Universal Banker

Universal Banker Finance Jobs

2 jobs found

1mo ago

Universal Banker - Sitka Financial Center, Part Time 20hrs/wk

Northrim Bank Sitka, AK

Sitka, AK

1mo ago Closed

$22+/hr Part time Banking Branch Banking Client Relations

This position is no longer accepting applications (closed Sep 11, 2026).

Job Description

Join Northrim Bank in Sitka, AK as a Part-Time Universal Banker working 20 hours per week at the Sitka Financial Center. This retail banking role supports customers with everyday transactions and service, while helping them connect with the right products and services. Levels range from UB I through UB III, with added leadership expectations at the highest tier.

Role Overview

As a Universal Banker, you serve as the customer-facing point of contact while processing banking activity and contributing to a positive teller and customer experience. The position includes assisting with routine account needs, supporting deposits, withdrawals, and loan payments, and using ongoing training to stay current on regulations and new systems. Universal Banker III also takes on added responsibility when management is away and may mentor teammates.

Responsibilities

Greet customers, handle transactions, and create a better day-to-day banking experience.
Support a range of requests, including deposits, withdrawals, account management, and loan payments.
Build customer understanding to help them plan, save, and work toward financial success.
Recommend products and services that make a measurable difference for customers.
Learn new systems, keep up with regulations, and develop skills through ongoing training.
For UB III: step in when management is away, mentor new teammates, and help ensure smooth branch operations.

Requirements

Universal Banker I: 6+ months in cash-handling, retail, or hospitality.
Universal Banker II: 1+ year in banking OR 2+ years in customer service/cash-handling.
Universal Banker II: a degree in a related field can replace experience.
Universal Banker III: 3+ years of banking experience.
Universal Banker III: leadership and mentoring experience preferred.
Universal Banker III: able to run the branch in a pinch.
Strong communication and people skills.
Detail-driven, highly organized, and effective under pressure.
Tech-savvy with MS Office and banking software.
Team player who is a self-starter and a fast learner.

Technologies

MS Office
Banking software

Benefits

Medical, Dental and Vision insurance, including FSA (Flex Spending Account)
Paid Time Off to include select paid holidays
Retirement Benefits with generous 401K match
Paid Parental Leave
Education Assistance
Employee Assistance Program
Employee Wellness Program

Pay

Pay depends on experience. The minimum for Universal Banker I is $22.00 per hour.

Hiring Information: Part-Time, Non-Exempt, Department: Retail Banking, Level: Entry to Senior (UB I–III), Grade 11 or 12.

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6mo ago

Senior Sales & Service Representative - Southpoint (Universal Banker)

First Citizens Bank Durham, NC

Durham, NC

6mo ago Closed

Full time Senior Banker Banking

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Are you a people-person? Be a First Citizens person. Join our branch team and make a difference. In this Senior Sales & Service Representative role, you will support sales and service delivery within the branch. You will build and expand banking relationships through proactive customer outreach and handling service requests. You’ll fulfill deposit accounts, payment solutions and digital access products, and identify and refer sales opportunities to the appropriate bank partner. You adapt to the branch's needs, delivering customer service in both transaction processing and sales capacities.

Demonstrated strengths

Influence: Capable of building rapport with different personalities to drive positive results.
Sales Outreach: Self-starter disciplined to manage daily calling activity to achieve required results.
Communication (Interpersonal): Comfortable and confident with proactively engaging in conversation.
Customer Service: Demonstrates professionalism and empathy in customer interactions.
Adaptability: Learns quickly and adapts to new information and technology.
Teamwork: Builds strong working relationships with team members and cross-functional colleagues.
Flexibility: Handles multiple demands and shifts priorities to ensure efficient work.
Agility: Processes information effectively and moves quickly through problem resolution.

Responsibilities

Sales: Achieve individual and/or team financial, production and relationship results relative to assigned metrics and goals. Ensure alignment with community needs and support the organization's commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community by attending and participating in civic and community events to generate additional business and identify potential CRA opportunities. Practice sales methods that create value for both customer and bank. Plan and prepare to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards: Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversations to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs. Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities to optimize performance.
Operations and Administration: Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, th

Location

7101 Fayetteville Road, Durham, NC 27713

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Universal Banker Finance Jobs

Universal Banker - Sitka Financial Center, Part Time 20hrs/wk

Senior Sales & Service Representative - Southpoint (Universal Banker)

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