Wisconsin Bank & Trust
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Associate Personal Banker
at Wisconsin Bank & Trust
Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"
Under close supervision, the Associate Personal Banker provides courteous and efficient value-added service to customers and employees in a timely and professional manner while maintaining confidentially in customer and bank information. A critical success factor for this position will be working with Personal Bankers, Senior Personal Bankers, and Banking Center Managers to reach branch effectiveness and efficiency goals through identifying customers with financial services needs that are not currently met and coordinating efforts to pair these customers with products our institution offers.
A. Transaction/Sales Responsibilities:
1. Operates a transaction window daily.
2. Provides excellent customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet individual and branch-team goals (as determined by individual bank).
3. Follows bank policies and procedures as they relate to customer transactions.
4. Maintains confidentiality in handling customer and bank information.
5. Follows security policies and procedures to prevent bank and customer losses.
6. Resolves customer complaints.
7. Maintains a conversational level of knowledge of products and services
8. Opens, closes, and allows, customer’s access to their safety deposit box following specified procedures if necessary.
9. Works collaboratively with the personal banking team to achieve customer service and sales objectives
10. Actively participates in banking center sales activities, huddles, competitions, meetings, etc
B. Operations Responsibilities:
1. Maintains an acceptable Cash Over and Short account according to the bank policy guidelines.
2. Prepares Currency Transaction Reports and Monetary Instrument logs.
3. Processes Proof Transactions using Image Vision
4. Opens and closes the banking center according to bank security policy.
5. Balances and replenishes ATMs, as needed.
6. Balances coin machines; credit card cash advance machine, etc., as needed.
7. Completes referral training, annually.
8. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
C. Performs other duties as assigned
REQUIRED SKILLS & EXPERIENCE:
1. High School Diploma/GED.
2. 1-3 years customer service & sales experience
3. Previous teller or cash handling experience preferred but not required
4. Experience working in a team environment.
5. Experience providing high quality customer service
6. Knowledge of MS Office, Windows and ten key calculator
7. Ability to count and balance cash
8. Attention to detail
9. Ability to read and interpret documents such as policy and procedure manuals
Scheduled Weekly Hours:40
Time Type:Full time
Wisconsin Bank & Trust offers you friendly, exceptional service and great banking products. As a customer, you will have the unique opportunity to develop a relationship with banking professionals who really care about you. We take pride in giving our customers the very best banking experience possible.
Our unmatched dedication to customer service is strengthened by our parent company, Heartland Financial USA, Inc. , a multi billion dollar financial services company that matches our loyalty to the principles of community banking. Our shared values coupled with Heartland's powerful services bring you the personal attention you deserve, backed by the products and services that make Great Things Happen!
Wisconsin Bank & Trust’s team of leaders is fully committed to serving our clients, employees and community.
EOE/AA Employer · M/F/Disabled/Vet
Member FDIC · Equal Housing Lender
Employment at Heartland Financial USA, Inc. is employment at will