Universal Banker

PEOPLES BANK MASTER • Claremont, NC

22d

About The Position

The Universal Banker delivers a consistent, high-quality customer experience by combining transaction accuracy, operational discipline, consultative service, and relationship-based banking. The role supports both teller and platform responsibilities within the branch and engages customers in meaningful conversations to identify financial needs and connect them with appropriate banking solutions, digital tools, and internal business partners.

The Universal Banker owns each customer interaction from start to finish, maintains strong cash controls and compliance standards, recognizes referral opportunities, and contributes to branch growth, customer retention, and overall performance goals. The position supports Peoples Bank’s mission, core values, and customer-focused sales culture by consistently delivering an Exceptional Customer Experience (ECX).

Requirements

• High school diploma or equivalent required.
• Strong customer service skills and a relationship-building mindset.
• Effective communication and active listening skills.
• Sales and problem-solving ability with a consultative approach.
• Attention to detail and commitment to accuracy.
• Ability to multitask and adapt in a fast-paced environment.
• Proficiency with banking systems, CRM tools, and technology.

Nice To Haves

• 1–3 years of experience in banking, retail sales, or customer service preferred.
• Cash-handling experience preferred.

Responsibilities

• Deliver a consistent, high-quality customer experience aligned with ECS standards.
• Engage customers through proactive, needs-based conversations and connect them with appropriate banking solutions, digital tools, and internal business partners.
• Own customer interactions from start to finish and demonstrate accountability for customer outcomes and personal performance.
• Maintain transaction accuracy, operational discipline, cash controls, and compliance standards.
• Recognize referral opportunities and maintain consistent referral and customer follow-up activity aligned with branch goals.
• Meet assigned scorecard goals and contribute to branch growth, customer retention, and overall performance.
• Collaborate effectively to achieve branch and team goals.

What This Job Offers

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