Universal Banker: Customer-Driven Banking & Solutions

Northwest Bank; New Albany (IN); On-site; USD 32,000 - 46,000; Full time

Job summary

Northwest Bank in New Albany, Indiana, seeks a Universal Banker to deliver excellent customer service and coordinate lobby operations. You will handle deposits, payments, card replacements, and disputes while driving sales by opening accounts and recommending banking products.

The role emphasizes relationships, financial wellness conversations, and cross-functional collaboration with Advisors and Bankers to build a strong pipeline of referrals and ensure compliance with policies.

Qualifications

• Greet customers and guide their experience in the Financial Center.

Responsibilities

• Greet customers and determine the best way to manage their experience.
• Build relationships and provide exceptional service.
• Identify needs and suggest tailored banking solutions or refer to experts.
• Process deposits, payments, and other transactions accurately.
• Spot cross-sell opportunities for deposits, insurance, investments and lending.
• Collaborate with Financial Advisors, LRMs, Mortgage and Business Bankers.

Skills

Customer service

Sales

Communication

Teamwork

Education

High School Diploma or equivalent

Tools

Microsoft Office

Banking software

Job description

Northwest Bank in New Albany, Indiana, seeks a Universal Banker to deliver excellent customer service and coordinate lobby operations. You will handle deposits, payments, card replacements, and disputes while driving sales by opening accounts and recommending banking products.

The role emphasizes relationships, financial wellness conversations, and cross-functional collaboration with Advisors and Bankers to build a strong pipeline of referrals and ensure compliance with policies.