Universal Banker

ACCESS BANK • Omaha, NE

17d • Onsite

About The Position

Universal Bankers operate as relationship-focused, consultative professionals responsible for delivering a high-quality client experience across all interactions. While operational accuracy and transaction execution remain critical, success in this role is defined by the ability to engage clients in meaningful conversation, understand financial needs, and deliver tailored solutions that deepen relationships and enhance the overall client experience.

Requirements

• High school diploma or equivalent experience.
• Six months to one year of banking or related experience in the sales or financial industry.
• Demonstrated excellent customer service and communication skills (written, verbal, listening).
• Effective selling, cross-selling, and referral skills
• Detail-oriented, well-organized, and the ability to work independently as well as part of a team.
• Self-motivated/takes initiative.
• Proficiency with computers.
• Ability to effectively work on multiple projects simultaneously, managing time and resources to ensure that work is completed efficiently and within established timeframes.

Responsibilities

• Deliver a welcoming and engaging experience by acknowledging clients promptly, using names when possible, and maintaining a positive, attentive presence
• Answer and manage incoming calls by actively assisting clients, resolving needs when possible, and ensuring a professional and supportive experience
• Engage clients in meaningful conversation to understand needs and provide appropriate support beyond the immediate transaction
• Process routine transactions accurately and efficiently, including deposits, withdrawals, transfers, and account servicing activities
• Use each interaction as an opportunity to build rapport and create a positive, personalized experience
• Maintain and balance cash drawer daily; assist with vault, ATM, and night depository functions as needed
• Execute branch operational tasks including branch capture, transaction processing, and system navigation
• Ensure compliance with all Bank policies, procedures, and applicable regulations, including BSA, CTR reporting, and KYC protocols
• Accurately process transactions within established authority limits, exercising sound judgment when exceptions arise
• Assist with basic account opening activities, including gathering client information, preparing documentation, and supporting account setup
• Engage clients in conversation to understand immediate needs and introduce appropriate products and services
• Provide a clear and positive onboarding experience, including basic education on account features and digital tools
• Begin developing consultative banking skills, including active listening, curiosity, and confidence in recommending solutions
• Apply sound judgment in client interactions, seeking to resolve needs at the point of contact whenever possible
• Demonstrate professionalism, integrity, and accountability in all interactions
• Support team operations and assist with additional branch responsibilities as needed

Benefits

• Competitive compensation
• Strong benefits
• Real opportunities to grow your career through learning, collaboration, and leadership support.
• Paid volunteer hours
• Employee-led service initiatives
• Meaningful investment in the communities we serve.

What This Job Offers

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