Universal Banker

About the role

Responsible for delivering accurate and efficient branch banking services through teller transactions, account servicing, customer support, and sales activities in accordance with bank policies and procedures. This role supports branch operations, security, and compliance, performs both teller and customer service responsibilities, and serves as supervisor on duty when needed to help ensure consistent service, operational effectiveness, and client relationship growth.

Responsibilities

• Process teller transactions accurately and in accordance with established bank procedures. Perform branch balancing activities and support upkeep of assigned offsite ATM(s), as required. Assist with branch opening, closing, vault access, and alarm procedures under dual control, as assigned.
• Respond to customer inquiries in a timely, professional manner and coordinate specialized services through appropriate bank departments. Complete documentation and point-of-sale processing for new accounts, loans, deposits, and related service needs. Provide safe deposit box services and general branch support consistent with service expectations.
• Identify client needs and recommend appropriate products and services to deepen relationships and support referral goals. Solicit new business from current and prospective customers to support branch growth objectives. Maintain working knowledge of company products and services to support effective sales and service conversations.
• Serve as supervisor on duty in the absence of the Assistant Branch Manager and/or Branch Manager. Provide periodic reports, sales information, and other requested updates to supervisors and business partners. Support team and branch coverage needs, including Saturday work and assistance at other company locations, as required. If necessary, team members may be required to float to other branches to meet business needs.
• Perform all duties in accordance with company policies, procedures, and regulatory requirements. Support branch security and operational controls through consistent adherence to established practices. Fulfill role requirements related to consumer and residential lending support, including NMLS registration when applicable.

Qualifications

• High school diploma or GED required.
• Minimum of two years of experience in customer service, sales, or a related role required.