Universal Banker - Customer-Focused Banking & Sales

North American Savings Bank; Excelsior Springs, Northern (MO, KY); Hybrid; USD 34,000 - 42,000; Full time

Benefits offered by this job

Sign-On Bonus

401(k) match

Paid time off

Job summary

North American Savings Bank (NASB) in Excelsior Springs, MO, is seeking a Universal Banker to deliver outstanding customer service and promote NASB products. You will greet customers, open accounts, and support branch sales with a focus on service excellence.

You will assess customer needs, provide referrals to mortgage sales, perform daily operations, and ensure cash controls and CIP compliance. The role requires strong communication and the ability to learn NASB products quickly.

Qualifications

• High school diploma, GED or foreign equivalent required; college degree or military equivalent preferred.
• One year experience in Retail or Sales engaging with customers and making product recommendations leading to sales or relevant experience required.
• Credit and background checks will be required.
• Ability to work branch hours Monday - Friday and alternate Saturday mornings.
• Ability to learn products, services, and procedures quickly and accurately.
• Financial management and responsibility skills.
• Excellent communication skills with adaptability to NASB products/services.
• Basic math skills and currency denomination recognition.
• Time management and organizational skills; detail-oriented and thorough.
• Bilingual desirable, but not required.
• Sound judgment and decision-making abilities.
• Ability to lift/carry up to 25 pounds occasionally.

Responsibilities

• Provide outstanding customer service and greet customers entering the bank; answer phones and take ownership of interactions (support mortgage sales referrals).
• Assist customers in selecting accounts and financial services; administer accounts and support retention while meeting sales/service goals.
• Resolve problems or questions to ensure customer satisfaction; maintain positive, friendly, and professional attitude.
• Support branch marketing activities and promotions; perform daily operations including opening accounts, cash handling, balancing, and CIP compliance.
• Adhere to policies including BSA/AML compliance.

Skills

Customer service

Sales experience

Communication skills

Bilingual desirable

Cash handling

Education

High school diploma/GED

College degree or military equivalent preferred

Job description

North American Savings Bank (NASB) in Excelsior Springs, MO, is seeking a Universal Banker to deliver outstanding customer service and promote NASB products. You will greet customers, open accounts, and support branch sales with a focus on service excellence.

You will assess customer needs, provide referrals to mortgage sales, perform daily operations, and ensure cash controls and CIP compliance. The role requires strong communication and the ability to learn NASB products quickly.