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  • Universal Banker

    Posted: 09/08/2021

    TS Bank is seeking to hire a Universal Banker for our locations within Pottawattamie County, Iowa. This position is responsible for contributing to sales targets by identifying and fulfilling simple sales opportunities and promoting Bank products. This includes greeting customers, opening day-to-day accounts and working closely with team members to ensure an optimal customers experience.

    Preferred education and experience: Possess a high school diploma or GED certification required. Additional post high school education and/or training is preferred. One year of work experience in a financial institution. Cash handling experience is a plus. Possess or obtain Notary Certification within three months of appointment. Prior sales experience a plus.

    Position location: Pottawattamie County, IA


    Experience and Skills:

    • Assist with daily operating activities such as ABM servicing, and opening and closing procedures.
    • Contribute to sales goals by identifying and fulfilling simple sales opportunities to increase sales and revenue.
    • Cross-sell bank products to new and existing customers.
    • Direct sales opportunities to the appropriate sales officer.
    • Ensure all activities conducted are in compliance with governing regulations and internal policies and procedures.
    • Foster a relationship of mutual trust and confidence with clients and other team members.
    • Greet and interact with the customer when they enter the branch.
    • Meet clients day-to-day transactional needs and resolve their service and maintenance related inquires.
    • Promote bank products.
    • Open day-to-day accounts, fulfill pre-approved credit opportunities and work closely with team members to ensure the optimal experience for clients.
    • Interact with the local market to gain new clients and expand relationships with existing clients
    • Provide WoW client service through quality conversations, efficient and accurate processing of client transactions and adhering to the Branch Service Level Agreement
    • Sell, open, and maintain all personal banking products and services to new and existing clients, by highlighting features and benefits of bank products and cross sell/referrals to other TS Banking Group areas including commercial and small business lending and wealth management and trust
    • Meet or exceed all established sales goals and contribute to branch deposit growth; track and log all interactions in the bank’s CRM system; provide feedback at weekly sales huddles; completion of 2.2.2 follow-up; Personal Banking Incentive Program participation allowed after 90-day onboarding
    • Maintain a system of follow-up mail and telephone communication several times during the year with new and existing clients to generate additional business
    • Answer client questions and handle objections during the sales process; diplomatically handle dissatisfied clients by providing exceptional client service
    • Perform both account opening and transactional processes in the delivery of efficient, accurate and professional service that defines exceptional client service and reputation
    • Proficient in personal account opening, maintenance, closing including checking, savings, and safe deposit boxes. Adheres to lean account opening process
    • Check ordering; check cashing procedures; issue cashier’s checks; process wire transfers; account maintenance; transfer/sweeps; online banking and mobile banking maintenance; stop payments; process holds and ACH/debit card disputes
    • Approve overdrafts and returns (with lending authority)
    • Proficient in BSA requirements including CTR transactions, monetary instrument log, and detecting/reporting suspicious/unusual activity
    • Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients. Make appropriate referrals and possesses a thorough knowledge of TS Banking Group products and services. Gathers and organize client information based on referrals; answer questions regarding same; make follow-up calls; use CRM system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.
    • Participate in branch and bank business development activities including community events to promote the bank’s favorable image
    • Proactive aisle prospecting required for in-store bankers
    • Protect TS Banking Group financial interests and reputation by complying with internal and external policies, procedures and regulations.
    • Proficient in deposit compliance disclosures. Comply with all banking regulations, policies and procedures.
    • Ability to perform all other duties as assigned.
    • Comply with all banking and company regulations, policies, and procedures.
    • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
    • Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
    • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    • To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
    • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.


    Paid Time Off
    Health and Dental Insurance
    401K Contribution and Match
    Gym Membership Reimbursement
    Wellness Program


    EEO Employer/Vet/Disabled

    TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

    TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.

    Position Type: Full-time

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