Universal Banker I (Teller)
On-siteEgg Harbor, Wisconsin, United States
Job Summary
Conduct efficient teller services across in-person, phone, and digital channels while accurately processing deposits, withdrawals, transfers, and cashier's checks. Engage customers in needs-based conversations to identify financial goals, educate them on digital tools, and refer opportunities for loans and credit cards to specialists. Maintain cash handling discipline, follow fraud-prevention steps, and resolve routine transaction issues within authority. Adhere to strict regulatory compliance standards including BSA/AML and KYC while collaborating with the team to meet branch sales objectives. Support community outreach efforts and assist with daily branch operations as needed.
Required Qualifications
- High school diploma or equivalent
- 1+ years of cash‐handling and customer‐service experience
Desired Qualifications
- Prior banking or retail financial‐services experience
- Strong customer‐service, communication, and interpersonal skills
- Accuracy, attention to detail, and strong cash‐handling discipline
- Ability to identify customer needs and confidently make referrals
- Working knowledge of deposit products, digital tools, and basic banking services
- Ability to manage multiple tasks in a fast‐paced environment
- Proficiency with banking systems, digital platforms, and Microsoft Office
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