Universal Banker
Company: Inbank
Location: Colorado Springs
Posted on: October 12, 2024
Job Description:
Description:SUMMARY OF JOB:Accurately complete financial
transactions for customers, which includes opening accounts,
handling teller transactions, informing customers of other products
and services, and solving customer questions and concerns. Build
relationships with customers based on trust and recommend financial
solutions based on their needs. Ensure excellent customer
experience through onboarding, ongoing service, referrals.
Responsible for business development and existing client growth
goals. ** This position is 100% in office in Colorado Springs.
ESSENTIAL JOB RESPONSIBILITIES:
- Assist clients with day to day customer service requests
including more complex issues and interactions regarding customer
inquiries, new accounts, and ongoing relationship needs for both
depository and lending clients.
- Perform transfers, loan payments, and wire transactions.
- Open consumer new accounts with supporting products and
services including online banking, mobile banking, and debit
cards.
- Open business accounts and support Treasury Management products
and services implementation.
- Inform customers about all banking products and services;
identify and cross-sell referral opportunities to broaden the
customer's banking relationship.
- Assist the teller line as a back-up teller, and accurately
assist customers with processing transactions.
- Meet/exceed sales and referral goals and meet/exceed individual
and branch targets.
- Maintain current knowledge and follow all bank financial and
security regulations and procedures.
- Other duties as assigned.Requirements:JOB
REQUIREMENTS:Education: High School Diploma or EquivalentWork
Experience: 1+ years experience in sales, teller, new accounts, or
loan processingSupervisory Experience: N/ALicenses/Accreditations:
None requiredComputer Skills: Proficient with Microsoft Office
Suite; 10-Key by touch is preferableOther Requirements:
Detail-oriented; decision-making capabilities. Must be able to use
fingers, hands, and wrists for repetitive tasks such as typing,
using a mouse, handling paper, currency or coin, and operating a
telephone. Must be able to open vault doors or lift/transfer items
typical in an office environment. Working knowledge of standard
banking products, services, and transactions, including deposit
products and credit/debit cards.Preferred Skills/Experience: Prior
teller/sales experience. Strong attention to detail and accuracy;
professional and courteous communication skills. Ability to
cross-sell and/or refer bank products based on customers' needs.
Strong oral, written customer service skills.SPECIFIC DUTIES AND
RESPONSIBILITIES:Customer Service: Strong emphasis on excellent
customer service skills; ability to work effectively with both
internal and external contacts.Financial: Familiarity with
financial terms and practices; mathematical
calculationsAdministrative Duties: N/AAutonomy: Discretion for
recognizing and minimizing risk to the bank.Employees Supervised:
N/ABudget Responsibility: N/AThe applicant who is selected for this
position will be eligible for the following compensation and
benefits:
- Targeted hiring range based on experience: $18-20 hourly. This
range is an estimate based on potential employee qualifications and
other considerations permitted by law under the Colorado Equal Pay
for Equal Work Act and Equal Pay Transparency Rules.
- Bonus Eligibility: Annual bonus based on Company Bonus
Plan/Individual Performance and is at the Company Discretion.
- Benefits: Medical, Dental, Vision insurance. Disability
insurance. Employee assistance program. Flexible spending account.
Health savings account. Life insurance.
- Paid Time Off: Vacation and sick leave, as well as paid Bank
Holidays.
- 401(k): Company match begins with the first contribution and
follows the company vesting schedule.
- Other: access to career training and development opportunities,
employee discounts.
- For more about InBank and our culture, visit us here: InBank is
an Equal Opportunity Employer committed to creating a diverse
workforce. We support a work environment where colleagues are
respected and given the opportunity to perform to their fullest
potential. We consider all qualified applicants without regard to
race, religion, color, sex, national origin, age, sexual
orientation, gender identity, disability or veteran status, or any
other characteristic protected by applicable federal, state, or
local laws.PI8bfb5346c349-31181-35474079
Keywords: Inbank, Lakewood , Universal Banker, Accounting, Auditing , Colorado Springs, Colorado
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