Universal Banker
Posted: 04/23/26
The Universal Banker will recommend appropriate solutions to meet customer needs, including opening all types of accounts. This position will require you to have a thorough understanding of all products and services, expand and strengthen customer relations. The Universal Banker will perform the role of a teller or head teller for all operational functions based upon the needs of the branch . This position will also cover other branches to meet departmental needs.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
- Assists tellers in solving customer problems
- Assists tellers with balancing problems, including investigating teller differences
- Acts as an expert and trusted resource for all products and services including online & mobile banking
- Develops and deepens customer relationships by demonstrating ownership and resolving customer needs
- Identifiesand cross sells products and services based on customer needs
- Must be able to manage multiple priorities and holds self-accountable for performance
- Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
- Complete all audit logs accurately within define time frames
- Contribute to branch sales goals by identifying referral opportunities and/or opening new accounts
- Actively participate in Bank campaigns and initiatives
- Conduct consultative conversations with customers/prospects to determine needs, advise and provide solutions
KNOWLEDGE, SKILLS and ABILITIES:
- Prior teller/platform experience.
- Sound knowledge of financial services
- Excellent communication and interpersonal skills.
- Strong attention to detail and excellent organizational skills.
- Strong math and keyboarding skills.
- Ability to work with minimal or no supervision.
- Strong attention to detail and excellent organizational skills.
- Sound judgment in decision making and problem solving.
EDUCATION/EXPERIENCE REQUIREMENTS:
☒ High school diploma or equivalent work experience.
Required Years of Work Experience: 3
Preferred Education/Experiences:
Two or Four-year college degree, experience as a teller or other banking experience
Job Type: Full-time
Pay: $21.00 - $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Cash handling: 3 years (Preferred)
- Banking: 3 years (Preferred)
- Customer service: 3 years (Preferred)
Work Location: In person