Relationship Banking Specialist

ACCESSbank, Omaha Nebraska

Omaha (NE)

On-site

USD 40,000 - 52,000

Full time

3 days ago
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Job summary

ACCESSbank in Omaha, NE is hiring a Universal Banker who will deliver a high-quality client experience across all interactions. You will engage clients in meaningful conversations, understand financial needs, and provide tailored solutions that deepen relationships and trust.

In this role you will handle routine transactions, support account services, and comply with all policies and regulations. The position offers opportunities to grow, with a locally focused team and a community-first mindset.

Qualifications

  • High school diploma or equivalent.
  • Six months to one year of banking or related experience in sales or financial industry.
  • Excellent customer service and communication skills (written, verbal, listening).
  • Effective selling, cross-selling, and referral skills.
  • Detail-oriented, well-organized, and able to work independently or in a team.
  • Self-motivated with initiative.
  • Proficiency with computers.
  • Ability to manage multiple projects within established timeframes.

Responsibilities

  • Deliver a welcoming, engaging experience and greet clients by name when possible.
  • Answer and handle incoming calls, resolve needs when possible, maintain professionalism.
  • Engage clients in conversations to understand needs and offer appropriate support.
  • Process routine transactions accurately (deposits, withdrawals, transfers, servicing).
  • Balance cash drawer daily; assist with vault, ATM, and night depository functions.
  • Execute branch tasks including capture, processing, and system navigation.
  • Ensure compliance with Bank policies and regulations (BSA, CTR, KYC).
  • Assist with basic account opening and documentation.
  • Provide onboarding education on account features and digital tools.
  • Develop consultative banking skills and professional client conversations.

Skills

Customer service
Communication skills
Cross-selling
Sales skills
Computer proficiency
Time management
Independent worker

Education

High school diploma or equivalent

Job description

ACCESSbank in Omaha, NE is hiring a Universal Banker who will deliver a high-quality client experience across all interactions. You will engage clients in meaningful conversations, understand financial needs, and provide tailored solutions that deepen relationships and trust.

In this role you will handle routine transactions, support account services, and comply with all policies and regulations. The position offers opportunities to grow, with a locally focused team and a community-first mindset.

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