Universal Banker, Independence

North American Savings Bank • Independence, MO

2d • Onsite

About The Position

The Universal Banker provides quality customer service and promotes NASB products, services, and solutions that make banking easy for customers. The role supports the Independence branch team by assisting customers with account and financial-service selection, account administration, customer retention, and branch sales and service goals. It also supports the mortgage sales team through referrals.

The Universal Banker handles customer questions and problems, maintains a friendly and professional attitude, assists with branch marketing and promotions, and performs daily branch operations. Duties include opening accounts, cash controls, balancing, fraud prevention, customer transactions, and completing Customer Identification Program (CIP) requirements. The role requires compliance with bank policies and procedures, including the Bank Secrecy Act/Anti-Money Laundering (BSA/AML) program.

Requirements

• High school diploma, GED, or foreign equivalent required.
• At least one year of experience in a retail or sales environment engaging with customers and making product recommendations leading to sales, or relevant experience.
• Credit and background checks are required.
• Ability to work branch hours Monday through Friday and alternate Saturday mornings.
• Ability to learn products, services, and procedures quickly and accurately.
• Financial management and responsibility skills.
• Excellent communication skills, including adapting conversations about NASB products and services to customers’ needs in person and over the phone.
• Basic math skills, including solving problems and quickly identifying currency denominations.
• Time-management and organizational skills; detail-oriented and thorough.
• Sound judgment and decision-making abilities.
• Ability to lift or carry up to 25 pounds occasionally.

Nice To Haves

• College degree or military equivalent preferred.
• Bilingual ability desired, but not required.

Responsibilities

• Greet customers, answer the phone promptly, take ownership of customer interactions, and provide outstanding service.
• Refer customers to the mortgage sales team as appropriate.
• Help customers select accounts and financial services, administer accounts, and support customer retention and branch sales and service goals.
• Resolve customer problems, issues, and questions to ensure satisfaction.
• Maintain a positive, friendly, and professional attitude.
• Assist with branch-level marketing activities and promotions.
• Perform daily branch operations, including opening accounts, cash controls, balancing, fraud prevention, handling transactions, and accurately completing CIP requirements.
• Follow bank policies and procedures, including BSA/AML compliance requirements.

Benefits

• Competitive compensation and bonus opportunities.
• Medical, dental, and vision coverage.
• 401(k) retirement plan with an immediate employer match.
• Paid time off, including PTO, 11 holidays, birthday leave, and volunteer time off.
• $500 sign-on bonus opportunity.

What This Job Offers

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