Universal Banker Jobs in the United States
Availa Bank
Ankeny, IA
Process check orders; follow check cashing procedures; issue cashier’s checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to: deposits, withdrawals, advances, loan payments, and merchant transactions).
Availa Bank
Pocahontas, IA
Process check orders; follow check cashing procedures; issue cashier’s checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments, and merchant transactions).
BancFirst
Prague, OK
This role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals .
BancFirst
Oklahoma City, OK
This role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals .
BancFirst
Oklahoma City, OK
This role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals .
People First Federal Credit Union
$26.52 - $28.02
ALLENTOWN, PA
Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
UNITED VALLEY BANK
Mahnomen, MN
Be the first point of contact for customers — delivering friendly, personalized service. Promote banking products and services that benefit our customers’ financial well-being.
Park Community Credit Union
$23 - $24
Lexington, KY
To follow the credit union's Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
First Horizon Bank
Mooresville, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
Mandeville, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
Alcoa, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
Tega Cay, SC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
First Horizon Bank
Houston, TX
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
First Horizon Bank
Knoxville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
WSFS Bank
$37440 - $52800
Wilmington, DE
Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts.
WSFS Bank
$37440 - $52800
Wilmington, DE
Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts.
WSFS Bank
$37440 - $52800
Wilmington, DE
Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. $37,440 - $52,800Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
WSFS Bank
$37440 - $52800
Wilmington, DE
Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts.
WSFS Bank
$37440 - $52800
Wilmington, DE
Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. $37,440 - $52,800Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Baker Boyer Bank
$18.7 - $28
Yakima, WA
Informs and advises clients about a variety of services pertaining to their deposit accounts such as ATM, CD, IRA’S, Direct Deposit, safe deposit boxes, wire transfers, foreign currency, foreign drafts, online banking, Bill Pay including Apple and Google pay, eStatements and additional products as appropriate including lending or investments needs. To be successful as a Universal Banker II, one will exemplify being a self-starter and role model with a high degree of teamwork and interaction with fellow employees while performing a variety of duties including: speaking with clients to determine financial needs, recommending appropriate bank services, and resolving client inquiries.
Mechanics Bank
Redmond, WA
Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews.
Heritage Bank
$23.84 - $28.61
Shoreline, WA
The ShorelineBranchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Olympia Federal Savings
$20.42 - $28.11
Lacey, WA
ESSENTIAL DUTIES & RESPONSIBILITIES: Perform duties and apply full working knowledge of teller and lead teller positions, assisting those positions as needed, and answering inquiries regarding products and services. KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS: Excellent public and customer relations skills to effectively communicate with internal and external customers, determine their needs, and maintain confidence.
Civista Bank
Sandusky, OH
Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services.
Civista Bank
Sandusky, OH
Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships.
Civista Bank
Sandusky, OH
A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily.
First Citizens Bank
Tacoma, WA
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Heritage Bank
$80168.4 - $103352
Spokane, WA
5+ years recent experience in relationship building/portfolio management (i.e., commercial deposit, treasury management, senior personal banker, consumer and/or small business lender role) providing financial expertise, counsel and customized solutions to business clients, with proven experience successfully managing complex deposit relationships in a financial services industry required. Exceptional networking and relationship building skills, with demonstrated expertise and success in business development, sales processes and strategies, and ability to proactively call upon and maintain client relationships and cross-sell the Bank’s suite of services with confidence, as well as effectively cross-train these skills.
Heritage Bank
$29.61 - $35.54
Longview, WA
Level II – 2+ years recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening, documentation and compliance, relationship management and business development and sales skills, in a financial services industry required. Effective listening, verbal, written and telephone etiquette business communication skills to clearly present outstanding/follow up issues over the phone, via email, and in person in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
ANB Bank
$17.5 - $25.65
Grand Junction, CO
Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. - Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property.
Mechanics Bank
Federal Way, WA
Handle both basic and complex banking transactions, including changing account ownership, living trusts, guardianships accounts, estate assignments, and consumer and home equity loans. This position involves creating detailed profiles for each customer and maintain regular personal contact through phone calls or emails, aiming to strengthen and expand customer relationships.
Old Second National Bank
$18.1 - $22.5
Palos Heights, IL
The Universal Banker position, level I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
Old Second National Bank
$18.1 - $22.5
South Holland, IL
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
Old Second National Bank
$17.5 - $22.5
Wheaton, IL
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
Old Second National Bank
$18.1 - $22.5
Hinsdale, IL
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
Old Second National Bank
$18.1 - $22.5
Carol Stream, IL
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
Old Second National Bank
$18.1 - $22.5
Batavia, IL
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
Old Second National Bank
$18.1 - $22.5
Downers Grove, IL
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
ANB Bank
$17.5 - $22.65
Fort Collins, CO
Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. - Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property.
City National Bank of Florida
Miami, Florida
Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs. Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction.
ANB Bank
$17.5 - $20.5
Colorado Springs, CO
Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. - Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow up actions as outlined in the ANB C.A.R.E.S Client Onboarding procedure.
First Reliance Bank
West Columbia, SC
Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships. Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
First Reliance Bank
Mt Pleasant, SC
Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships. Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
FIRST PEOPLES BANK
Hamilton, GA
This position combines elements of both teller and personal banker roles that involves handling account services, processing transactions, and promoting bank products and services to meet customer needs and contribute to branch success. Summary: The Universal Banker is a dynamic and customer-focused role, responsible for delivering personalized banking solutions and fostering lasting customer relationships.
FIRST PEOPLES BANK
Pine Mountain, GA
This position combines elements of both teller and personal banker roles that involves handling account services, processing transactions, and promoting bank products and services to meet customer needs and contribute to branch success. Summary: The Universal Banker is a dynamic and customer-focused role, responsible for delivering personalized banking solutions and fostering lasting customer relationships.
QNB Bank
Quakertown, PA
Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.
QNB Bank
Quakertown, PA
Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.
BritePros Medical Staffing
$55000
Elk Grove Village, Illinois
Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
Citigroup
$56500 - $73700
Staten Island, NY
Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). + Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Citigroup
$56500 - $73700
San Francisco, CA
Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). + Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.