners when appropriate; completes client follow ups as needed; including the delivery of LSB Plus summaries. 

• Answers calls, takes messages, provides clients with accurate information and directs client questions when appropriate. 

• Provides leadership for CSAs, serves as a resource for training. 

• Follows all bank policies and procedures. 

• Represents Lincoln Savings Bank in a positive light in all professional duties. Including participating in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank. 

• Performs other duties and responsibilities as defined by Management. 

Key Attributes: 

• Excellent customer service skills. 

• Strong organizational skills. 

• Ability to work under pressure and meet deadlines. 

• Ability to cross-sell. 

• High degree of accuracy. 

Required Qualifications: 

• High school diploma or equivalent required. 

• Prior teller experience. 

• Knowledge of banking products. 

• Strong math skills. 

Preferred Qualifications: 

• Prior customer service in banking. 

Physical Demands: 

• Occasionally lift and/or move items over 20 pounds. 

• Remain standing for extended periods of time. 

Working Environment: 

• Work is performed in a professional office environment. 

• This role uses standard office equipment such as computers and phones. 

Travel: 

• Traveling between branches is probable.