Universal Banker

ACCESSbank, Omaha Nebraska; Omaha (NE); On-site; USD 38,000 - 54,000; Full time

Job summary

ACCESSbank in Omaha, NE is seeking a Universal Banker to serve clients with a consultative, relationship-focused approach. You will handle routine transactions, open basic accounts, and introduce tailored solutions that deepen client relationships.

This role emphasizes active listening, accuracy, and compliance, with opportunities to grow product knowledge and customer service skills while delivering a high-quality client experience.

Qualifications

• Strong customer service and communication skills.
• Ability to process routine transactions accurately.
• Demonstrated professionalism, integrity and accountability.

Responsibilities

• Deliver a welcoming, engaging client experience using names when possible.
• Assist with deposits, withdrawals, transfers, and account servicing accurately.
• Engage clients to understand needs and offer tailored banking solutions.
• Maintain cash drawer and assist with vault, ATM, and night depository functions.
• Ensure compliance with Bank policies, including BSA, CTR, and KYC.
• Support basic account openings and onboarding for new clients.

Job description

Overview

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.

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