Universal Banker II - Bryn Mawr

Universal Banker – Job Summary

Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth.

As a Universal Banker, you will be the face of our bank, delivering world‑class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk‑in customers, fulfilling sales, service and referral needs for a seamless customer experience. You will provide service to customers in a timely and professional manner, expand the customer base through consultative sales techniques, and perform all tasks associated with the direct handling of funds received or paid to customers in their day‑to‑day banking transactions.

Duties include operating a Universal Banker terminal, cross‑selling bank products, processing customer and bank transactions, handling large sums of cash and maintaining assigned limits, cash settlement, and additional responsibilities in support of branch leadership and goals.

• Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service.
• Provide timely and professional service, expanding the customer base through consultative sales techniques and performing all direct handling of funds.
• Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring compliance with banking regulations.
• Handle large sums of cash, maintain assigned limits, perform cash settlement, and support supervisory responsibilities as needed.
• Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs.
• Build strong relationships with customers, understand their unique financial situations, and offer personalized solutions including opening deposit products and selling consumer credit products with an NMLS license.
• Identify opportunities to cross‑sell bank products and services, maximizing customer satisfaction and contributing to the bank’s growth.
• Stay up to date with industry trends and product knowledge, attending training sessions and workshops to enhance skills and expertise.
• Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences.
• Attend quarterly Job Family meetings at corporate headquarters when required.
• Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions.
• Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction.
• Proactively resolve all customer issues, working with a sense of urgency to meet and exceed customers’ needs and expectations.
• Achieve sales goals by expanding the customer base through consultative sales techniques and selling consumer credit products with an NMLS license.
• Report teller differences daily.
• Assist the Universal Supervisor by verifying cash shipments and conducting teller, vault, and ATM audits as needed.
• Comply with all opening and closing procedures.

• Prolonged periods sitting at a desk and working on a computer.
• Ability to learn and sell bank products and services.
• Function in a financial institution/branch environment and utilize standard office equipment.
• Outgoing and proactive with strong listening and verbal communication skills.
• Ability to lift heavy coin trays and stand or sit for prolonged periods while working on a computer.
• Willingness to travel locally to attend training or support bank staffing needs.

• None identified.

• High school diploma or equivalent; additional education in finance or related field is a plus.
• Minimum of two years of face‑to‑face customer service experience, preferably in a banking or retail environment with cash handling experience.
• PC literacy; experience with Salesforce or a comparable customer relationship management system is a plus.
• Ability to navigate…