Universal Banker III (Senior Banker) - Ames
Availa, Ames, IA, United States
Description
EEO Employer
Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success.
This is not a remote position.
UNIVERSAL BANKER III (SENIOR BANKER) POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.
BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include:
Medical, Dental & Vision Plans
Option for Health Savings Account (HSA)
Life Insurance (Company paid for employee)
401K and Employee Stock Ownership Plan (ESOP)
Company Paid Short & Long Term Disability Insurance
Flexible Spending Account (FSA) & Dependent Care
Eligibility for Tuition Assistance and Discounts
Employee Assistance Program (EAP)
UNIVERSAL BANKER III (SENIOR BANKER) ESSENTIAL DUTIES AND ACCOUNTABILITIES
Build and maintain strong relationships with customers to understand their financial needs and objectives
Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans
Identify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customer’s financial goals
Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals
Collaborate with internal teams to ensure seamless service delivery and customer satisfaction
Monitor market trends and competitor activities to inform business strategies
Ensure compliance with all regulatory requirements and company policies
Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions)
Maintain a balanced cash drawer
Assist with all branch operational tasks and duties as needed
UNIVERSAL BANKER III (SENIOR BANKER) ROLE QUALIFICATIONS: Education
High school diploma or equivalent required
Experience
Accounting or banking experience encouraged
Other Skills and Abilities
Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required.
Strong math skills; add, subtract, multiply and divide in all units of measure
Exceptional oral, written, and interpersonal communication skills with the ability to apply commonly understood knowledge to carry out instructions and instruct others, understand procedures, and write reports and correspondence
Must be able to multi-task in a busy environment
Understands computer and other equipment capabilities and limitationsExceptional organizational and time management skills
Maintain a complete understanding of regulatory and compliance policies and procedures
Must be able to work flexible hours and shifts
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EEO Employer
Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success.
This is not a remote position.
UNIVERSAL BANKER III (SENIOR BANKER) POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.
BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include:
Medical, Dental & Vision Plans
Option for Health Savings Account (HSA)
Life Insurance (Company paid for employee)
401K and Employee Stock Ownership Plan (ESOP)
Company Paid Short & Long Term Disability Insurance
Flexible Spending Account (FSA) & Dependent Care
Eligibility for Tuition Assistance and Discounts
Employee Assistance Program (EAP)
UNIVERSAL BANKER III (SENIOR BANKER) ESSENTIAL DUTIES AND ACCOUNTABILITIES
Build and maintain strong relationships with customers to understand their financial needs and objectives
Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans
Identify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customer’s financial goals
Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals
Collaborate with internal teams to ensure seamless service delivery and customer satisfaction
Monitor market trends and competitor activities to inform business strategies
Ensure compliance with all regulatory requirements and company policies
Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions)
Maintain a balanced cash drawer
Assist with all branch operational tasks and duties as needed
UNIVERSAL BANKER III (SENIOR BANKER) ROLE QUALIFICATIONS: Education
High school diploma or equivalent required
Experience
Accounting or banking experience encouraged
Other Skills and Abilities
Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required.
Strong math skills; add, subtract, multiply and divide in all units of measure
Exceptional oral, written, and interpersonal communication skills with the ability to apply commonly understood knowledge to carry out instructions and instruct others, understand procedures, and write reports and correspondence
Must be able to multi-task in a busy environment
Understands computer and other equipment capabilities and limitationsExceptional organizational and time management skills
Maintain a complete understanding of regulatory and compliance policies and procedures
Must be able to work flexible hours and shifts
#J-18808-Ljbffr