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Universal Banker

Company: Heritage Bank N.A.
Location: Sioux Falls
Posted on: June 12, 2021

Job Description:

Job Description

Location: Sioux Falls, SD
Department: General Banking
Position Summary:

The primary responsibility of the Universal Banker is to work with the Relationship Managers and walk in customers to complete the sales process of all personal and business deposit products and services. This position requires a full understanding of the entire suite of personal and business products offered by Heritage Bank in order to offer solutions to clients and potential clients across the entire Heritage Bank footprint. Occasional travel is required in this position primarily upfront during the training and onboarding timeframe.

Primary Duties & Responsibilities:

1. Accurately prepare and execute account documentation, customer set-up and ongoing service for all personal & business banking products and services
2. Perform Receptionist and Office Manager responsibilities for the office
3. Work with Relationship Managers to identify additional opportunities for business development
4. Perform ongoing follow-up with business customers to assure compliance with governing rules
5. Assist all customers and employees who present themselves to Heritage Bank, whether in the lobby, on the phone, or via fax or email, to ensure they get accurate assistance and great customer service


  • High School Diploma or Equivalent


  • Previous experience in banking for retail and/or business customers is highly desired

Company Description

At Heritage Bank, we're not all "About Us." We are about you... our customers, our communities and our employees.

Heritage Bank's mission is to help people succeed financially. Specifically, that means:

Helping our customers meet their goals and achieve their dreams
Supporting our communities and helping them thrive
Providing a gainful and enjoyable workplace for our employees
Providing a sound and profitable return for our investors

Our products have evolved along with the communities we serve. With $400 million in assets and 7 offices in throughout Minnesota, Iowa and South Dakota, we have grown steadily over the generations. Yet, our mission as a traditional, community-focused bank remains the same... it's our heritage.

Heritage Bank is an Employee Owned Bank

Equal Opportunity Employer

Keywords: Heritage Bank N.A., Sioux Falls , Universal Banker, Other , Sioux Falls, South Dakota

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