Universal Banker II

Position Summary Universal Banker II will serve as the face of the Bank at our retail branches. Universal Banker II will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker II will be responsible for opening new deposit account and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool. Essential Responsibilities: Provide excellent customer service. Open and maintain deposit/IRA accounts and customer records. Process customer financial transactions. Address customer inquiries regarding all deposit products and account information. Maintain knowledge of teller/new account/branch policies and procedures. Act as the COCE Champion within branches. Assist with hands-on Universal Banker training program. Review and complete online account opening applications and necessary onboarding tasks. Process consumer lending applications. Support staff with all branch operation expectations. Verify cash shipments and accurately balance the vault. Maintain and accurately balance cash drawer. Promote and cross-sell the bank's products and services. Build and maintain a customer portfolio through the Sales Management CRM system. Achieve and maintain 80% of individual sales goal. Assist CSRs with customer interactions and make decisions, as needed Participate in community involvement. Perform additional responsibilities as assigned by supervisor. Qualifications: High school diploma or GED Proven excellence as Universal Banker I Minimum 3 years customer service experience preferred Minimum 2 years banking experience preferred Minimum 1 year New Accounts and IRA experience preferred Cash handling experience Strong interpersonal communications skills Intermediate working knowledge of Microsoft Office products Ability to proactively and professionally solicit new business Excellent organization and time management skills Ability to work a flexible schedule, including Saturdays Ability to stand for extended period and occasionally lift bags/boxes of coin weighing up to 50 lbs

Created: 2026-03-04