Universal Banker

New Horizon Bank; Virginia (MN); On-site; USD 42,000 - 62,000; Full time

Job summary

New Horizon Bank is seeking a Premier Banker in Norfolk, VA. The role focuses on delivering high-touch client experiences, handling calls, appointments, account services, and premier banking needs with warmth and professionalism.

The position emphasizes relationship building, referrals, and collaboration with Marketing and Banking teams to enhance client loyalty and community presence.

Qualifications

• High school diploma required; college coursework or degree preferred.
• Minimum of 2 years of Universal Banker experience, preferably within a community banking environment.
• Demonstrated ability to deliver exceptional client service and build lasting relationships.
• Excellent verbal and written communication skills with a polished and professional phone presence.
• Strong organizational and multitasking skills; ability to manage appointments.

Responsibilities

• Serve as the voice of the bank, answering incoming calls, routing clients to the appropriate department.
• Act as a relationship ambassador, ensuring each client receives professional, solution-oriented, and welcoming experience.
• Capture and route leads from events to the appropriate bankers, ensuring timely follow-up and relationship development.
• Provide premier level banking services, assisting clients with account setup, digital banking, product education, and teller transactions.
• Manage appointment scheduling, ensuring a seamless and organized process for both clients and bankers.
• Open, maintain, and service deposit accounts with exceptional care and attention to detail.
• Serve as the primary point of contact for coordinating client visits to the Premier Banking Center.
• Collaborate with Marketing to plan client appreciation events and community sponsorships.

Skills

Client service

Organizational skills

Communication

Multitasking

Education

High school diploma

College coursework or degree preferred

Job description

New Horizon Bank is seeking a dynamic professional to serve as our Premier Banker at the Norfolk, VA location. This role plays a pivotal part in advancing the bank’s client experience strategy, providing personalized, high-touch service that reflects the sophistication and care of New Horizon Bank’s brand.

As the first point of contact for clients and callers, this individual sets the tone for every interaction—whether over the phone, in person, or through appointment-based premier banking. The Universal Banker ensures that each engagement is handled with professionalism, warmth, and attentiveness, creating an experience that deepens relationships and reinforces client loyalty.

Essential Duties and Responsibilities:

Client Experience

• Serve as the voice of the bank, answering incoming calls, resolving account-related inquiries when possible, and routing clients to the appropriate department.
• Act as a relationship ambassador, ensuring each client receives professional, solution-oriented, and welcoming experience.
• Collect client feedback and share insights with leadership to continuously enhance the client experience and inform the development of future concierge operations.
• Serve as a point of contact for select client inquiries, resolving issues promptly and professionally.
• Deliver “surprise and delight” touches— such as personal notes, gifts, or follow-ups for clients and board members.
• Collaborate with the Marketing team to plan and execute client appreciation events, employee functions, and community sponsorships.
• Capture and route leads from events to the appropriate bankers, ensuring timely follow-up and relationship development.
• Provide premier level banking services, assisting clients with account setup, digital banking, product education, and teller transactions.
• Manage appointment scheduling, ensuring a seamless and organized process for both clients and bankers.
• Open, maintain, and service deposit accounts with exceptional care and attention to detail.
• Serve as the primary point of contact for coordinating client visits to the Premier Banking Center.

Universal Banking & Relationship Support

• Partner with Treasury Management and Commercial Banking teams to open new accounts, onboard new clients, coordinate implementations, and ensure ongoing support.
• Provide additional support to retail branches and banking teams as needed to maintain consistency in service and delivery across the bank.

Office Management

• Greet and direct visitors, creating a professional and welcoming environment for all guests.
• Oversee office reception, manage supply inventory, and coordinate with IT, Facilities, and vendors as needed.
• Ensure the location operates efficiently and reflects the professionalism and brand standards of New Horizon Bank.

Required Knowledge, Skills, and Abilities:

• Demonstrated ability to deliver exceptional client service and build lasting relationships.
• Strong organizational and multitasking skills, with the ability to manage appointments and client scheduling.
• Excellent verbal and written communication skills, with a polished and professional phone presence.
• Proven ability to handle multiple priorities with professionalism and discretion.

Education and Experience:

• High school diploma required; college coursework or degree preferred.
• Minimum of 2 years of Universal Banker experience, preferably within a community banking environment.