Universal Banker

Paycom; Omaha (NE); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

Competitive compensation

Strong benefits

Paid volunteer hours

Employee-led service initiatives

Community investment

Job summary

ACCESSbank in Omaha seeks a Universal Banker to deliver a high-quality client experience across interactions. You will engage clients, understand financial needs, and provide tailored solutions that deepen relationships and enhance the overall client experience.

The role emphasizes consultative banking, inbound/outbound conversations, and accurate processing of transactions while upholding regulatory compliance. Midtown location with opportunities to grow and serve the local community.

Qualifications

• High school diploma or equivalent.
• Six months to one year of banking or related experience in the sales or financial industry.
• Excellent customer service and communication skills (written, verbal).
• Effective selling, cross-selling, and referral skills.
• Detail-oriented, well-organized, and able to work independently as well as part of a team.
• Self-motivated with initiative.
• Proficiency with computers.

Responsibilities

• Provide welcoming, engaging experiences and greet clients by name when possible.
• Answer and manage incoming calls; resolve client needs and provide professional support.
• Process routine transactions (deposits, withdrawals, transfers, servicing).
• Maintain cash drawer and assist with vault, ATM, and night depository operations as needed.
• Ensure compliance with Bank policies, BSA, CTR, and KYC regulations.
• Assist with basic account opening activities and onboarding education on features and digital tools.
• Support branch operations and participate in additional responsibilities as needed.

Skills

Customer service

Communication

Sales

Cross-selling

Referral skills

Multitasking

Computer literacy

Education

High school diploma or equivalent

Tools

Computer proficiency

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 presenceAnswer and manage incoming calls by actively assisting clients, resolving needs when possible, and ensuring a professional and supportive experienceEngage clients in meaningful conversation to understand needs and provide appropriate support beyond the immediate transactionProcess routine transactions accurately and efficiently, including deposits, withdrawals, transfers, and account servicing activitiesUse each interaction as an opportunity to build rapport and create a positive, personalized experienceMaintain and balance cash drawer daily; assist with vault, ATM, and night depository functions as neededExecute branch operational tasks including branch capture, transaction processing, and system navigationEnsure compliance with all Bank policies, procedures, and applicable regulations, including BSA, CTR reporting, and KYC protocolsAccurately process transactions within established authority limits, exercising sound judgment when exceptions ariseAssist with basic account opening activities, including gathering client information, preparing documentation, and supporting account setupEngage clients in conversation to understand immediate needs and introduce appropriate products and servicesProvide a clear and positive onboarding experience, including basic education on account features and digital toolsBegin developing consultative banking skills, including active listening, curiosity, and confidence in recommending solutionsApply sound judgment in client interactions, seeking to resolve needs at the point of contact whenever possibleDemonstrate professionalism, integrity, and accountability in all interactionsSupport team operations and assist with additional branch responsibilities as neededHigh 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 skillsDetail-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 ACCESSbankGrowth & DevelopmentCompetitive compensation, strong benefits, and real opportunities to grow your career through learning, collaboration, and leadership support.Community CommitmentPaid volunteer hours, employee-led service initiatives, and meaningful investment in the communities we serve.Local Decision-MakingNo 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 ACCESSwayA 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. If you are interested in this opportunity, follow this link:https://www.paycomonline.net/v4/ats/web.php/portal/75D8B003B63F747E503B11AA805BB99A/jobs/399252ACCESSbank is an EEO Employer/Vet/Disabled