Universal Banker

2 weeks ago


Chicago, United States Byline Bank. Full time
Job DescriptionJob Description


Objective of Position:


The Universal Banker is responsible for conducting teller and cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Universal Banker will work with the operations and sales team to achieve deposit, business, and consumer relationship growth while providing operational support and exceptional customer service.

Duties and Responsibilities:

  • Greets customers and direct incoming calls to appropriate staff.
  • Accurately processes transactions and new account openings in a timely and professional manner.
  • Constantly looks for ways to improve processes that will improve the customer’s experience and communicate those ideas to Branch Management.
  • Assesses and handles retail customers’ banking needs and obtain and process customer/account information, including cash handling.
  • Opens and services accounts and identifies cross-selling opportunities for new and existing customers.
  • Calls on potential or existing customers to develop new business by promoting our bank’s services and products, with the goal of expanding relationships and bank profitability.
  • Displays exceptional customer service and sales skills and maintains a professional attitude.
  • Maintains accuracy and compliance in all account documentation.
  • Minimizes risk of losses, including cash differences and other controllable losses.
  • Maintains current knowledge of all Federal and State laws and regulations, along with the Bank’s policies and procedures.
  • Processes teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.).
  • Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
  • The incumbent also maintains current knowledge of competitor products, services, and current promotions.
  • All other duties as assigned.

Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.


Qualifications:

  • High School Degree or GED required.
  • 3+ years of experience in a banking environment.
  • 1+ years of experience as a teller, personal banker or universal banker is a plus.
  • Must be detail oriented with excellent organizational skills.
  • Team player with a strong desire to learn, exercise good leadership skills, independent judgment, discretionary thinking, creativity and be able to work in a fast-paced environment.
  • Strong knowledge of Microsoft Office preferred.
  • Working knowledge of banking regulatory requirements.
  • Knowledgeable about a wide variety of retail bank products and administrative support
  • Strong time management skills and attention to detail.
  • Ability to communicate in a professional, accurate, and clear manner with internal & external stakeholders.
  • Makes sound judgments regarding customer service and risk to the bank, effectively balancing both. Understands when to escalate a problem or situation to management for resolution.
  • Continue to look for ways in which to complete tasks and duties in an efficient, cost-effective, and productive manner, without sacrificing excellent customer service.
  • Must be able to lift 30 pounds.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.

Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.

The hourly salary range for this position is $20.91 to $26.20. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, Byline Bank offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with Byline Bank, you’ll find a far-reaching choice of benefits and incentives.





  • Chicago, United States Byline Bank Full time

    Provides support to all assigned areas of branch operations where service or assistance is needed. Accurately processes transactions and new account openings in a timely and professional manner. Constantly looks for ways to improve processes that wil Universal Banker, Banker, Customer Service, Senior, Operations, Teller

  • Universal Banker I

    4 days ago


    Chicago, United States Peoples Bancorp (OH) Full time

    Provide prompt, efficient, and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accu Universal Banker, Commercial, Customer Experience, Banker


  • Chicago, United States Byline Bank Full time

    Job Description Job Description Objective of Position: The Senior Universal Banker is responsible for performing a complete range of services for customers including processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Works with...


  • Chicago, United States Byline Bank Full time

    The Senior Universal Banker is responsible for performing a complete range of services for customers including processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Works with customers to identify needs and explain products/services...


  • Chicago, United States Byline Bank. Full time

    Job DescriptionJob Description Objective of Position: The Senior Universal Banker is responsible for performing a complete range of services for customers including processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Works with...

  • Universal Banker I

    2 days ago


    Chicago, United States Peoples Bancorp (OH) Full time

    This is a great opportunity for a Universal Banker I!Spanish speaking preferred. Job Summary Provide prompt, efficient, and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and...


  • Chicago, United States Citi Full time

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts,...


  • Chicago, United States Peoples Bancorp (OH) Full time

    This is a great opportunity for a Part-time Universal Banker I! Polish speaking preferred. Job Summary Provide prompt, efficient, and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately...


  • Chicago, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...


  • Chicago, United States Bank of America Merrill Lynch Full time

    Global Corporate & Investment Banking Houston, TX; Chicago, IL; New York, NY; San Francisco, CA A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients ’ needs with banking solutions. The Corporate Banker fully embodies Bank of America ’ s motto and core value What would you like the power to do?...


  • Chicago, United States BankFinancial Full time

    Shift: First Shift,Rotating,Mon,Tue,Wed,Thu,Fri **Summary**: Possesses exceptional customer service skills and sales skills. Spends half of their time conducting various customer and operational transactions and accurately balancing daily cash drawer. Spends the other half transitioning clients into sales opportunities and cross-selling. Actively promotes...


  • Chicago, United States B C Ziegler & Co Full time

    Job DescriptionJob DescriptionPOSITION OVERVIEWWe are looking for rising senior students to join us for a summer intern position in our paid internship program. This program is designed to help give young professionals the opportunity to gain real-world experience at a dynamic investment bank!Ziegler is a privately held investment bank, capital markets and...


  • Chicago, United States B C Ziegler & Co Full time

    Job DescriptionJob DescriptionPOSITION OVERVIEWWe are looking for rising senior students to join us for a summer intern position in our paid internship program. This program is designed to help give young professionals the opportunity to gain real-world experience at a dynamic investment bank!Ziegler is a privately held investment bank, capital markets and...


  • Chicago, United States Lazard Full time

    Chicago Financial Advisory Summer Internship Lazard is one of the world’s leading financial advisory and asset management firms. Our people make the difference . With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion,...

  • Transaction Advisory

    3 weeks ago


    Chicago, United States Forvis Full time

    Description & Requirements At FORVIS, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek...


  • Chicago, United States FORVIS Full time

    Requisition Number**2232277** **Description & Requirements** At FORVIS, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a...

  • Transaction Advisory

    3 weeks ago


    Chicago, United States FORVIS Full time

    Description & Requirements At FORVIS, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek...


  • Chicago, United States FORVIS Full time

    Description & Requirements At FORVIS, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek...


  • Chicago, United States NDH Advisors LLC Full time

    NDH Advisors LLC (“NDH”) is a Chicago-headquartered, private equity-backed public accounting firm offering best-in-class tax, accounting and personal finance services to dynamic businesses, high net-worth individuals and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, and Philadelphia, we are seeking an...