Universal Banker

ACCESSbank, Omaha Nebraska; Omaha (NE); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Competitive compensation

Paid volunteer hours

Employee-led service initiatives

Job summary

ACCESSbank in Omaha, NE is seeking a Universal Banker to deliver high-quality client experiences across all interactions. The role emphasizes consultative conversations, understanding financial needs, and providing tailored solutions to deepen relationships.

Responsibilities include processing routine transactions, opening accounts, and cross-selling products while maintaining accuracy, compliance, and exceptional customer service in a local, community-focused setting.

Qualifications

• Excellent customer service and communication skills (written, verbal, listening)
• Effective selling, cross-selling, and referral skills
• Detail-oriented, well-organized, and able to work independently or in a team
• Self-motivated and takes initiative
• Proficiency with computers and multitasking across projects
• Ability to manage time and resources to meet deadlines

Responsibilities

• Deliver a welcoming and engaging experience for clients; acknowledge clients by name when possible
• Process routine transactions accurately and efficiently (deposits, withdrawals, transfers, account servicing)
• Assist with basic account opening activities and gather client information
• Engage clients in conversation to understand needs and introduce appropriate products and services
• Maintain and balance cash drawer; support vault, ATM and night depository functions
• Ensure compliance with bank policies and regulations (BSA, CTR, KYC)
• Support branch operations and other responsibilities as needed

Skills

Customer service

Communication

Sales / cross-selling

Proficiency with computers

Time management

Teamwork

Education

High school diploma or equivalent (incl. 6–12 months banking experience)

Job description

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
• 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 Midtown location.

ACCESSbank is an EEO Employer/Vet/Disabled