A reputable bank in Council Bluffs and Treynor with branches in surrounding communities is seeking an energetic individual with strong client service experience to join their team as a Universal Banker. This position is responsible for providing exceptional client experience to ensure the clients’ needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services. The Universal Banker will generate leads, build new relationships, and maintain existing client relationships within their client experience expectations. The individual in this position is accountable for delivering to clients efficient and accurate processing of transactions and account opening procedures as well as a thorough needs based assessment and sales.
Must possess a high school diploma or GED certification. Additional post high school education and/or training is preferred. One to two years of work experience in a financial institution and knowledge of account opening is preferred. Cash handling and prior sales experience a plus. Possess or obtain Notary Certification within three months of appointment.