Universal Banker

Northwest Bank

Fishers, IN, US
Process deposits and payments efficiently
Identify cross-sell opportunities for accounts
Greet customers and manage lobby experience
The Universal Banker serves as a single point of contact for a wide range of banking needs including deposits, payments, and disputes

Job Summary

  • The Universal Banker serves as a single point of contact for a wide range of banking needs including deposits, payments, and disputes.
  • This role is responsible for driving sales by opening accounts, identifying customer needs, and recommending tailored banking solutions.
  • Employees must demonstrate ownership of follow-up items and deliver coaching to tellers on digital capabilities and transaction processing.

Matching Summary

The Universal Banker serves as a single point of contact for a wide range of banking needs including deposits, payments, and disputes.

Skills & Requirements

Must-have

  • Process deposits and payments efficiently
  • Identify cross-sell opportunities for accounts
  • Greet customers and manage lobby experience
  • Utilize Financial Wellness conversations
  • Navigate Microsoft Office and bank systems

Nice-to-have

  • Outbound calling and outreach activities
  • Foster teamwork in the Financial Center
  • Build new customer relationships
  • Provide coaching to tellers
  • Establish partnerships with advisors

Key Requirements

  • High School Diploma or equivalent preferred
  • Less than one year banking experience
  • Less than one year sales experience
  • Customer service experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter