Senior Experience Expert

Paycom - ATS; Omaha (NE); On-site; USD 45,000 - 65,000; Full time

Job summary

Core Bank is seeking a Senior Universal Banker in Omaha to deliver a high-touch, relationship-focused banking experience. You will engage with retail clients, uncover needs, and guide them through deposits, loans, and digital services with independence and accountability.

The role emphasizes proactive outreach, cross-team collaboration, and compliant operations. A strong track record in consultative sales and excellent communication will help you help customers achieve their financial goals.

Qualifications

• Two or more years of retail banking experience with exposure to complex client relationships and operational responsibility.
• Track record of building trust and growing relationships through consultative, needs-based conversations.
• Comfortable across core banking systems, teller platforms, digital service tools, and Microsoft Office; quick to adapt to new tools.

Responsibilities

• Build and deepen client relationships.
• Deliver high-touch service across transaction types and needs-based conversations.
• Open, close, and maintain personal and business accounts efficiently.
• Provide timely follow-up, issue resolution, and continuity of service.
• Grow deposits and loans through proactive outreach and referrals.
• Recognize referral opportunities and coordinate with partners when needed.
• Maintain compliance and accurate documentation; support daily banking center operations.

Skills

Retail banking experience

Needs-based selling

Relationship building

Microsoft Office

Digital service tools

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree preferred

Tools

Core banking systems

Teller platforms

Digital service tools

Job description

Company OverviewCore Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our Recipe for Awesome—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.Senior Universal BankerCore Bank is a community bank built on relationships, not transactions — and we are looking for a Senior Universal Banker to be a driving force behind the experience our Omaha customers count on. This is a role for someone who has moved past the basics: you work independently, you hear what a customer needs before they finish the sentence, and you know when to solve it yourself and when to bring in an expert. If you live for the moment a customer walks away thinking “that was easy,” this is your seat.What you’ll doNo two days look the same. You will move fluidly between client engagement, operational execution, and business development, always with the customer at the center.Build and deepen client relationshipsDeliver a consistent, high-touch experience across all transaction types — from routine servicing to relationship-deepening conversations.Open, close, and maintain personal and business accounts and products accurately and efficiently.Be a reliable point of contact for timely follow-up, issue resolution, and continuity of service, advancing next steps and confirming outcomes on your own.Grow relationships through needs-based sellingUse structured discovery to uncover stated and unstated needs, then align the right deposit, lending, digital, and service solutions.Present options tied to what matters to the customer, explain the pros and considerations, and close straightforward opportunities.Recognize referral opportunities and coordinate warm handoffs to our mortgage, treasury, commercial banking, and wealth partners when a need exceeds retail scope.Support deposit and loan growth through proactive outreach, relationship expansion, and consistent follow-up that leads to repeat visits and referrals.Own service recovery and problem resolutionIndependently resolve most service failures end to end. Find the root cause and offer solutions based on the customer’s needs.Follow up to confirm resolution and restore trust; escalate high-risk or high-value concerns appropriately, with complete documentation.Keep operations sound and compliantProcess teller transactions accurately and efficiently.Support daily banking center operations, including new accounts, account servicing, teller activity, and lending support.Apply regulatory and compliance requirements across varied scenarios; identify and stop potential compliance risks and document decisions accurately, without prompting.Lift up the teamProvide as-needed guidance, knowledge-sharing, and coverage to colleagues.Model Core Bank’s service non-negotiables and reinforce best practices through consistent execution and follow-through.You are a proficient, reliable performer who does not need a playbook for every situation. You are curious about people, calm under pressure, and driven to get to “yes” the right way.Two or more years of retail banking experience with exposure to complex client relationships and real operational responsibility.A track record of building trust and growing relationships through consultative, needs-based conversations.Comfortable across core banking systems, teller platforms, digital service tools, and Microsoft Office, and quick to adopt what comes next.Strong judgment to know when to close an opportunity yourself and when to bring in a subject-matter expert or business-line partner.Self-motivated with accountability, follow-through, and the discretion to protect confidential information.High school diploma or equivalent required (Associate’s or Bachelor’s degree preferred).Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.