The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The banker engages clients through courteous conversation, handles standardized and more complex transactions, and helps clients use digital and self-service banking options. The position supports client outreach and sales, refers clients to appropriate team members or specialists, participates in branch leadership routines and training, and follows operational, risk-management, and compliance procedures. It also serves as a secondary contact for new account openings and problem resolution.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED