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Universal Banker II/III (Personal Banker)

Fox Valley Savings Bank
Fond du Lac, WI Full Time
POSTED ON 2/8/2025 CLOSED ON 4/8/2025

What are the responsibilities and job description for the Universal Banker II/III (Personal Banker) position at Fox Valley Savings Bank?

Description:


We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.

Essential Functions:

  • Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
  • Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
  • Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one’s work at the completion of each work day.
  • Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers.
  • Inputs data to update customer account information and make changes as appropriate.
  • Completes the paperwork and inputs data to establish the account relationship on the Bank’s computer system; provides appropriate disclosures.
  • Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
  • Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
  • Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
  • Maintains a current knowledge of the Bank’s deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
  • Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
  • Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
  • Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
  • Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
  • Ensures that confidentiality is maintained at all times.
  • Performs assigned clerical responsibilities in a timely manner.
  • Understands the banks security policies and procedures, assists in opening and closing procedures.
  • Conducts oneself in accord with the Bank’s Core Values.

The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.

Requirements:
  • Excellent customer relations demeanor; professional in appearance and communication
  • High School diploma or equivalent
  • Previous banking experience
  • Display a positive, team-oriented attitude
  • Experience in cash handling and customer service
  • Basic math and computer skills
  • Ability to work a variable work schedule
  • Maintain confidentiality of information
  • Ability to multi-task
  • Ability to sit/stand for extended periods of time
  • Ability to view computer screen, paperwork and cash
  • Ability to perform fine manipulation when working with cash and other paperwork.
  • Ability to travel to other branch locations, as needed

FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.

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