Universal Banker I


Involved in daily operations of the branch. Responsible for following all bankline and banker procedures when working with a cash drawer and as a retail banker. Complete compliance modules as assigned. Must be able to actively and carefully listen to clients needs and then be able to address their concerns by responding to them with accurate solutions and best options. Active participation in sales and achievement of financial and branch goals as set by management. Maintain a positive can-do attitude with flexiblity to adjust to the demands of the day to day business needs.

  • Maintain overall knowledge of branch operations to ensure adherence to all policies and procedures.
  • Identify opportunities to generate referrals to other lines of business.
  • Cross sell deposits, loans and services.
  • Ensure prompt, accurate, positive and professional client experience.
  • Maintain open lines of communication with coworkers and management.
  • Possess skills necessary to establish all types of account relationships within the branch.
  • Expected to develop and establish new customer relationships while deepening existing ones. Attention to detail and accuracy, a must.
  • Prior banking experience as a New Account Representative helpful.
  • The ideal candidate will be positive, dependable, energetic, enthusiastic and committed to performance excellence.


Microsoft Office

FIS/IBS Platforms preferred

Cash handling experience

Client Relationships

Prior New Account Experience required

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