Universal Banker III (North Oak)

Universal Banker III (North Oak)

We are currently seeking a Universal Banker III to join our North Oak Savings team.

Job Summary

The Universal Banker III (UB III) position plays a key role in providing retail banking services and products to customers. This role serves as the single point of contact for customers, serving them through their banking needs from start to finish. This position is the principal driver of cultivating new customer relationships, deepening existing relationships, and identifying opportunities to expand a customer's overall banking relationship through meaningful financial conversations and proactive outreach.

The UB III serves as the branch's primary relationship growth banker responsible for expanding customer relationships, generating referrals, supporting business development efforts, and contributing to branch growth objectives. The UB III serves as the branch's primary growth-focused individual contributor and is expected to lead by example in relationship development, referral generation, and customer acquisition activities.

What you can expect to work on

Customer Experience & Support

• Assist customers with everyday banking needs including deposits, withdrawals, payments, and account questions
• Handle transactions accurately and efficiently while ensuring a seamless and positive experience
• Resolve issues, answer questions, and provide clear, practical solutions

Relationship Building

• Get to know customers and understand what matters to them
• Recognize opportunities to simplify or improve their banking experience
• Understand customer needs and provide solutions that strengthen the overall relationship and support long-term customer value
• Look for opportunities to deepen customer relationships by providing additional services that align with their needs

Account & Service Support

• Open and service deposit accounts

• Assist with basic IRA and loan payment transactions

• Help maintain accurate and up-to-date customer information

• Branch Ownership

• Take accountability for your work and conduct all work in accordance with bank policies and procedures and regulatory standards to ensure safety and soundness.

• Balance cash, process transactions, and complete operational tasks accurately

• Support team members and step in wherever needed

Business Development & Relationship Growth

• Conduct proactive outreach to existing and prospective customers.
• Conduct customer relationship reviews to identify opportunities for additional solutions.
• Proactively identify opportunities to increase customer engagement, product utilization, and relationship depth through ongoing customer interactions and outreach.
• Support branch deposit growth, customer acquisition, and product expansion objectives.
• Generate referrals for mortgage, consumer lending, and other bank products and services.
• Participate in branch business development and community engagement activities.
• Serve as a resource for teammates regarding products, services, and relationship-building practices.

Team Support

• Assist in the onboarding, development, and informal mentoring of newer Universal Bankers.
• Share best practices related to customer conversations and relationship growth.
• Support branch leadership in achieving branch goals and sales initiatives.

What you offer us

• High school diploma or equivalent is required; 2+ years of college preferred.
• Minimum 3-5 years of retail banking, sales, or financial services experience.
• Demonstrated success developing customer relationships, identifying customer needs, generating referrals, and achieving sales, growth, or customer acquisition objectives.
• Advanced knowledge of retail banking products and services.
• Proven ability to identify customer needs and provide consultative recommendations.
• Attention to detail and accuracy in transaction processing and documentation.
• Strong listening, communication, and problem-solving skills
• Ability to apply sound judgment within policies, procedures, and regulatory requirements
• Strong cash-handling skills with the ability to accurately identify currency denominations
• Computer proficiency, including Microsoft Office and core banking systems

Working Conditions

This position will be based out of our North Oak branch, Monday - Friday hours with alternate Saturday mornings. Occasional travel between branch locations may be required.

What we offer you

NASB offers competitive compensation and excellent benefits packages, including:

• Comprehensive health insurance (medical, dental, and vision coverage)
• 401(k) retirement plan with a 50% employer match on the first 6% of your contribution
• Generous paid time off (PTO) including 11 holidays, your birthday, and volunteer time
• Exclusive mortgage and banking benefits.
• Employee referral bonuses
• Internal training and development programs to help reach your career goals.

Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With 100 years of success and continued growth, NASB is seeking new team members eager to grow with us!

If you have any questions, please contact jobs@nasb.com.

Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.