Universal Banker

Brentwood Bank; Bethel Park (Allegheny County); On-site; USD 32,000 - 42,000; Full time

Job summary

Brentwood Bank in Bethel Park, PA is seeking a Universal Banker to deliver personalized, friendly service while helping customers with all financial needs. You will establish and retain relationships, process transactions accurately, promote bank products, and guide customers toward suitable solutions.

The role requires a high school diploma, one year of customer-facing experience, and strong communication skills. Evening and Saturday hours, cash handling, and local branch travel are expected.

Qualifications

• High school diploma or equivalent.
• One year of customer-facing experience.
• Cash handling experience preferred but not required.
• Demonstrated superior customer service, sales, and interpersonal skills.
• Excellent organizational and time management/prioritization skills.
• Excellent computer skills.
• Physical requirements: standing, repetitive work, lifting up to 50 lbs, and ability to count currency.

Responsibilities

• Welcome every customer as they enter the branch; acknowledge by name, if known.
• Build relationships and provide outstanding customer service to all Bank customers while performing account transactions.
• Create superior and meaningful client-driven experience for each customer or potential customer.
• Coordinate internal and external customer service with other bank employees and departments.
• Take ownership of customer issues and personally guide customers through all interactions with the bank.

Skills

Customer-facing experience

Superior customer service

Sales skills

Interpersonal skills

Organizational skills

Time management

Excellent computer skills

Education

High school diploma

Job description

Over 100 years ago Brentwood Bank—operating as Tunnel Building & Loan at the time—set up temporary locations to help mill workers in the South Hills of Pittsburgh save and manage their money. The objective was straightforward: to provide practical financial support to the local community.

That approach continues to influence how the bank operates today.

Brentwood Bank focuses on supporting the long-term financial stability of the communities it serves. Because we operate as a community bank rather than a large regional or national institution, we have more flexibility in structuring solutions that each customer’s unique circumstances. This includes working with individuals, businesses, nonprofit organizations, and municipalities, taking the time to understand their specific financial needs, and creating practical solutions that fit.

The result is that Brentwood Bank customers tend to get more direct attention and less one‑size‑fits‑all treatment. When a banker genuinely understands your situation, the advice and products you receive are more likely to be useful. That’s good for you, and it just feels right to us.

That’s why our customers consider us a trusted financial neighbor rather than a bank. It’s how we see ourselves, too.

Summary Of Basic Function

As a Brentwood Bank Universal Banker, you are our customers’ front-line relationship banker responsible for delivering personalized, friendly service while helping our customers with all their financial service needs. The Universal Banker is responsible for establishing, developing, and retaining strong customer relationships; identifying and promoting additional bank products and services; accurately and courteously processing customer transactions; and maintaining accurate cash and transaction records. In addition, this role will act as a resource in identifying and resolving customer service issues through conversation with customers by listening to uncover financial needs and transition customers to Personal Bankers to further assist with their financial goals.

Essential Duties And Responsibilities

• Welcome every customer as they enter the branch; acknowledge by name, if known.
• Build relationships and provide outstanding customer service to all Bank customers while performing account transactions.
• Create superior and meaningful client-driven experience for each customer or potential customer.
• Coordinate internal and external customer service with other bank employees and departments.
• Take ownership of customer issues and personally guide customers through all interactions with the bank. Engage branch management when needed and provide full solutions for customers.
• Through conversation, listen to clues for financial opportunities during customer conversations, and then appropriately transition the customer to a Personal Banker.
• Understand and actively participate in attaining branch sales goals and objectives.
• Process customer deposits/withdrawals (including night bags), process loan payments, and cash checks.
• Actively promote bank and related products and services to customers and future customers.
• Review and maintain knowledge of products, fees, and policies to stay current with all Bank offerings.
• Comply with all Federal/State banking regulations and all bank operating and security policies and procedures.
• Maintain and accurately balance your teller cash drawer. Verify totals to generate proof sheet. Accurately balance transit and on-us checks and processes via Branch Capture.
• Assist in balancing the ATM/ITM and Main Cash Vault when applicable.
• Report any discrepancies to the supervisor, as necessary. Maintain daily work in good order. Safeguard confidential customer information.
• Promote a positive image of Brentwood Bank in the community through involvement in community events and other bank functions.
• Additional tasks and responsibilities may be assigned based on business need.

Knowledge, Skills, Abilities And Requirements

• High school diploma, GED, or equivalent experience.
• One year of experience in a customer-facing role
• Cash handling experiences preferred but not required.
• Demonstrated superior customer service, sales, and interpersonal skills.
• Excellent organizational and time management/prioritization skills.
• Excellent computer skills.
• Physical Requirements: prolonged standing (3-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1-10lbs, occasional lifting of up to 50lbs, ability to see and read fine print, must be able to distinguish and count currency.
• Job will require working evenings and Saturdays.
• Job may require local travel between branches or offsite travel for training.

Benefits

At Brentwood Bank, we know that great people make a great organization. We value our people and offer our employees a broad range of benefits to support the wellness for individuals and families.

Our People and Culture

Brentwood Bank is committed to a diverse, equitable, and inclusive culture that empowers our people to contribute their unique ideas and perspectives to make a difference. Brentwood Bank creates a strong relationship within the communities we serve and will continue to contribute our time, talent, and financial support to improve the areas where we live and work. Here, you will work alongside company leaders and industry pioneers who have proven experience and are committed to continuous innovation. Employees feel valued in all aspects of their lives, including both their professional and personal aspirations. We are looking to hire the best and brightest to help us continue to evolve and drive superior services.

Professional Development

From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and grow connect through mentorship. From on-the-job training to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.