Relationship-Driven Universal Banker

ACCESS BANK; La Vista (NE); On-site; USD 34,000 - 42,000; Full time

Job summary

ACCESSbank in La Vista, NE is hiring a Universal Banker to deliver a high-quality client experience across interactions. You will engage clients, assess financial needs, and tailor solutions while ensuring accuracy in deposits, withdrawals, transfers, and account servicing.

The role emphasizes relationship building, compliance with BSA/KYC, and active listening. You will open accounts, introduce products, and support daily branch operations with professionalism, integrity, and a team-first

Qualifications

• High school diploma or equivalent.
• Six months to one year of banking or related experience in the sales or financial industry.
• Demonstrated excellent customer service and communication skills (written, verbal, listening).
• Effective selling, cross-selling, and referral skills.
• Detail-oriented, well-organized, and the ability to work independently as well as part of a team.
• Proficiency with computers.

Responsibilities

• Deliver a welcoming and engaging experience by acknowledging clients promptly, using names when possible, and maintaining a positive, attentive presence.
• Answer and manage incoming calls by actively assisting clients, resolving needs when possible, and ensuring a professional and supportive experience.
• Engage clients in meaningful conversation to understand needs and provide appropriate support beyond the immediate transaction.
• Process routine transactions accurately and efficiently, including deposits, withdrawals, transfers, and account servicing activities.
• Use each interaction as an opportunity to build rapport and create a positive, personalized experience.
• Maintain and balance cash drawer daily; assist with vault, ATM, and night depository functions as needed.
• Execute branch operational tasks including branch capture, transaction processing, and system navigation.
• Ensure compliance with all Bank policies, procedures, and applicable regulations, including BSA, CTR reporting, and KYC protocols.
• Accurately process transactions within established authority limits, exercising sound judgment when exceptions arise.
• Assist with basic account opening activities, including gathering client information, preparing documentation, and supporting account setup.
• Engage clients in conversation to understand immediate needs and introduce appropriate products and services.
• Provide a clear and positive onboarding experience, including basic education on account features and digital tools
• Begin developing consultative banking skills, including active listening, curiosity, and confidence in recommending solutions
• Apply sound judgment in client interactions, seeking to resolve needs at the point of contact whenever possible
• Demonstrate professionalism, integrity, and accountability in all interactions
• Support team operations and assist with additional branch responsibilities as needed

Skills

Customer service

Communication

Multitasking

Sales skills

Education

High School diploma

Tools

Proficient with computers

Job description

ACCESSbank in La Vista, NE is hiring a Universal Banker to deliver a high-quality client experience across interactions. You will engage clients, assess financial needs, and tailor solutions while ensuring accuracy in deposits, withdrawals, transfers, and account servicing.

The role emphasizes relationship building, compliance with BSA/KYC, and active listening. You will open accounts, introduce products, and support daily branch operations with professionalism, integrity, and a team-first