Universal Banker Job at Merchants Bank, Eau Claire, WI

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  • Merchants Bank
  • Eau Claire, WI

Job Description

Job Description

Merchants Bank, Eau Claire , is seeking a Universal Banker. 

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As a Universal Banker, you will be responsible for providing exceptional customer service and proactively offering a range of banking products and services to meet the financial needs of our customers. You will serve them with various banking and financial transactions, account inquiries, opening new deposit account relationships, consumer lending, and making product recommendations in an efficient and friendly manner.

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Must have strong communication skills, comfortable with extensive customer contact, have sales experience, and a strong ability to multi-task and prioritize. Banking experience is a plus.

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Please  Apply online at or in person at Merchants Bank, Eau Claire (2728 Mall Drive). Questions can be emailed to hr@merchantsbank.com.   Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

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Responsibilities and Skill requirements for each Universal Banker level:

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Level I:

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  • Open & maintenance basic checking and savings deposit accounts
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  • Process banking transactions in the Teller area
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  • Open, close and maintain safe deposit boxes
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  • Serve as a Vault Attendant if needed in the Branch
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  • If person is doing more than 50% Teller work, they may report to the Lead Teller and be considered in the Teller Department
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  • Experience required: Relevant customer service experience; banking experience a plus
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  • Education required: High school diploma or equivalent
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Level II :

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  • Be proficient in and conduct all Level I duties
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  • Open & maintenance business accounts, IRAs, HSAs, CDs
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  • Process banking transactions in the Teller area as needed
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  • Community Engagement and External Sales Activity as directed.
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  • Be proficient in Consumer Credit Card and ODP lending.
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  • May conduct administrative duties at the branch level
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  • May include Lead Teller duties
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  • Experience required: A minimum of 6 months of front-line banking experience
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  • Education required: High school diploma or equivalent
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Level III :

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  • Be proficient in and conducts all Level I & II duties
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  • Community Engagement and External Sales Activity as directed.
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  • May have limited supervisory duties.
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  • Be proficient in consumer lending (including HELOC), auto loans and personal lines of credit
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  • Experience required: A minimum of two years of front-line banking experience required.
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  • Education required: High school diploma or equivalent
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