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Universal Banker

2 months ago

East Peoria, United States BankTalent HQ Full time
Position Summary
The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non-customers in a needs-based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service.

Duties & Responsibilities

  • Identify customers‘ and non-customers‘ financial needs and sell all appropriate products and services; educate on lending products to determine the best solution to meet their needs.
  • Service customer‘s accounts as needed and proactively communicate with customers to ensure their financial needs are met.
  • Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers‘ financial needs.
  • Perform basic teller transactions.
  • Make referrals to Bankers.
  • Balance cash drawer on a daily basis.
  • Scan work for image branch capture.
Education & Experience

Knowledge of:
  • Strong sales and customer service skills
  • Strong oral and written communication skills
  • Basic math and accounting functions
  • Understand the basic tenets of lending and assessing a customer‘s financial needs.
Ability to:
  • Accurately count money
  • Explain products and services to current and potential customers
  • Perform duties and make decisions under frequent time pressures
  • Stand for extended periods of time
  • Lift 50 pounds
Education and Training:
  • Requires a High School diploma.
  • Requires banking and/or sales experience.
  • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (‘SAFE Act‘), all Universal Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (‘NMLS‘). If such registration is not active as of the hire date, the Universal Banker must immediately attain active registration upon employment. Universal Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including term
  • Requires knowledge of Microsoft Office.


Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey‘s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey‘s Equal Opportunity Employment.