Universal Banker: Build Relationships & Drive Growth

BOT Career Opportunities; Franklin (TN); On-site; USD 32,000 - 52,000; Full time

Job summary

BOT Career Opportunities seeks an Universal Banker to deliver outstanding customer experiences by assisting customers with banking needs, transactions, account opening, lending, and digital services. You will support outreach, sales campaigns, and cross-sell products while ensuring consistency across channels.

The role requires professionalism, initiative, and the ability to work with branch leadership, participate in trainings, and maintain regulatory compliance.

Qualifications

• High school diploma or equivalent required.
• Six months of previous customer service, cash handling or retail experience preferred.

Responsibilities

• Establish a professional presence in the community as a representative of the Bank.
• Assist customers with transactions, account opening, lending, and digital banking needs.
• Refer customers to other bank areas like Commercial, Mortgage, or Investment divisions when appropriate.
• Identify cross-selling opportunities and promote bank products to customers.
• Maintain accurate transactions and comply with policies and procedures.
• Support sales campaigns, outreach, and market growth initiatives as assigned.
• Provide backup support for Call Center and ITM operations to ensure a seamless experience.

Skills

Active listening

Bank product knowledge

Multi-tasking

Self-motivated

Training retention

Sales skills

Attention to detail

Professional appearance

Education

High school diploma

Job description

BOT Career Opportunities seeks an Universal Banker to deliver outstanding customer experiences by assisting customers with banking needs, transactions, account opening, lending, and digital services. You will support outreach, sales campaigns, and cross-sell products while ensuring consistency across channels.

The role requires professionalism, initiative, and the ability to work with branch leadership, participate in trainings, and maintain regulatory compliance.