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

Job Details

Level: Entry

Job Location: LaVista Location - LaVista, NE 68128

Position Type: Full Time

Education Level: High School

Travel Percentage: None

Job Shift: Day

Job Category: Banking

ACCESSbank is a locally owned community bank based in Omaha, built on strong relationships, high-touch service, and a deep commitment to the communities we serve. Since opening in 2007, we’ve grown into a top 10 bank in our market while remaining intentionally local and people-first.

We’re proud to be recognized as a Best Bank to Work For by American Banker, Best Bank by B2B Magazine, and a Forbes Best-in-State Bank. Most importantly, we’re proud of the trust our clients place in us and the role our employees play in helping relationships and communities thrive.

Ready to jump into a new opportunity? ACCESSbank is hiring for a Universal Banker. Universal Bankers operate as relationship-focused, consultative professionals responsible for delivering a high-quality client experience across all interactions. While operational accuracy and transaction execution remain critical, success in this role is defined by the ability to engage clients in meaningful conversation, understand financial needs, and deliver tailored solutions that deepen relationships and enhance the overall client experience.

Primary responsibilities will include:

• 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

Qualifications

• High school diploma or equivalent experience.
• 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.
• Self-motivated/takes initiative.
• Proficiency with computers.
• Ability to effectively work on multiple projects simultaneously, managing time and resources to ensure that work is completed efficiently and within established timeframes.

Why Join ACCESSbank

Growth & Development

Competitive compensation, strong benefits, and real opportunities to grow your career through learning, collaboration, and leadership support.

Community Commitment

Paid volunteer hours, employee-led service initiatives, and meaningful investment in the communities we serve.

Local Decision-Making

No distant headquarters and no majority owner. Decisions are made locally by people who know the market and care deeply about our clients and team.

The ACCESSway

A shared commitment to integrity, teamwork, and delivering exceptional experiences for both clients and colleagues.

If you’re looking for a workplace where relationships matter, your contributions are valued, and your work makes a difference, we invite you to explore a career with ACCESSbank.

This position is available at our Lavista location. If you are interested in this opportunity, follow this link:

https://www.paycomonline.net/v4/ats/web.php/portal/75D8B003B63F747E503B11AA805BB99A/jobs/381826

ACCESSbank is an EEO Employer/Vet/Disabled