Universal Banker
Listed on 2026-10-10
-
Finance & Banking
Bank Customer Service, Banking Operations, Retail Banking, Banking & Finance
Join Partners Bank and Grow Your Banking Career as a Universal Banker!
At Partners Bank
, we believe we are Better Together
. We are committed to building strong relationships, delivering exceptional service, and creating opportunities that strengthen the communities we serve. If you are customer-focused, detail-oriented, and passionate about helping people achieve their financial goals, we invite you to apply for our Universal Banker position.
This is a multi-level career path position with advancement opportunities from Universal Banker I to Universal Banker III
, based on experience, skills, and responsibilities.
Our team is guided by our core values:
- Passionate Service - We are enthusiastic and committed to serving others.
- Relationship-Driven - We value teamwork, collaboration, and respect.
- Improvement-Oriented - We are adaptable, innovative, and solutions-focused.
- Trustworthy - We act with integrity and earn the confidence of our customers and coworkers.
The Universal Banker provides outstanding customer service while performing a broad range of banking functions, including teller transactions, account servicing, account opening, and relationship building. Team members progress through increasing levels of responsibility and independent decision-making as they advance within the role.
GeneralJob Duties Customer Service & Relationship Building
- Deliver exceptional service in every customer interaction
- Assist customers with account inquiries, transactions, and product information
- Resolve customer concerns professionally and efficiently
- Build customer relationships through cross-selling and referrals
- Promote bank products and services that meet customer needs
- Process deposits, withdrawals, payments, and other banking transactions
- Verify transaction accuracy, authorizations, and documentation
- Process loan, credit line, and tax payment transactions
- Balance cash drawers and maintain accurate records
- Support branch cash management and vault operations
- Open and maintain deposit accounts according to assigned level
- Ensure proper customer identification and documentation
- Prepare and scan account documents
- Assist with compliance and exception resolution
- Support online banking enrollment and account maintenance
- Assist with ATM and Cash Express balancing and replenishment
- Process wire transfers (Levels II and III)
- Support branch opening and closing procedures
- Assist other branches as needed
- Maintain compliance with all bank policies, procedures, and regulatory requirements, including BSA responsibilities
Successful candidates will possess:
- Strong customer service and relationship-building skills
- Excellent verbal, written, and interpersonal communication skills
- Strong attention to detail and accuracy
- Ability to count currency and process negotiable instruments
- Effective problem-solving and decision-making abilities
- Strong organizational and time-management skills
- Intermediate computer and keyboarding skills
- Ability to work independently while contributing to a team environment
- Working knowledge of Microsoft Windows and banking software systems preferred
This position is located in a professional banking office environment. The role involves frequent interaction with customers, coworkers, cash, and financial information. Occasional lifting of up to 20 pounds may be required.
Grow With UsAt Partners Bank, we invest in our employees through training, cross-training opportunities, career development, and advancement within the organization. Whether you are beginning your banking career or bringing years of experience, we offer opportunities to learn, grow, and make a meaningful impact in the communities we serve.
Equal Opportunity EmployerPartners Bank is an Equal Opportunity Employer and provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable federal, state, or local law.
Reasonable accommodations are available for qualified individuals with disabilities throughout the application and employment process.
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