Universal Banker
Listed on 2026-02-12
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Finance & Banking
Banking & Finance, Bank Customer Service, Retail Banking
Battle Bank is a national bank dedicated to helping savvy consumers rid themselves of their existing banking institutions that continue to offer little to no value in their financial relationships. The bank’s mission isto revolutionize banking, as we believe clients deserve intuitive banking, high yields, access to precious metals and global markets and premium service. Battle Bank, N.A. is seeking a friendly, customer-focused, and detail-oriented individual to join the team in the Universal Banker role.
The Universal Banker is a key player in driving branch growth and delivering exceptional customer experience. The role is responsible for processing a broad range of financial transactions, demonstrating deep knowledge of product features and benefits, effectively communicating them, and cultivating both new and existing consumer and business relationships. This individual will be a trusted advisor, providing guidance on a full range of banking products and services with a focus on building community around the company’s values.
The Universal Banker will report directly to the Community Bank Manager as a member of the Banking Operations team. This is a part-time position with starting hourly pay between $20-$25 depending on experience.
Essential Duties and ResponsibilitiesTo perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned.
Customer Service and Relationship Management- Our clients come first — always. We listen closely, protect what matters and build around our clients who are self-directed, loyal, value-driven, and independent.
- Fostering strong, positive relationships with clients, coworkers, and members of the community is essential to fulfilling the mission of this position.
- Develop a strong understanding of products, services, relationship building, and banking industry standards for compliance, security and risk management.
- Engage in detailed client conversations around account decisions, transactions, and business matters related to typical and atypical banking activity.
- Maintain absolute confidentiality of customer accounts.
- Process all commercial and personal Clients transactional needs, including but not limited to deposits, withdrawals, payments and account maintenance.
- Issue cashier checks, money orders, and gift cards.
- Issue and maintain debit cards.
- Accept check re-orders and address changes.
- Process dormant and inactive account transactions according to bank policy.
- Handle and balance cash drawer with 100% accuracy.
- Follow all dual control and branch security measures.
- Assist with opening and closing of the bank facility by accessing security system, recording, and processing night deposit bags / envelopes.
- Maintain bank security by following policy, which includes internal security, transaction security, and robbery procedures.
- Print daily reports & notices.
- Follow proper document retention and filing procedures.
- Maintain solid understanding of all legal and regulatory compliance issues as they pertain to this position.
- Loss prevention and security as applicable for this position.
- Complete required training.
- Participate in Battle Bank N.A. sales/referral promotions.
- Assist with deposit product training with new and existing employees.
- Maintain file on assigned competitors and monitor rates, pricing, product changes, etc.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education/ExperienceAssociate degree (A.A.) or equivalent from a two-year college or technical school; or one to two years related experience or equivalent combination of education and experience. Prior financial institution experience preferred.
Language AbilityRead and comprehend simple instructions, short correspondence, and memos. Write simple correspondence. Effectively present information in one‑on‑one and small group situations to…
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