More jobs:
Universal Banker
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-06-15
Listing for:
Access Bank
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
We’re proud to be recognized as a Best Bank to Work For by American Banker, Best Bank by B2B Magazine, and a Forbes Best-in-State Bank. Most importantly, we’re proud of the trust our clients place in us and the role our employees play in helping relationships and communities thrive.
Ready to jump into a new opportunity? ACCESSbank is hiring for a Universal Banker. Universal Bankers operate as relationship-focused, consultative professionals responsible for delivering a high-quality client experience across all interactions. While operational accuracy and transaction execution remain critical, success in this role is defined by the ability to engage clients in meaningful conversation, understand financial needs, and deliver tailored solutions that deepen relationships and enhance the overall client experience.
Primary responsibilities will include:
Deliver a welcoming and engaging experience by acknowledging clients promptly, using names when possible, and maintaining a positive, attentive presence
Answer and manage incoming calls by actively assisting clients, resolving needs when possible, and ensuring a professional and supportive experience
Engage clients in meaningful conversation to understand needs and provide appropriate support beyond the immediate transaction
Process routine transactions accurately and efficiently, including deposits, withdrawals, transfers, and account servicing activities
Use each interaction as an opportunity to build rapport and create a positive, personalized experience
Maintain and balance cash drawer daily; assist with vault, ATM, and night depository functions as needed
Execute branch operational tasks including branch capture, transaction processing, and system navigation
Ensure compliance with all Bank policies, procedures, and applicable regulations, including BSA, CTR reporting, and KYC protocols
Accurately process transactions within established authority limits, exercising sound judgment when exceptions arise
Assist with basic account opening activities, including gathering client information, preparing documentation, and supporting account setup
Engage clients in conversation to understand immediate needs and introduce appropriate products and services
Provide a clear and positive onboarding experience, including basic education on account features and digital tools
Begin developing consultative banking skills, including active listening, curiosity, and confidence in recommending solutions
Apply sound judgment in client interactions, seeking to resolve needs at the point of contact whenever possible
Demonstrate professionalism, integrity, and accountability in all interactions
Support team operations and assist with additional branch responsibilities as needed
High school diploma or equivalent experience.
Six months to one year of banking or related experience in the sales or financial industry.
Demonstrated excellent customer service and communication skills (written, verbal, listening).Effective selling, cross-selling, and referral skills
Detail-oriented, well-organized, and the ability to work independently as well as part of a team.
Self-motivated/takes initiative.
Proficiency with computers.
Ability to effectively work on multiple projects simultaneously, managing time and resources to ensure that work is completed efficiently and within established time frames.
Why Join ACCESSbank
Growth & Development Competitive compensation, strong benefits, and real opportunities to grow your career through learning, collaboration, and leadership support.
Community Commitment Paid volunteer hours, employee-led service initiatives, and meaningful investment in the communities we serve.
Local Decision-Making No distant headquarters and no majority owner. Decisions are made locally by people who know the market and care deeply about our clients and team.
The ACCESSwayA shared commitment to integrity, teamwork, and delivering exceptional experiences for both clients and colleagues.
If you’re looking for a workplace where relationships matter, your contributions are valued, and your work makes a difference, we invite you to explore a career with ACCESSbank.
This position is available at our Midtown location. If you are interested in this opportunity, follow this link: is an EEO Employer/Vet/Disabled
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