Bi-Lingual Universal Banker II at Green Belt Bank & Trust – Iowa Falls, Iowa

Scope:

The Bi-Lingual Universal Banker II will effectively assist bank customers with all bank products and services with an emphasis on the Hispanic community.

Accountabilities:

The Bi-Lingual Universal Banker II will:

· Be knowledgeable on, promote and advise on the bank’s products and services

· Communicate tactfully and cordially to encourage satisfaction with our service.

· Assist customers to resolve any question or concern with deposit products and their accounts.

· Be knowledgeable on CIP procedures and regulations.

· Attract and build customer relationships.

· Complete all follow-up work including check ordering, debit card ordering and activation and E-product servicing.

· Work with credit card customers in all aspects from application to troubleshooting.

· Maintain customer confidence and protect bank operations by keeping information confidential.

· Complete all customer activity tracking spreadsheets and other forms as requested by management.

· Answer inquiries regarding checking and savings accounts and other bank products.

· Ensure compliance with all internal controls with established policies and procedures.

· Resolve issues and problems with customer’s accounts.

· Provide full service on customer and business accounts including account opening, CD’s, IRA’s, HSA’s, etc.

· In some instances, act as a teller with accountabilities listed below:

· Receive and count working cash, identify customers, validate and cash checks, accept cash and checks for deposit and check all documents for accuracy.

· Comply with bank operations and security procedures by participating in all dual-control functions.

· Receive and verify all forms of payment and record all transactions accurately.

· Balance the vault, ATM and cash drawers.

· Sell and buy money from the Federal Reserve. (Branch)

· Order supplies.

· Possess the ability to life up to 50 lbs.

· Participate in community activities as needed and any other activities that may arise.

· Perform other duties as requested or assigned.

Qualifications:

Education:

· 2-year Associates degree in business related field or commensurate experience in banking

· Specific banking industry education a plus

Experience:

· 1-2 years customer service experience preferred

Special Requirements:

· Bi-Lingual

Competencies Critical to Effective Performance are:

1. Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships

2. Initiative-takes action without being prompted

3. Integrity-thinks and acts ethically and honestly

4. Team Player-shares resources, responds to other departments, supports the larger organizational agenda

5. Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions

6. Active Listening-offers full attention when others speak

7. Change Agility-adapts to change and modifies his/her behavior when appropriate to achieve organizational results

8. Results Orientation-maintains appropriate focus on outcomes and accomplishments

9. Composure-maintains emotional control, even under ambiguous or stressful circumstances

10. Conflict Management-recognizes that conflict can be a valuable part of the decision-making process

11. Learning Agility-seeks new knowledge and personal growth continuously