Universal Banker II- Evanston

About the role

Evanston Branch | In Person Full-Time | Monday–Friday | No Weekends or Evenings Tanager Bank is seeking a client-focused and motivated Universal Banker II to join our growing team. This position plays an essential role in delivering exceptional customer service. The Universal Banker II is an experienced relationship banker who opens and services consumer and business deposit accounts, handles complex transactions and service requests, and contributes directly to branch deposit growth and client retention. This position is a working resource to Universal Banker I colleagues and demonstrates advanced knowledge of Bank products and services.

Responsibilities

• Open and service consumer and business deposit accounts, including entity accounts and trusts.
• Process complex transactions and requests, including wires, stop payments, and disputes.
• Support clients with digital banking, debit card, and account maintenance escalations.
• Serve as an escalation point for client service matters within established authority.
• Identify and refer opportunities for lending, mortgage, and treasury management.
• Contribute to branch deposit growth, client retention, and household expansion goals.
• Complete business account onboarding, including entity and beneficial ownership documentation.
• Maintain current working knowledge of the Bank’s full product and service set.
• Support branch balancing, settlement, and daily operational routines.
• Apply BSA, AML, OFAC, and CIP requirements at account opening and in ongoing monitoring.
• Assist with branch audits, operational reviews, and examination requests.
• Train and mentor Universal Banker I employees on products, systems, and procedures.
• Participate in community outreach and branch business development activities.
• Complete assigned regulatory, compliance, and product training.
• Support branch coverage across markets as needed.
• Perform other duties as assigned.

Qualifications

High school diploma or equivalent required. Associate or bachelor’s degree, or banking coursework, preferred. Two or more years of banking or financial services experience. Demonstrated proficiency in consumer and business deposit account opening.

Skills

• Advanced client service and relationship management.
• Sound judgment applying Bank policy to non-routine