Universal Banker
Listed on 2026-07-18
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Finance & Banking
Bank Customer Service, Banking Operations, Retail Banking
About Byline Bank:
Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.9 billion in assets and operates over 40 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing and U.S. Small Business Administration loans.
Byline Bank is a member of FDIC and an Equal Housing Lender.
The Jr. Universal Banker is responsible for assisting the Universal Bankers (UBs) and conducting cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Jr. Universal Banker will work with the other universal bankers, operations and sales team to achieve deposit, business, and consumer relationship growth while providing operational support and exceptional customer service.
DutiesAnd Responsibilities
- Greets customers and directs incoming calls to appropriate staff.
- Accurately processes transactions and new account openings in a timely and professional manner.
- Constantly looks for ways to improve processes that will improve the customer’s experience and communicates those ideas to Branch Management.
- Assesses and handles retail customers’ banking needs and obtains and processes customer/account information, including cash handling.
- Assists with opening and servicing accounts and identifies cross-selling opportunities for new and existing customers.
- Assists UBs with calls on potential or existing customers to develop new business by promoting the bank’s services and products, with the goal of expanding relationships and bank profitability.
- Displays exceptional customer service and sales skills and maintains a professional attitude.
- Maintains accuracy and compliance in all account documentation.
- Minimizes risk of losses, including cash differences and other controllable losses.
- Maintains current knowledge of all Federal and State laws and regulations, along with the Bank’s policies and procedures.
- Processes teller transactions accurately and timely (e.g., deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.).
- Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
- The incumbent also maintains current knowledge of competitor products, services, and current promotions.
- All other duties as assigned.
- High School Degree or GED required.
- Some work experience preferred.
- 1+ years of experience as a teller or personal banker is a plus.
- Prior banking experience is preferred but not required; open to candidates with proven success in hospitality, retail sales/service, or similar customer-facing roles.
- Must be detail oriented with excellent organizational skills.
- Team player with a strong desire to learn, exercise good leadership skills, independent judgment, discretionary thinking, creativity and be able to work in a fast‑paced environment.
- Strong knowledge of Microsoft Office preferred.
- Working knowledge of banking regulatory requirements.
- Knowledgeable about a wide variety of retail bank products and administrative support.
- Strong time management skills and attention to detail.
- Ability to communicate in a professional, accurate, and clear manner with internal and external stakeholders.
- Makes sound judgments regarding customer service and risk to the bank, effectively balancing both. Understands when to elevate a problem or situation to management for resolution.
- Continues to look for ways to complete tasks and duties efficiently, cost‑effectively, and productively, without sacrificing excellent customer service.
- Must be able to lift 30 pounds.
Usual office environment with frequent sitting, walking, standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity…
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