Universal Banker
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Job Location:
Marshalltown, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration innovation adaptability and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Universal Banker is a versatile role that combines exceptional customer service sales and operational responsibilities. This position serves as a trusted advisor to clients providing tailored financial solutions while ensuring accurate transaction processing and compliance with regulatory standards. Universal Bankers are cross-trained to support both teller and platform functions delivering a seamless banking experience.
WHAT YOULL BE DOING:
- Build strong customer relationships through professionalism empathy and active listening.
- Assist clients with opening new consumer and small business accounts ensuring accuracy compliance and a smooth onboarding experience.
- Balance cash drawers daily and detect counterfeit currency or fraudulent activity.
- Utilize teller and CRM systems effectively; assist clients with digital banking tools.
- Support both teller line and platform functions as needed; collaborate with branch staff to achieve goals.
- Provide personalized solutions to meet client needs and resolve inquiries or complaints with patience.
- Demonstrate knowledge in deposit accounts loans credit cards and digital banking services.
- Refer clients to appropriate products services or specialists to meet financial goals; stay informed on new offerings and promotions.
- Adhere to all policies related to KYC AML and privacy standards.
- Protect client information and maintain compliance with banking laws and audit requirements.
WHAT YOU SHOULD HAVE:
- 1-2 years of previous banking experience including teller transactions and customer service.
- Understanding of bank operations bank products sales and new business development.
- Ability to analyze client credit data and other related financial information.
- Basic math proficiency and aptitude.
- Dedicated and satisfactory attendance/punctuality.
WHAT WE BRING TO THE TABLE:
- Competitive compensation including base salary bonus and/or incentive opportunities.
- Comprehensive benefits package providing a wide range of health and well-being benefits including medical dental vision life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
- Generous paid time off programs such as flexible time off company-paid holidays parental and bereavement leave.
- Learning and development resources for personal and professional career development and advancement opportunities.
- Access to financial experts for guidance financial wellness tools and discounts on Alerus products and services.
- Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally the employee must occasionally lift or move supplies and materials up to 20 pounds.
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities duties and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status.
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
Achieve financial confidence with Alerus Financial's expert guidance and innovative solutions, offering Comprehensive Financial Services for Business and Personal Success.
