Universal Banker, Lee's Summit

North American Savings Bank • Lee's Summit, MO

9d • Onsite

About The Position

North American Savings Bank is seeking a Universal Banker to join its Independence branch team. Universal Bankers deliver quality customer service and promote the bank’s products, services, and solutions to make banking easy for customers. The role supports customer retention and branch sales and service goals, including referrals to the mortgage sales team.

The position handles customer inquiries and service issues, assists customers with account and financial-service selections, and performs branch operations such as opening accounts, processing transactions, cash controls, balancing, fraud prevention, and completing customer identification requirements. The Universal Banker also supports branch marketing activities and follows bank policies, including Bank Secrecy Act and Anti-Money Laundering compliance procedures. The role requires availability during branch hours Monday through Friday and alternate Saturday mornings.

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 that lead to sales, or relevant experience.
• Must complete credit and background checks.
• 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 products and services to customers’ varying 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.

Nice To Haves

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

Responsibilities

• Provide outstanding customer service, greet customers, answer calls promptly, and take ownership of customer interactions, including referring customers to the mortgage sales team.
• Help customers select accounts and financial services, administer accounts, support customer retention, and achieve 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 branch operations, including opening new accounts, cash controls, balancing, fraud prevention, customer transactions, and completing CIP requirements accurately.
• Follow bank policies and procedures, including the Bank Secrecy Act/Anti-Money Laundering compliance program.

Benefits

• Competitive compensation and bonus opportunities.
• Medical, dental, and vision coverage.
• 401(k) retirement plan with immediate employer match.
• Paid time off, including PTO, 11 holidays, birthday leave, and volunteer time off.
• Career development and advancement opportunities.

What This Job Offers

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