Universal Banker

Over 100 years ago Brentwood Bank—operating as Tunnel Building & Loan at the time—set up temporary locations to help mill workers in the South Hills of Pittsburgh save and manage their money. The objective was straightforward: to provide practical financial support to the local community.

That approach continues to influence how the bank operates today.

Brentwood Bank focuses on supporting the long-term financial stability of the communities it serves. Because we operate as a community bank rather than a large regional or national institution, we have more flexibility in structuring solutions that each customer’s unique circumstances. This includes working with individuals, businesses, nonprofit organizations, and municipalities, taking the time to understand their specific financial needs, and creating practical solutions that fit.

The result is that Brentwood Bank customers tend to get more direct attention and less one‑size‑fits‑all treatment. When a banker genuinely understands your situation, the advice and products you receive are more likely to be useful. That’s good for you, and it just feels right to us.

That’s why our customers consider us a trusted financial neighbor rather than a bank. It’s how we see ourselves, too.

As a Brentwood Bank Universal Banker, you are our customers’ front-line relationship banker responsible for delivering personalized, friendly service while helping our customers with all their financial service needs. The Universal Banker is responsible for establishing, developing, and retaining strong customer relationships; identifying and promoting additional bank products and services; accurately and courteously processing customer transactions; and maintaining accurate cash and transaction records.

In addition, this role will act as a resource in identifying and resolving customer service issues through conversation with customers by listening to uncover financial needs and transition customers to Personal Bankers to further assist with their financial goals.

• Welcome every customer as they enter the branch; acknowledge by name, if known.
• Build relationships and provide outstanding customer service to all Bank customers while performing account transactions.
• Create superior and meaningful client-driven experience for each customer or potential customer.
• Coordinate internal and external customer service with other bank employees and departments.
• Take ownership of customer issues and personally guide customers through all interactions with the bank. Engage branch management when needed and provide full solutions for customers.
• Through conversation, listen to clues for financial opportunities during customer conversations, and then appropriately transition the customer to a Personal Banker.
• Understand and actively participate in attaining branch sales goals and objectives.
• Process customer deposits/withdrawals (including night bags), process loan payments, and cash checks.
• Actively promote bank and related products and services to customers and future customers.
• Review and maintain knowledge of products, fees, and policies to stay current with all Bank offerings.
• Comply with all Federal/State banking regulations and all bank operating and security policies and procedures.
• Maintain and accurately balance your teller cash drawer. Verify totals to generate proof sheet. Accurately balance transit and on-us checks and processes via Branch Capture.
• Assist in balancing the ATM/ITM and Main Cash Vault when applicable.
• Report any discrepancies to the supervisor, as necessary. Maintain daily work in good order. Safeguard confidential customer information.
• Promote a positive image of Brentwood Bank in the community through…