Universal Banker (Mason)

Home Office: Mason

Job Summary

The Universal Banker is responsible for providing exceptional customer service by performing teller transactions, opening and maintaining consumer accounts, and identifying customer needs to recommend appropriate banking products and services. This position supports the bank’s mission by delivering a consistent, relationship focused banking experience while adhering to all policies, procedures, and regulatory requirements.

The Universal Banker is assigned to the Mason office as their home location and will float to other offices as business needs require.

Job Duties

• Primary Responsibilities
  • Accurately process a variety of teller transactions, including deposits, withdrawals, payments, and cash handling.
  • Open and service consumer deposit accounts, including checking, savings, CDs, and related services.
  • Conduct customer needs based conversations and recommend appropriate products and services.
  • Identify referral opportunities for Mortgage, Treasury Management, Wealth, and other departments.
  • Maintain compliance with all bank policies, procedures, and regulatory requirements (including BSA/AML).
  • Utilize bank systems and CRM tools to document customer interactions and referrals.
  • Respond professionally to customer inquiries and resolve issues efficiently.
  • Promote digital banking tools and educate customers on self service options.
  • Maintain a high level of confidentiality and professionalism at all times.
  • Participate in training, coaching, and continuous development activities.
  • Works collaboratively with the Mason office team and supports other retail offices when needed.
  • Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act.
  • Other duties as assigned.
• Home Office & Float Expectations
  • The Mason office is the Universal Banker’s primary and home office assignment.
  • The position is scheduled and staffed primarily in Mason.
  • The Universal Banker may float to other branch locations on an as needed basis to support:
    • Coverage due to PTO, illness, or vacancies.
    • Business volume or operational needs.
    • Training or temporary assignments.
    • Floating is collaborative and planned whenever possible; however, flexibility is an expectation of the role.

Essential Functions

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.
• Requires the ability to handle cash, stand for extended periods, and engage with customers throughout the workday.

Qualifications

• Education
  • High school diploma or equivalent, some additional education in banking and/or financial planning would be helpful.
• Skills
  • Strong communication and relationship building skills.
  • Ability to balance transactional accuracy with sales and service conversations.
  • Flexibility and teamwork mindset.
  • Compliance focused with strong attention to detail.
• Experience
  • Previous customer service or banking experience preferred.

FLSA Status:

• Non-Exempt
  

Supervised by

• Regional Retail Community Bank Manager

Supervises

• None

Management retains the discretion to change this job description at any time.