Lead Universal Banker
Minnesota Bankers Association, Mankato, MN, United States
Lead Universal Banker
First National Bank MN
500 Long St, Mankato, MN 56001
This position will offer outstanding customer support by understanding the customers’ financial needs, recommending the right products and services. In addition, the Universal Banker is responsible for completing a variety of teller and retail banking transactions. Responsible for an efficient and effective operation of the Retail Banking Department.
Primary Duties and Responsibilities
Supervise all areas of the Retail Banking Department and provide Leadership and guidance for staff
Works closely with staff to ensure that the level of quality customer service consistently exceeds the customer’s expectations. Ensures that the staff professionally, knowledgably, courte accurately handles customers transaction and inquiries whether in person, by phone or email.
Ensures staff has appropriate training and other resources to perform their jobs and are adequately trained and knowledgeable of bank products, services, procedures and bank regulations. Assist staff in handling complex transactions and resolving problems.
Works closely with staff to ensure that opportunities for cross-selling products, initiating customer calls, marketing of bank products, and referrals to other departments are made
Develop and maintain courteous and professional relationships with customers while opening new accounts, explaining options and actively cross-selling bank services
Maintain up to date knowledge of product and services and actively promote
Answer questions and solve customer problems regarding but not limited to account information, debit/ATM cards, online and mobile banking, safe deposit box, stop payments, and wire transfers
Perform department and customer maintenance
Efficiently and accurately process customer transactions including but not limited to new and maturing CD’s, deposits, withdrawals, transfers, payments, cashier’s checks and bond redemptions while maintaining customer confidentiality
Greet and direct customers in a timely and professional manner
Balance cash drawer within established limits and follow security methods for handling cash and negotiable items
Operate teller department equipment competently: coin counter, coin roller, currency counter, encoders, teller/branch capture, and computer systems
Knowledgeable of the Bank Secrecy Act and comply with all Federal regulations.
Provide account information to customers via phone, mail or in person
Provide timely feedback to the bank regarding service failures or customer concerns
Assists in controlling the entry and exit of customers in the safe deposit area
Follow bank policies and procedures within the Retail Department including the UB/Teller Policy to ensure compliance with all laws and regulations and rules
Assist with updating departmental procedures
Maintain records and reports per the retention schedule
Retail-Backup to Deposit Operations Specialist to assist with proficiently handling incoming calls and/or ensure calls are directed to the appropriate associate
Other tasks as required or assigned
Education & Experience
High School diploma or equivalent
1 year Retail Banking with account opening and/or Bank Operations experience required
Supervisor or Leadership experience preferred
Knowledge, Skills, and Abilities
Excellent customer service and interpersonal skills required
Strong computer skills and proficiency with Microsoft Word, Excel, Outlook, Windows and internet
Experience working in a team environment and developing relationships
Strong organizational skills with attention to detail and ability to multi-task and prioritize tasks and projects to meet deadlines
Problem solving and analytical skills to resolve issues in the department or for customers.
Ability to communicate (orally and in writing)
Ability to maintain discretion and confidentiality
High level of accuracy and timeliness
Ability to make good decisions under stress in a fast-paced environment
How to Apply
To apply please visit: https://fnbmn.bank/Careers
MBA Job number/Date Added
H-8092: 1/14/26
#J-18808-Ljbffr
First National Bank MN
500 Long St, Mankato, MN 56001
This position will offer outstanding customer support by understanding the customers’ financial needs, recommending the right products and services. In addition, the Universal Banker is responsible for completing a variety of teller and retail banking transactions. Responsible for an efficient and effective operation of the Retail Banking Department.
Primary Duties and Responsibilities
Supervise all areas of the Retail Banking Department and provide Leadership and guidance for staff
Works closely with staff to ensure that the level of quality customer service consistently exceeds the customer’s expectations. Ensures that the staff professionally, knowledgably, courte accurately handles customers transaction and inquiries whether in person, by phone or email.
Ensures staff has appropriate training and other resources to perform their jobs and are adequately trained and knowledgeable of bank products, services, procedures and bank regulations. Assist staff in handling complex transactions and resolving problems.
Works closely with staff to ensure that opportunities for cross-selling products, initiating customer calls, marketing of bank products, and referrals to other departments are made
Develop and maintain courteous and professional relationships with customers while opening new accounts, explaining options and actively cross-selling bank services
Maintain up to date knowledge of product and services and actively promote
Answer questions and solve customer problems regarding but not limited to account information, debit/ATM cards, online and mobile banking, safe deposit box, stop payments, and wire transfers
Perform department and customer maintenance
Efficiently and accurately process customer transactions including but not limited to new and maturing CD’s, deposits, withdrawals, transfers, payments, cashier’s checks and bond redemptions while maintaining customer confidentiality
Greet and direct customers in a timely and professional manner
Balance cash drawer within established limits and follow security methods for handling cash and negotiable items
Operate teller department equipment competently: coin counter, coin roller, currency counter, encoders, teller/branch capture, and computer systems
Knowledgeable of the Bank Secrecy Act and comply with all Federal regulations.
Provide account information to customers via phone, mail or in person
Provide timely feedback to the bank regarding service failures or customer concerns
Assists in controlling the entry and exit of customers in the safe deposit area
Follow bank policies and procedures within the Retail Department including the UB/Teller Policy to ensure compliance with all laws and regulations and rules
Assist with updating departmental procedures
Maintain records and reports per the retention schedule
Retail-Backup to Deposit Operations Specialist to assist with proficiently handling incoming calls and/or ensure calls are directed to the appropriate associate
Other tasks as required or assigned
Education & Experience
High School diploma or equivalent
1 year Retail Banking with account opening and/or Bank Operations experience required
Supervisor or Leadership experience preferred
Knowledge, Skills, and Abilities
Excellent customer service and interpersonal skills required
Strong computer skills and proficiency with Microsoft Word, Excel, Outlook, Windows and internet
Experience working in a team environment and developing relationships
Strong organizational skills with attention to detail and ability to multi-task and prioritize tasks and projects to meet deadlines
Problem solving and analytical skills to resolve issues in the department or for customers.
Ability to communicate (orally and in writing)
Ability to maintain discretion and confidentiality
High level of accuracy and timeliness
Ability to make good decisions under stress in a fast-paced environment
How to Apply
To apply please visit: https://fnbmn.bank/Careers
MBA Job number/Date Added
H-8092: 1/14/26
#J-18808-Ljbffr