Universal Banker Float - Tama/Grinnell, IA
Lincoln Savings Bank
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- Location
- Tama, IA
- Job type
- Full time
- Posted
- Oct 14
- 7 days ago
Career path
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About the company
Lincoln Savings Bank
Financial services · 201 to 500 employees
What you'll do
- Greet customers and provide a welcoming customer service experience
- Operate and balance a teller drawer, vault, coin machine, and ATM
- Open consumer and commercial deposit accounts
- Identify referral opportunities and complete client follow-ups
- Travel between branches to assist as needed
What you need
- High school diploma or equivalent
- Experience in Customer Service
- Prior cash handling experience
- Ability to obtain Nationwide Multistate Licensing System (NMLS)
- Valid driver’s license; travel is expected
- Occasionally lift and/or move items over 10 pounds without reasonable accommodation
- Proven track record of referring clients while meeting or exceeding sales goals
Key skills
Customer serviceCash handlingOrganizational skillsDetail orientedHigh degree of accuracyWritten and verbal communicationNMLSSound judgementProblem-solving
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Job Duties and Responsibilities:
The Universal Banker serves as a trusted relationship partner, building strong connections with customers while supporting the financial well‑being of individuals, families, farms, and small businesses. Through active listening and meaningful conversations, the Universal Banker understands each customer’s needs and recommends practical, goal‑based banking solutions.
This role combines personalized service with broad banking knowledge, enabling support for everyday transactions, account management, and digital banking education within a welcoming, relationship‑focused branch environment.
Works collaboratively with branch teammates and bank specialists, the Universal Banker ensures well‑rounded customer support while maintaining high standards of accuracy, operational integrity, and compliance.
Consistently delivers thoughtful follow‑up and high‑quality service, the Universal Banker strengthens customer loyalty, supports local economic growth, and reinforces the bank’s reputation as a trusted community partner.
The Universal Banker will travel between branches to assist as needed.
Greets customers and provides a welcoming top-notch customer service experience.
Accurately operates and balances a teller drawer daily, balances the vault, coin machine, and ATM.
Responsible for the completion and accuracy of batching and scanning of teller work through the Branch Capture System.
Process customer transactions with accuracy and professionalism while maintaining a high level of customer service.
Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
Accurately opens all consumer and commercial deposit accounts.
Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Identifies referral opportunities, refers clients and completes client follow up for additional retail and bank services.
Embraces and promotes the use of Salesforce and LSB360. Embraces and promotes the use of Salesforce and LSB360.
Cross sell to referral partners when appropriate; completes client follow ups as needed.
Answers and provides consultative call experience by asking clarifying questions, identifying caller needs and facilitating accurate and efficient call routing when necessary.
Serves as a resource for training.
Complies with internal controls, operational procedures and risk management policies.
Travel is expected; a valid driver’s license is required.
Necessary Skills and Attributes:
High school diploma or equivalent required
Experience in Customer Service
Prior cash handling experience
Ability to obtain Nationwide Multistate Licensing System (NMLS)
Excellent customer service skills
Strong organizational skills
Detail oriented
High degree of accuracy
Occasionally lift and/or move items over 10 pounds without reasonable accommodation
Proven track record of referring clients to all business lines while meeting or exceeding sales goals
Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving
Highly effective and professional written and verbal communication skills
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.