Universal Banker

Location: Ogden

Longview Bank
- Ogden Branch

Title:

Universal Banker Status:
Full-Time, Hourly, Non-Exempt

Schedule:

40 hours per week, M-F with rotating Saturdays Benefits:
Health, Dental, Vision, Life Insurance; 401(k) Match;
Vacation, Sick/Personal Time;
Flexible work schedule;
Training and development; free logo apparel; and more.

The Universal Banker is the primary point of contact, providing efficient, accurate, and personalized banking services. This role combines teller and platform responsibilities, including processing transactions, opening accounts, resolving inquiries, and identifying appropriate products and services to meet customer needs.

PRIMARY DUTIES:

Assist customers with online and mobile banking, including access setup, password resets, and bill pay support

Deliver exceptional customer service by greeting customers, identifying needs, and providing timely, accurate, and professional support in person and over the phone

Educate customers on bank products, services, and digital banking tools; identify opportunities to recommend appropriate solutions and make referrals as needed

Open, maintain, and close consumer and business deposit accounts; assist with account servicing requests (e.g., address changes, signer updates, stop payments)
Develop a working knowledge of all products and services offered by the bank.

Must have a “how can I help you” attitude at all times and be focused on a team atmosphere.

Resolve customer concerns or complaints promptly, escalating issues when appropriate

Process a variety of financial transactions (deposits, withdrawals, payments, etc.) with a high degree of accuracy and in accordance with established procedures

Support debit card services, including ordering, activation, disputes, limit changes, and account security measures

Maintain operational efficiency by completing required reports, scanning and processing documents, and managing follow-up on pending or exception items

Cross-sell Bank products and services.

Complete all training as required by management.

Comply with BSA/AML training and report any suspicious activity to the BSA officer.

Comply with all Bank policies and regulations.

Perform additional duties as assigned to support branch operations and bank needs.

QUALIFICATIONS:

1-3 years of customer service or banking experience preferred.

Strong communication skills with the ability to build relationships and identify customer needs.

Basic knowledge of banking products, services, and regulatory requirements (e.g., BSA/AML)
High attention to detail with accuracy in cash handling and transaction processing.

Ability to multitask, work in a team environment, and adapt to changing branch needs.

NOTE:

This job description does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
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