Universal Banker

About the role

As the face of BayCoast Bank, the Universal Banker delivers high-quality service and builds long-lasting customer relationships. This role combines customer service and transactional banking functions, supporting both new and existing customers with their financial needs. Working under the direction of the Branch Manager, you’ll provide personalized financial solutions, process transactions, open accounts, and identify opportunities to help customers achieve their goals.

Responsibilities

• Deliver professional, friendly, and efficient service.
• Respond to customer inquiries and resolve issues.
• Educate customers on banking products.
• Identify customer needs and recommend products.
• Generate referrals across business lines and contribute to branch goals.
• Open accounts and assist with loan applications.
• Process teller transactions and balance accurately.
• Perform account maintenance and issue debit cards.
• Participate in training and marketing initiatives.
• Support branch operations and cross-training.

Requirements

• High school diploma or equivalent.
• Minimum 4 months of customer service experience.
• Prior cash handling experience.
• Strong communication and interpersonal skills.
• Ability to obtain and maintain NMLS registration.
• Bilingual (Spanish/Portuguese) a plus but not required.
• Ability to lift up to 50 lbs.
• Flexibility to work evenings/weekends.
• Reliable transportation required.

Benefits

• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and holidays.
• Professional development opportunities.
• Educational assistance and tuition assistance.
• Defined Benefit Pension Plan.
• Employee banking perks.
• Career advancement opportunities.