Senior Universal Banker

Byline Bank • Chicago, IL

7d • $25 - $37

About The Position

The Senior Universal Banker (Sr. UB) coordinates the activities of Tellers and Universal Bankers, helping identify customer needs and explain products and services to convert service opportunities into sales. The role provides a full range of customer services, including processing transactions, opening and closing accounts, responding to inquiries, supporting daily branch operations, handling complex transactions and sensitive client concerns, and explaining bank policies and procedures. The Sr. UB periodically travels to other branch locations to support staffing coverage and is expected to maintain a professional image.

The position provides staff leadership and coaching, supports sales and service goals, and helps ensure accurate, compliant branch operations. It also involves scheduling support, maintaining dual-control coverage, completing branch certifications, overseeing teller balancing, minimizing operational losses, and keeping current with applicable regulations and bank policies. The role requires balancing customer service with risk considerations and escalating issues to management when appropriate.

Requirements

• High school degree or GED required.
• At least 3 years of experience in a banking environment.
• Detail-oriented with excellent organizational skills.
• Team player with a strong desire to learn, good leadership skills, independent judgment, discretionary thinking, and creativity; able to work in a fast-paced environment.
• Working knowledge of banking regulatory requirements.
• Knowledge of a wide variety of retail bank products and administrative support.
• Strong time-management skills and attention to detail.
• Ability to communicate professionally, accurately, and clearly with internal and external stakeholders.
• Ability to lift 30 pounds.

Nice To Haves

• At least 1 year of experience as a Teller, Personal Banker, or Universal Banker.
• Strong knowledge of Microsoft Office.

Responsibilities

• Assist staff with scheduling, assigning work, answering questions, and resolving problems.
• Identify coaching and training needs for Teller and Universal Banking staff.
• Delegate duties and assignments effectively.
• Ensure Tellers follow the guidelines in the BYB Teller Training Manual.
• Participate in branch meetings and speak on assorted topics.
• Help staff recognize and facilitate cross-selling opportunities.
• Lead by example through excellent customer service and adherence to policies and procedures; encourage open communication.
• Coach staff toward assigned production goals and work toward customer service and sales standards.
• Maintain positive relationships with customers and employees.
• Open and service accounts, identify cross-selling opportunities, and promote products and services to potential and existing customers to develop business and expand relationships.
• Maintain a professional attitude, strong customer service and sales skills, and accurate, compliant account documentation.
• Participate in weekly scheduling of Tellers and Universal Bankers and ensure adequate coverage for dual control.
• Complete monthly branch certification covering audits, teller differences, and Teller Line operational duties accurately and on time.
• Maintain supplies and use appropriate forms when requisitioning them.
• Ensure Tellers and Universal Bankers balance within drawer limits daily and comply with bank policies for monies and balancing.
• Maintain ongoing communication with management and minimize cash differences and other controllable losses.
• Keep current with Federal and State laws and regulations and the Bank's policies and procedures.
• Process Teller transactions accurately and promptly, including deposits, withdrawals, payments, transfers, check cashing, and negotiable purchases.
• Process and validate coin and currency amounts for incoming and outgoing cash shipments.
• Use sound judgment to balance customer service and bank risk, escalating issues to management when needed.
• Seek efficient, cost-effective, and productive ways to complete work without sacrificing customer service.
• Keep abreast of competitor products, services, and current promotions.
• Perform other duties as assigned.
• Periodically travel to other branch locations to support staffing coverage.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Disability coverage
• 401(k)
• Paid time off
• Potential discretionary bonuses and other benefit programs, depending on the role

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED