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Universal Banker 2

Universal Banker 2

Financial Services Banking


The ideal candidate will have a minimum of 6 months banking experience that includes opening new accounts combined with a strong aptitude for customer service and relationship building. In addition, individuals in this position should have knowledge of some advanced banking applications and should be able to refer clients to their appropriate business partners for more advanced relationship development.


  • Meet all requirements and performance standards for Universal Banker 1

  • Completes all teller transactions, customer inquiries and Cash Handling Duties

  • Maintains a safe working environment

  • Knowledge of: On-line banking, bill pay, product knowledge and basic referring skills.

  • Advanced new account openings of: checking, money market, savings dda, basic business dba’s, cd’s and IRA’s.

  • Identify client’s needs and offer solutions.

  • Knowledge of: Business LOC, Analysis accounts, SBA, C and I and consumer lending. RDC, RDA, Merchant services, cash management products.


  • Comply With All Federal and State Banking Regulations

  • Insures all BSA and Compliance regulations are adhered to

  • Proven ability to Multi Task and Excels at Customer Service to Both Internal and External Clients

  • Maintain a professional and courteous attitude with all people including fellow employees, customers, management, board members and outside vendors.

  • Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.

  • Builds Lasting Relationships with current clients and prospects

  • Attends and participates in training courses and workshops

  • Offers Solution based relationship management

  • Refers advanced business lines To Internal Partners

  • Meets established performance standards

  • Assumes additional responsibilities as assigned

Physical Requirements:

The physical demands herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Must be able to move and lift up to 50lbs. (full coin bags) to a height of 2-3 feet and bend approximately 45 degrees to empty coin bags into coin counter machine. Able to squat to retrieve cash and coin from teller cabinet.

  • Ability to stand or sit 50% of the time.

  • Must be able to walk around the bank to access file cabinets, office machinery and drive through teller window.

  • Dexterity – constantly operates a computer and other office productivity machinery, such as; calculator, copy machine, and computer printers.

  • Must frequently convey detailed or important information, ideas or instructions accurately and promptly.

  • Must be able to hear normal conversations and exchange accurate information with customers.

Working Conditions:

General office environment

Interested applicants should send their resume to We are an EOE employer.

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