1+ months

Universal Banker

Coulee Bank
St Paul, MN 55105
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This position is responsible for proactively identifying the needs of current and prospective customers in an efficient, professional and timely manner. Opens and closes accounts, advises customers of account and banking service options available to provide the highest customer service levels. May have to refer customers to other departments of Coulee Bank when necessary, in a professional and effective manner.

  • Provides customers assistance with determining the appropriate accounts and bank services to meet their needs. Explains options and alternatives available to them when opening new checking, savings, CD's and money market accounts in an accurate and timely manner utilizing the Coulee Bank systems and procedures.
  • Greets customers warmly and professionally. Assists customers with questions, problems and inquiries as it relates to Bank products and services in an accurate and timely manner via telephone, e-mail, and or in person.
  • Proactively reaches out to customers to provide assistance whether within the bank or by telephone.
  • Ascertains which person in the bank can most effectively assist the customer and makes the referral in an effective and timely manner.
  • Actively maintains a knowledge of the following bank products and services to ensure depository compliance is being maintained; the list includes but is not limited to: Retail and business checking and savings accounts, ATM and Debit Cards, On-line banking, Wire transfers, Deluxe Provent.
  • Creates and processes Certificate of Deposit and IRA account withdrawals and transfers as requested. Maintains related information on the Jack Henry system to ensure Coulee Bank is compliant with all related regulations. Generates reports as needed in an accurate and timely manner as directed.
  • Assists customers with the purchase and access to Safe Deposit boxes as needed. Maybe requested to close Safe Deposit boxes as requested by the customer. Procedures documented for this process will be followed to ensure the customer and Coulee Bank are protected.
  • Processes collection items such as bonds, foreign checks and lockbox items according to Bank policy and procedures in an accurate and timely manner.
  • Back-up to the teller line as needed, which may include, but is not limited to, processing deposits, transferring monies, cashing checks, accepting loan payments in an accurate and timely manner.
  • Follows all established security and internal control procedures to protect the assets of the Bank and its customers.
  • Represents Coulee Bank in various community activities in a professional manner.
  • Will establish and carry out notary public duties in compliance with applicable regulations.
  • Prepares a variety of reports and correspondence as needed to effectively and professionally transact business for the bank.
  • Maintain proficiency in using all applicable software to this position.
  • Participates in training programs to ensure knowledge of all pertinent procedure and regulatory requirements to perform all aspects of this position in a competent manner.
  • Act as a project contact as requested.
  • Performs other duties and responsibilities as assigned.

Posted: 2021-01-26 Expires: 2021-02-27

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Universal Banker

Coulee Bank
St Paul, MN 55105

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