Universal Banker II

Avidia Bank • Marlborough, MA

9h

About The Position

The Universal Banker II proactively identifies customer needs and recommends solutions to expand and retain retail and business relationships. The role performs a wide range of customer transactions in accordance with established bank policies and procedures, while contributing to branch and company goals. The position also supports community engagement and the Bank’s mission as a dedicated and responsible corporate citizen.

The schedule includes extended and/or weekend hours.

Requirements

• High school diploma or equivalent.
• At least one year of experience in cash handling, customer service, administration, or a related role.
• Strong customer service, communication, problem-solving, and organizational skills.
• Comfort demonstrating basic math skills and familiarity with U.S. currency.
• Understanding of basic social media concepts and willingness to incorporate them into the retail banking culture.
• Proficiency with Microsoft Office applications and ability to adapt to new software systems.
• Must have or be willing to obtain Notary Public licensure.
• Availability for a schedule that includes extended and/or weekend hours.

Nice To Haves

• Previous banking experience serving consumer and business customers is strongly preferred.

Responsibilities

• Provide efficient, effective, and courteous service while processing deposits, withdrawals, payments, check cashing, credit card cash advances, and other transactions.
• Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.
• Educate customers about banking products and services and identify opportunities to deepen relationships through referrals and sales aligned with established targets.
• Open consumer and business checking, savings, and other deposit accounts in compliance with bank policies and regulatory requirements.
• Assist customers with applications for credit cards, auto loans, and other lending products; explain credit terms, interest rates, and repayment options; and conduct basic loan pre-qualifications as needed.
• Assist with daily branch and ATM balancing, oversee balancing procedures, balance cash at day’s end, and participate in branch settlement.
• Ensure transactions are processed and required documentation is completed in compliance with applicable laws and regulations.
• Represent the Bank in its communities by participating in civic and community organizations to build brand awareness and support the Bank’s mission.
• Perform other related and unrelated duties as required.

What This Job Offers

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