Universal Banker

Job Description

Description:

Position Summary:

The Universal Banker serves as a key member of the branch team, responsible for delivering exceptional customer service while performing a wide range of banking transactions and services. This role combines the responsibilities of a teller and personal banker, including processing transactions, opening and servicing accounts, and providing product recommendations to help customers meet their financial goals.

Key Responsibilities:

Great customers and provide prompt, courteous, and professional service

Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers

Open, maintain, and close checking, savings, CD, and other deposit accounts

Assist customers with digital banking tools (online banking, mobile app, ATM usage)

Educate and advise customers on bank products and services that best meet their needs

Identify opportunities to cross-sell and refer customers to appropriate internal partners

Maintain compliance with all banking regulations, policies, and procedures

Balance cash drawer and perform end-of-day balancing procedures

Assist with vault operations and cash ordering as needed

Support branch operations and contribute to individual and team goals

Performs other related duties as assigned. Requirements:

Qualifications:

High school diploma or equivalent; college coursework or degree in business or finance preferred

1+ years of experience in banking, retail, or customer service preferred

Strong interpersonal and communication skills

Ability to work effectively in a team-oriented environment

Basic knowledge of banking products and financial services

Proficiency with computers and standard office software

Accuracy, attention to detail, and strong organizational skills

Ability to adapt to changing priorities and technology

Working Conditions:

Full-time position, Monday–Thursday, 8:30a.m. – 4:30p.m., Friday, 8:30a.m. – 5:00p.m.

Requires standing for extended periods and handling cash transactions

Professional attire required

Please Note: This position is anticipated to open in November 2025. We are accepting early applications now, and highly encourage interested candidates to apply in advance. Applications will be reviewed on a rolling basis, and qualified candidates will be contacted closer to the official start date.

Full-time