Universal Banker I (Teller)
On-site · Neenah, Wisconsin, United States
Job Summary
The Universal Banker I role focuses on driving new customer acquisition and expanding existing relationships while delivering exceptional customer experiences across in-person, phone, and digital channels. Responsibilities include providing efficient teller services (deposits, withdrawals, transfers, cashier’s checks), handling cash with accuracy, educating customers on digital tools, identifying financial needs, and referring opportunities to Personal Bankers or lending specialists. The position emphasizes relationship-building, compliance with regulatory requirements (BSA/AML, KYC, OFAC, Reg CC, Reg E), and supporting branch goals through sales referrals, problem resolution, and community engagement. Location is Neenah, WI, with in-person responsibilities at the branch. Equal opportunity employer.
Required Qualifications
- High school diploma or equivalent required
- 1+ years of cash-handling and customer-service experience required
- Prior banking or retail financial-services experience preferred
- 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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