Universal banker

CITIZENS FIRST BANK
Trempealeau, WI Full Time
POSTED ON 7/31/2024 CLOSED ON 8/22/2024

What are the responsibilities and job description for the Universal banker position at CITIZENS FIRST BANK?

Looking to join a close-knit team where you can make a difference in your community? Citizens First Bank in Trempealeau is looking for a full-time Universal Banker (Teller) to join us! As a family-owned community bank since 1969, we take pride in supporting individuals and businesses in Viroqua, Sparta, Trempealeau, Viola, Centerville, and Holmen, helping them thrive and grow.

Our commitment to community extends beyond banking. We actively support local organizations and encourage our employees to volunteer and participate in community events.

At Citizens First Bank, we value the unique experiences, backgrounds, and lives of our employees, believing they enrich both their roles and our communities.

If you're passionate about making a difference and being part of a team that cares, apply today!

POSITION SUMMARY : Performs teller duties, both routine and complex accurately and professionally. Assists with customer inquiries / problem solving.

Willing to rotate between locations as needed.

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES

Functions as an experienced, fully trained Teller, receiving and processing Teller transactions accurately and timely.

Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.

  • Handles all face-to-face transactions. Opens new accounts, edits accounts and close customer accounts when necessary.
  • Cross sells and / or refers Bank products and services to specific customers through needs identification, maximizing profitable relationship.

Interacts with customers to identify their needs. Works with appropriate areas of the Bank to refer customers.

Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies for self and other tellers.

Maintains adequate cash and / or cash drawer limits as required by Bank policy.

  • Provides outstanding customer service for all types of customer inquiries and transactions. Includes accurate, professional, efficient service to all customers.
  • Opens night deposit vault and ensures contents are processed using dual control at all times. Balances ATM, replenishes cash supply and ensures ATM is working.
  • Provide support to the branch operations by scanning and operating the proof machine as needed.
  • Rents / grants access to safe deposit boxes. Verifies access authority against safe deposit contracts for each request exercising prescribed controls.

Check booth or conference room after each use. Accepts and processes payments for new boxes, renewals, drilling fees and lost key fees.

Input safe deposit information to manual and computer system according to established procedures. Purge files as appropriate.

Other duties as assigned.

ROLE QUALIFICATIONS :

Education

High school diploma

Experience

A minimum of 1 to 3 years related cash handling experience and / or related experience preferred

Other Skills and Abilities

  • Strong communication skills
  • Customer service focused
  • Maintain confidentiality of customer information
  • Resourceful, well organized and ability to multitask
  • Effective problem-solving and decision-making skills
  • Strong attention to detail
  • Understanding of regulatory compliance
  • Sales skills
  • Ability to operate a personal computer

PERFORMANCE MEASURES :

  • Meets or exceeds annual goals as pre-established by immediate supervisor
  • Effectiveness of communications and development of good working relationships with co-workers and customers
  • Balances efficiently and accurately, with quarterly offages
  • Maintains confidentiality of customer account information
  • Follows established policies and procedures in responding to inquiries and requests
  • Cross sells additional products / services based on customer profile and customer need
  • Willingly participates in bank training, including sales and service training

PERKS OF WORKING WITH US :

  • Competitive wage
  • Year-end bonuses
  • Discretionary profit share CD contribution
  • 3% safe harbor contribution to 401k
  • Fully comprehensive benefits package
  • Family-oriented culture and teams
  • Community involvement and Volunteer PTO
  • Bank-sponsored get-togethers outside of work
  • All-staff training and celebration days
  • And so much more!
  • Last updated : 2024-07-31

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