Universal Banker

Peoples Bank Master; Claremont (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Peoples Bank in Claremont, NC is hiring an Experienced Universal Banker. You will deliver a high-quality customer experience by combining accurate transactions with consultative service and relationship-building conversations.

In this role you support teller and platform duties, identify financial needs, connect customers to banking solutions and digital tools, and maintain strong cash controls and compliance while contributing to branch growth and customer retention.

Qualifications

• High School diploma or equivalent required.
• 1-3 years of banking, retail sales, or customer service preferred.
• Cash-handling experience preferred.

Responsibilities

• Deliver a consistent, high-quality customer experience by combining accuracy and consultative service.
• Support teller and platform responsibilities within the branch while engaging customers in conversations.
• Own each customer interaction from start to finish and maintain cash controls and compliance.
• Identify financial needs and connect customers to banking solutions, digital tools, and partners.
• Contribute to branch growth, customer retention, and achievement of scorecard goals.

Skills

Customer service

Relationship building

Active listening

Sales ability

Attention to detail

Multi-tasking

Banking systems

CRM tools

Education

High School diploma

Tools

CRM software

Banking systems

Job description

Job Details: Level: Experienced, Job Location: Claremont - Claremont, NC 28610, Position Type: Full Time, Position Summary

The Universal Banker delivers consistent, high-quality customer experience by combining transaction accuracy, operational discipline, consultative service, and relationship-based banking. This role supports both teller and platform responsibilities within the branch while engaging customers in meaningful conversations, identifying financial needs, and connecting them to appropriate banking solutions, digital tools, and internal business partners. The Universal Banker is accountable for owning each customer interaction from start to finish, maintaining strong cash controls and compliance standards, recognizing referral opportunities, and contributing to branch growth, customer retention, and overall performance goals. This position supports Peoples Bank's mission, core values, and customer-focused sales culture by consistently delivering an Exceptional Customer Experience (ECX).

Qualifications: Education and Experience

• High School diploma or equivalent required
• 1-3 years of experience in banking, retail sales, or customer service preferred
• Cash-handling experience preferred

Knowledge, Skills, and Abilities

• Strong customer service skills with a relationship-building mindset
• Effective communication and active listening skills
• Sales and problem-solving ability with a consultative approach
• Attention to detail and commitment to accuracy
• Ability to multi-task and adapt in a fast-paced environment
• Proficiency with banking systems, CRM tools, and technology
• Deliver a consistent, high-quality customer experience aligned with ECS standards
• Engage customers through proactive, needs-based conversations
• Demonstrate accountability for customer outcomes and personal performance
• Meet assigned scorecard goals and maintain high transaction accuracy
• Collaborate effectively to achieve branch and team goals
• Maintain consistent referral and customer follow-up activity aligned with branch goals