About The Position

The Universal Banker I builds and strengthens customer relationships by providing excellent service, identifying customer needs, and recommending appropriate bank products and services. The role processes relationship banker transactions promptly and courteously, supports customers with in-branch and digital banking services, and contributes to sales, marketing, and community outreach efforts. The position also requires knowledge of BankPlus products, procedures, and relevant regulatory requirements.

Requirements

  • Bachelor’s degree, or at least two years of experience in a similar or professional work environment.
  • At least six months of cash-handling experience.
  • General computer and typing experience, including Microsoft Office Suite applications such as Excel, Word, and Outlook.
  • Excellent verbal and written communication skills.
  • Ability to handle multiple tasks.
  • Ability to work outside regular business hours as deemed necessary.

Responsibilities

  • Maintain strong working relationships with internal and external customers and project a positive, professional image of BankPlus.
  • Use sales and service skills to support loan, deposit, and cash management products.
  • Process relationship banker transactions accurately and efficiently, including issuing relationship banker or official checks and processing collection items or other transactions not handled through the ITM.
  • Assist and educate customers on using the ITM for daily transactions when necessary.
  • Balance and maintain ITMs and cash recyclers accurately as needed.
  • Open deposit accounts and complete account servicing transactions at customer request.
  • Educate customers about bank technology and digital services, including mobile and online banking.
  • Sell and cross-sell bank products to new and established customers by assessing their needs and explaining product features and benefits.
  • Work in DecisionPro and obtain an NMLS number as determined by training level and management.
  • Complete accurate consumer loan applications, including CreditPlus loans, and accept customer paperwork for loan products.
  • Process check orders, close customer accounts according to Bank procedures, process wire transfer requests and ACH returns, and issue stop payments.
  • Assist customers requesting access to safe deposit boxes.
  • Support BankPlus marketing efforts, including volunteer support and outside customer calls.
  • Participate in the High-Rewards Connections Program and make referrals to the Mortgage Center and Wealth Management.
  • Participate in community activities that may generate new customer leads.
  • Maintain knowledge of Bank products, services, policies, procedures, and applicable regulatory requirements, including the Bank Secrecy Act, Privacy Act, Fair Lending Act, and Regulation E.
  • Complete required compliance training and adhere to the Bank’s standard of conduct.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service