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Universal Banker

Company: InBank
Location: Buena Vista
Posted on: November 19, 2022

Job Description:

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.


  • Assist clients with day to day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
  • Perform transfers, loan payments, and wire transactions.
  • Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
  • Open business accounts and support Treasury Management products and services implementation.
  • Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship.
  • Assist the teller line as a back-up teller, and accurately assist customers with processing transactions.
  • Meet/exceed sales and referral goals and meet/exceed individual and branch targets.
  • Maintain current knowledge and follow all bank financial and security regulations and procedures.
  • Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
  • Other duties as assigned.


Keywords: InBank, Aspen , Universal Banker, Other , Buena Vista, Colorado

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