• SFB (Swampscott, MA)
    …a superior experience in a customer-centric environment. Salem Five requires each Universal Banker to be federally registered through the National Mortgage ... rich history of over 160 years. As an independent bank , we are deeply rooted in the communities we...all Salem Five retail positions are required to have ' universal ' branch banking skills, must have /… more
    Upward (07/27/25)
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  • Mechanics Bank (Roseville, CA)
    Mechanics Bank is currently searching for a part time Universal Banker to join our team at our North Roseville Branch The Universal Banker ... directly with customers. Provides exemplary customer service. Represents the Bank and its products and services with pride and...clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that… more
    Upward (07/11/25)
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  • Citigroup, Inc. (San Diego, CA)
    The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in...bank 's standards Responsibilities : Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors… more
    Upward (07/20/25)
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  • Citigroup, Inc. (Riverside, CA)
    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. ... etc.) Act as a subject matter expert for the branch and remain flexible in position based on ...knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions… more
    Upward (07/24/25)
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  • CityFirst Bank (Inglewood, CA)
    WHO WE ARE City First Bank NA is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, ... and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified...debit card transactions and filing disputes. Assist with daily Branch opening procedures to ensure that the branch more
    Upward (07/26/25)
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  • SouthState Bank (Castle Rock, CO)
    …are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact ... in the branch for SouthState customers' financial needs. The position operates...customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and… more
    Upward (07/26/25)
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  • Citigroup, Inc. (Los Angeles, CA)
    The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where… more
    Upward (07/26/25)
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  • M&T Bank (Bridgeport, CT)
    …. The position is responsible for interacting with appropriate areas within the Bank to ensure branch -related operational issues are resolved efficiently and ... Overview: Specializes in our branch customer experience through sales, service and digital...needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their… more
    Upward (07/07/25)
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  • PNC Financial Services Group, Inc. (Chester, MD)
    …feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker [in a Universal Branch or in an In-store ... will spend most of your time as a personal banker , engaging customers in sales conversations in order to...identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in at the Kent… more
    Upward (07/14/25)
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  • Ridgewood (Brooklyn, NY)
    …average verbal and written communications skills. *Basic math skills *Knowledge of Bank products and services *Pursuit of certification in life insurance, lending, ... knowledge of Microsoft Office. Duties and Responsibilities Include: Promotes the sale of Bank products and services to customers through the bank 's defined sales… more
    Upward (07/18/25)
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  • Security Service Federal Credit Union (Pleasant Grove, UT)
    …career path to support this. Most of our branch managers and assistant branch managers started in a Teller/ Banker role! Member Consultant I: High school ... As a Teller/ Banker , you will often deliver the very first...on digital services available to them. You will provide " universal " service and will be cross-trained in both teller… more
    Upward (07/23/25)
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  • InBank (Denver, CO)
    …and branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Other duties as assigned. Requirements ... professional and courteous communication skills. Ability to cross-sell and/or refer bank products based on customers' needs. Strong oral, written customer service… more
    Upward (07/28/25)
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  • Neighbors Credit Union (St. Louis, MO)
    …on using all electronic service delivery channels offered both in the branch and through their personal devices. Handles all electronic messaging, inbound phone ... and video calls related to members' accounts or general questions about NCU services. Ensures compliance with all related federal and state regulations; stays current on fraud training and trends. Manages and maintains member records and follows guidelines to… more
    Upward (07/25/25)
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  • Truist (Fort Lauderdale, FL)
    …by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship ... Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to… more
    Upward (07/20/25)
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  • Homestreet, Inc. (Federal Way, WA)
    …Angeles County to see additional information. Job Description Summary: The Personal Banker role is responsible for growth, maintenance, and development of both new ... exceptional customer service skills, beginning with welcoming customers to the bank , conducting in-depth profiles to understand their financial needs, and providing… more
    Upward (07/03/25)
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  • Central Bancompany (Owasso, OK)
    …termination of staff as necessary. As needed, meet the performance requirements of Universal Banker including, but not limited to: Accurately and efficiently ... banking products and services. Maintain thorough knowledge of all bank products and services; ensure branch personnel...of all bank products and services; ensure branch personnel acquire and maintain knowledge of all … more
    Upward (07/23/25)
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  • WesBanco Bank, Inc. (Millersville, MD)
    …standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a ... Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank 's products and services Business development (inside and outside)… more
    Upward (07/15/25)
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  • Fulton Bank (Philadelphia, PA)
    …center in Philadelphia, PA . Must be available to be scheduled around branch operation hours (no Sundays). The Sales and Service Specialist is responsible for ... and achieve their financial goals. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.… more
    Upward (07/06/25)
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  • Universal Banker II

    Newtown Savings Bank (Newtown, CT)
    …Hill (Newtown) branch . The Universal Banker II works with Branch Management to implement and carry out Bank policy, procedures, and goals with ... will proactively generate leads for all banking relationships. The Universal Banker II manages the branch...deadline. + Process all teller transactions in accordance with Bank policy and procedure. + Assist Branch more
    Newtown Savings Bank (06/07/25)
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  • Universal Banker I - Brookfield

    Newtown Savings Bank (Newtown, CT)
    …our Brookfield branch . The Universal Banker I works with Branch Management to implement and carry out Bank policy, procedures, and goals with respect ... and personal career growth and development as established with Branch Management. + Support the Bank 's Mission...established with Branch Management. + Support the Bank 's Mission Statement, Vision Statement and demonstrate the … more
    Newtown Savings Bank (06/27/25)
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