Senior Experience Expert

CORE BANK•Omaha, IL
•Onsite

About The Position

Core Bank is a community bank built on relationships, not transactions — and we are looking for a Senior Universal Banker to be a driving force behind the experience our Omaha customers count on. This is a role for someone who has moved past the basics: you work independently, you hear what a customer needs before they finish the sentence, and you know when to solve it yourself and when to bring in an expert. If you live for the moment a customer walks away thinking “that was easy,” this is your seat.

Requirements

  • Two or more years of retail banking experience with exposure to complex client relationships and real operational responsibility.
  • A track record of building trust and growing relationships through consultative, needs-based conversations.
  • Comfortable across core banking systems, teller platforms, digital service tools, and Microsoft Office, and quick to adopt what comes next.
  • Strong judgment to know when to close an opportunity yourself and when to bring in a subject-matter expert or business-line partner.
  • Self-motivated with accountability, follow-through, and the discretion to protect confidential information.
  • High school diploma or equivalent required

Nice To Haves

  • Associate’s or Bachelor’s degree preferred

Responsibilities

  • Build and deepen client relationships
  • Deliver a consistent, high-touch experience across all transaction types — from routine servicing to relationship-deepening conversations.
  • Open, close, and maintain personal and business accounts and products accurately and efficiently.
  • Be a reliable point of contact for timely follow-up, issue resolution, and continuity of service, advancing next steps and confirming outcomes on your own.
  • Grow relationships through needs-based selling
  • Use structured discovery to uncover stated and unstated needs, then align the right deposit, lending, digital, and service solutions.
  • Present options tied to what matters to the customer, explain the pros and considerations, and close straightforward opportunities.
  • Recognize referral opportunities and coordinate warm handoffs to our mortgage, treasury, commercial banking, and wealth partners when a need exceeds retail scope.
  • Support deposit and loan growth through proactive outreach, relationship expansion, and consistent follow-up that leads to repeat visits and referrals.
  • Own service recovery and problem resolution
  • Independently resolve most service failures end to end.
  • Find the root cause and offer solutions based on the customer’s needs.
  • Follow up to confirm resolution and restore trust; escalate high-risk or high-value concerns appropriately, with complete documentation.
  • Keep operations sound and compliant
  • Process teller transactions accurately and efficiently.
  • Support daily banking center operations, including new accounts, account servicing, teller activity, and lending support.
  • Apply regulatory and compliance requirements across varied scenarios; identify and stop potential compliance risks and document decisions accurately, without prompting.
  • Lift up the team
  • Provide as-needed guidance, knowledge-sharing, and coverage to colleagues.
  • Model Core Bank’s service non-negotiables and reinforce best practices through consistent execution and follow-through.
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