Personal Banker (Full-Time) - UNL
Lincoln, NE, USA
Position Summary: The Personal Bankers builds and maintains strong customer relationships. They provide exceptional service, process transactions, place customers in appropriate account, cross-sell other bank services and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales behind the teller line.
UNL Branch: Full-Time (40 Hours), Monday - Friday 8:30am - 5:00pm
Essential Functions:
- Embrace the Union Bank culture by delivering a high level of customer service and professionalism.
- Accept and accurately process all financial transactions.
- Assist customers with all account requests.
- Develop and maintain good working relationships with all areas of both UBT and UNL ensuring that we are adequately servicing all UNL clients meeting all of their personal financial needs.
- Lead by example, support and assist branch in achieving goals set by management on a consistent basis.
- Review and maintain knowledge of products, fees and policies, and stay current on offerings for product suggestions.
- Research and resolve customer questions and concerns in a timely manner.
- Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth.
- Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities.
- Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
- Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
- Regular and reliable attendance is an essential function of this position.
- Assist and participate with Marketing as well as UNL branch with innovative and creative ideas to market on the UNL campus.
- Perform other job-related duties or special projects as assigned as well as attend events that may be outside traditional banking hours, including:
- New Student Enrollment (NSE) on campus events as scheduled
- Annual events (outside bank hours):
- Big Red Welcome
- NSE
- Party at Union
- NSE Leader Dinner
- Additional events may be scheduled.
Qualifications:
- Previous banking and/or demonstrated sales experience.
- Proven abilities in cross-selling Union Bank’s products, services and referrals.
- Basic math and proficient computer skills.
- Cash handling and customer service experience preferred.
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Ability to stand and/or walk for prolonged periods of time.
Some sedentary work lifting and/carrying up to 50 lbs. occasionally.
The UNL calendar differs from a traditional bank calendar. The UNL branch is open President’s Day, Veteran’s Day and Columbus Day and closed during all UNL shut downs.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.


