Universal Banker II
Listed on 2026-07-15
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Finance & Banking
Bank Customer Service
At Open Bank, we pride ourselves on being different and open to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits to recruit, retain and reward top talent.
Job Title: Universal Banker II
Department: Carrollton Branch
The Universal Banker II will be responsible for conducting client and bank transactions with accuracy, speed, efficiency and professionalism. The role consistently provides excellent client service, cross‑selling bank products and services, generating referrals, and may involve progressive cross‑training in new account processes as needed by the Service Manager.
Key Responsibilities- Provides exceptional service handling clients in person or on the telephone.
- Maintains, balances, and audits the cash drawer according to policy and schedule.
- Opens, closes, and renews all types of savings, certificate of deposit, and checks products quickly and accurately.
- Processes Reject, Overdraft (OD), Non‑Post, Stop and HOLD items.
- Reviews and performs callbacks on various reports and items.
- Communicates with customers and mails out notices for NSF, OD, and Return Items.
- Researches deposit accounts such as account statement printing and image printing.
- Scans new account documents for review and callback.
- Processes outgoing wire and keyboard item input and completes next day review.
- Assists with safe deposit box access for clients and opening new deposit boxes.
- Processes mail and courier deposit, messenger service deposit, mobile & remote deposit, review, and submission.
- Minimum two years of experience as an operations specialist in a bank operation.
- Retail sales and service experience, including cash handling, is a plus.
- Working knowledge of computers, related business programs and online banking systems.
- Medical, Dental, & Vision:
Full‑time employees and immediate family members receive insurance benefits effective the first of the month following hire. - Life, Accidental Death & Dismemberment, & Long‑Term Disability: 100% cost covered by Open Bank.
- Flexible Spending Account (FSA):
Tax‑advantaged accounts for eligible out‑of‑pocket expenses. - 401(k) Retirement Savings Plan: 100% match of the first 6% of employee contributions; eligibility after 90 days.
- Paid Time Off (PTO):
Accrued from hire date for vacation, illness, or personal reasons. - Employee Assistance Program (EAP):
Counseling, online tools, and legal and financial guidance. - Company Paid Lunch:
Provided twice a week.
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