Universal Banker III, Grandview

North American Savings Bank • Grandview, MO

3h • Onsite

About The Position

The Universal Banker III (UB III) provides retail banking services and products, serving as a single point of contact for customers and helping them meet their banking needs from start to finish. The role is the branch’s primary relationship-growth banker, responsible for cultivating new customer relationships, deepening existing relationships, generating referrals, supporting business development, and contributing to branch growth objectives. The UB III is expected to lead by example in customer acquisition, relationship development, and referral generation.

The position assists customers with everyday banking, including deposits, withdrawals, payments, account questions, account opening and servicing, and basic IRA and loan payment transactions. It supports accurate customer information, transaction processing, cash balancing, and completion of operational tasks in accordance with bank policies, procedures, and regulatory standards. The UB III also conducts outreach and relationship reviews, identifies opportunities for additional products and services, supports deposit growth and customer acquisition, and participates in business development and community engagement.

The role is based at the Grandview branch and works Monday through Friday with alternate Saturday mornings. Occasional travel between branch locations may be required. The UB III also supports teammates through onboarding assistance, informal mentoring, sharing relationship-building practices, and helping branch leadership achieve goals and sales initiatives.

Requirements

• High school diploma or equivalent.
• Minimum 3–5 years of retail banking, sales, or financial services experience.
• Demonstrated success developing customer relationships, identifying customer needs, generating referrals, and achieving sales, growth, or customer acquisition objectives.
• Advanced knowledge of retail banking products and services.
• Ability to identify customer needs and provide consultative recommendations.
• Attention to detail and accuracy in transaction processing and documentation.
• Strong listening, communication, and problem-solving skills.
• Ability to apply sound judgment within policies, procedures, and regulatory requirements.
• Strong cash-handling skills and ability to accurately identify currency denominations.
• Computer proficiency, including Microsoft Office and core banking systems.

Nice To Haves

• Two or more years of college preferred.

Responsibilities

• Assist customers with everyday banking needs, including deposits, withdrawals, payments, and account questions.
• Handle transactions accurately and efficiently and resolve customer issues with clear, practical solutions.
• Build relationships by learning about customers’ needs and identifying ways to improve their banking experience.
• Recommend suitable solutions and identify opportunities to deepen customer relationships and long-term customer value.
• Open and service deposit accounts; assist with basic IRA and loan payment transactions.
• Help maintain accurate and up-to-date customer information.
• Conduct work in accordance with bank policies, procedures, and regulatory standards.
• Balance cash, process transactions, and complete operational tasks accurately.
• Support team members and step in where needed.
• Conduct proactive outreach to existing and prospective customers.
• Conduct customer relationship reviews to identify opportunities for additional solutions.
• Identify opportunities to increase customer engagement, product utilization, and relationship depth through customer interactions and outreach.
• Support branch deposit growth, customer acquisition, and product expansion objectives.
• Generate referrals for mortgage, consumer lending, and other bank products and services.
• Participate in branch business development and community engagement activities.
• Serve as a resource for teammates regarding products, services, and relationship-building practices.
• Assist with onboarding, development, and informal mentoring of newer Universal Bankers.
• Share best practices related to customer conversations and relationship growth.
• Support branch leadership in achieving branch goals and sales initiatives.

Benefits

• Comprehensive health insurance, including medical, dental, and vision coverage.
• 401(k) retirement plan with a 50% employer match on the first 6% of the employee’s contribution.
• Paid time off, including 11 holidays, the employee’s birthday, and volunteer time.
• Exclusive mortgage and banking benefits.
• Employee referral bonuses.
• Internal training and development programs.

What This Job Offers

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