Universal Banker

4 weeks ago

Oklahoma City, United States Liberty National Bank Full time
Job Details

Level
Experienced

Job Location
Liberty National Bank South Penn - Oklahoma City, OK

Position Type
Full Time

Education Level
High School

Travel Percentage
None

Job Shift
Monday - Friday rotating Saturdays

Job Category
Banking

Overview

The Universal Banker position combines the duties of the Teller and Customer Service Representative. Assisting customers with a wide variety of services including DDA Accounts, CD's, IRA's, Savings Accounts, etc. and advising customers how best to utilize bank products and services in order to meet personal financial goals, providing the highest quality customer service, and enhancing the retention of a broad customer base.

Responsibilities
  • Perform customer account transactions which include processing a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments. Open various new accounts, process necessary information and educate the customers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
  • Responsible for managing and balancing cash drawer
  • Provides superior customer service in a professional manner to customers and co-workers
  • Fraud prevention
  • Ability to work effectively as part of a team and individually to consistently meet and exceed set goals determined by the management team
  • Ability to work within established policies, procedures, and guidelines of the bank.
  • Maintains various logs and prepares various reports and ensures accuracy before submission
  • Practice ongoing training of policies and procedures, customer service standards.
  • Assist with wide variety of customer services including open/close Certificates of Deposits, maintain Safe Deposit Boxes, assist customers with checkbooks, manages outgoing wires, solve fraud issues, close accounts, etc.
  • Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
  • Assist customers with opening CD's and educate customers as to penalties, earnings, etc.
  • Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them.
  • Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Other duties as assigned.
Skills and Qualifications
  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • A high school degree or equivalent is required.
  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
ADA Requirements
  • Physical Requirements: Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
  • Working Conditions: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
  • Mental and/or Emotional Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

  • Universal Banker

    2 months ago

    Kimberling City, United States Generations Bank Full time

    Universal Banker As a Universal Banker at Generations Bank, you will have a passion for helping customers. Building, maintaining and deepening relationships will be at the heart of this position. You will provide exceptional customer service by recommending appropriate customer solutions using the Bank's catalogue of various products and services. What...

  • Universal Banker

    3 months ago

    Dodge City, United States Sunflower Bank, N.A. Full time

    Job Type Part-time Description Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a PART TIME Universal Banker at our Dodge City, KS branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is a plus but not required- WILL TRAIN! Excellent Benefits, PTO, Incentive...

  • Universal Banker

    4 weeks ago

    Oklahoma City, Oklahoma, United States BancFirst Corporation Full time

    BancFirst CorporationUniversal Banker Oklahoma City, OK LOCATION Onsite positionBancFirst, Oklahoma City1111 N. Lincoln Blvd.Oklahoma City, OK 73101 POSITION SUMMARY This role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys...

  • Universal Banker

    2 months ago

    Dodge City, United States Sunflower Bank Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a PART TIME Universal Banker at our Dodge City, KS branch!Customer Service experience is a MUSTCash Handling experience is a MUSTBanking experience is a plus but not required- WILL TRAIN!Excellent Benefits, PTO,...

  • Universal Banker

    2 months ago

    Kimberling City, United States Generations Bank Full time

    Job DescriptionJob DescriptionUniversal Banker As a Universal Banker at Generations Bank, you will have a passion for helping customers. Building, maintaining and deepening relationships will be at the heart of this position. You will provide exceptional customer service by recommending appropriate customer solutions using the Bank's catalogue of various...

  • Bilingual Universal Banker

    1 month ago

    Oklahoma City, United States BancFirst Full time

    Bilingual Universal Banker Oklahoma City, OK Onsite Position 790 N MacArthur, Oklahoma City, OK 73132 Full Time: M-F, Saturdays as scheduled POSITION SUMMARY This role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling....

  • Universal Banker

    1 month ago

    New York City, United States Carver Federal Savings Bank Full time

    Universal Banker Corporate Title: Universal Banker Department: Retail Reports to: Assistant Branch Manager Scheudle: In-office Salary: $20 - $22/hour Company Overview In 1948, Carver Federal Savings Bank was founded in New York City to serve African- and Caribbean-American communities that had been excluded from mainstream financial services. More...

  • Universal Banker/Teller

    1 day ago

    Jefferson City, Missouri, United States First Mid Bank & Trust Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Universal Banker/Teller to join our team at First Mid Bank & Trust. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling cash transactions, and promoting banking products and services.Key ResponsibilitiesCustomer Service: Create a...

  • Universal Banker

    3 months ago

    Orange City, United States Ambank Company Full time

    Job DescriptionJob DescriptionSalary: Universal Banker - American State Bank - Orange City locationABOUT AMERICAN STATE BANKFor over 45 years we have been committed to providing our customers with high-quality products and exceptional customer service. Our growth and success has been driven by employees who have a passion to serve our customers and our...

  • Universal Banker

    3 months ago

    Switz City, United States Teachers Credit Union Full time

    Universal Banker We are searching for an experienced Part-Time Universal Banker at our Gary Branch. Gary, Indiana Essential Function Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building...

  • Universal Banker

    3 weeks ago

    Kansas City, United States CrossFirst Bank Full time

    Overview The Universal Banker provides extraordinary service and assistance to our Clients, the Bank's Relationship Banking team, and other Business lines of CrossFirst Bank. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk. Responsibilities Open personal checking, savings, CDs, and IRA accounts;...

  • Universal Banker

    1 month ago

    Bossier City, United States Citizens National Bank of Bossier City Full time

    Job DescriptionJob DescriptionBossier City, LAThe Universal Banker is often the first impression a customer, business or visitor has with the Bank. This position provides excellent customer service to current and potential customers and represents the Bank in a positive, professional manner. The Universal Banker will assist current and potential customers...

  • Universal Banker

    3 hours ago

    Garden City, Michigan, United States Washington Trust Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a key member of our branch team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesEstablish and maintain relationships with customers to understand...

  • Universal Banker Float

    3 weeks ago

    Michigan City, United States Horizon Bank Full time

    Job Overview The Universal Banker Float is responsible for traveling to various local branches as assigned and processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining...

  • Universal Banker

    4 weeks ago

    Bossier City, United States Citizens National Bank Full time

    Bossier City, LA The Universal Banker is often the first impression a customer, business or visitor has with the Bank.This position provides excellent customer service to current and potential customers and represents the Bank in a positive, professional manner.The Universal Banker will assist current and potential customers with inquiries about our products...

  • Universal Banker

    3 months ago

    Garden City, United States Washington Trust Bank Full time

    Description Location: State Street Branch - 7309 W. State Street, Garden City, ID 83714 Schedule: Monday - Thursday, 8:15am - 5:15pm and Fridays 8:15am - 6:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required. "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented...

  • Universal Banker

    3 months ago

    Garden City, United States Washington Trust Bank Full time

    Location: State Street Branch - 7309 W. State Street, Garden City, ID 83714 Schedule: Monday - Thursday, 8:15am - 5:15pm and Fridays 8:15am - 6:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required. "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization,...

  • Universal Banker

    3 hours ago

    Kansas City, Missouri, United States CrossFirst Bank Full time

    Job SummaryThe Universal Banker provides exceptional service and support to our clients, the Bank's Relationship Banking team, and other business lines of CrossFirst Bank. This role requires a high level of accuracy to ensure compliance with regulatory requirements and minimize risk.Key ResponsibilitiesClient Service: Provide personalized banking services to...

  • Universal Banker

    3 weeks ago

    City Centre, Naples, FL, United States, 34102 First Horizon Bank Full time

    Location: 599 9th Street N, Naples Fl 34102 A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This...

  • Universal Banker

    4 days ago

    Kansas City, Missouri, United States CrossFirst Bank Full time

    About the RoleThe Universal Banker provides exceptional service and support to our clients, the Bank's Relationship Banking team, and other business lines of CrossFirst Bank. This position requires a high level of accuracy to ensure compliance with regulatory requirements and minimize risk.Key ResponsibilitiesClient Service: Provide personalized banking...