Universal Banker: Drive Digital Sales & Service Excellence

Northwest-Bank; Columbus (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Northwest in Columbus, OH is seeking a Universal Banker to deliver exceptional service at every customer touchpoint and to drive sales by opening accounts and tailoring financial solutions.

You will handle deposits, payments, disputes, and card replacements, build relationships, collaborate with advisors, and utilize digital tools to provide a seamless banking experience. The role emphasizes teamwork and customer-centric care.

Qualifications

• Education: High School Diploma or equivalent preferred.
• Banking/retail or sales/customer service experience preferred.
• Ability to work in a team and communicate clearly.

Responsibilities

• Greet customers and guide their experience at the Financial Center.
• Process transactions such as deposits, payments, and checks accurately.
• Identify customer needs, offer tailored solutions, and refer to experts as needed.
• Open accounts and cross-sell deposit, insurance, investment, and lending products.
• Collaborate with Financial Advisors and other bankers to build relationships.

Skills

Customer service

Sales

Communication

Teamwork

Financial services

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Northwest in Columbus, OH is seeking a Universal Banker to deliver exceptional service at every customer touchpoint and to drive sales by opening accounts and tailoring financial solutions.

You will handle deposits, payments, disputes, and card replacements, build relationships, collaborate with advisors, and utilize digital tools to provide a seamless banking experience. The role emphasizes teamwork and customer-centric care.