Universal Banker: Grow Client Portfolios & Accounts

Security National Bank; Omaha (NE); On-site; USD 36,000 - 48,000; Full time

Job summary

Security National Bank in Omaha seeks a customer service and account specialist to open and maintain customer deposits and loans, ensure document accuracy, and support transactions. You will educate customers on online banking, follow CIP and regulatory policies, and help manage branch operations with accuracy.

The role requires high school diploma and at least 1 year in banking, strong cash handling, and excellent communication. Standard hours are Monday–Friday with alternating Saturdays.

Qualifications

• High school diploma or equivalent required.
• At least 1 year banking or financial experience preferred.
• Strong cash handling and accuracy required.
• Excellent communication and customer service skills.

Responsibilities

• Opens, closes and maintains customer deposit and loan accounts with disclosures.
• Adheres to CIP during account opening and loan applications.
• Educates customers on online banking and enrolls them.
• Balances cash drawer and adheres to security procedures.
• Maintains customer confidentiality and compliance with regulations.

Skills

Customer service

Cash handling

Attention to detail

Notary

Education

High School diploma or equivalent

Tools

Banking systems

Microsoft Office

Job description

Security National Bank in Omaha seeks a customer service and account specialist to open and maintain customer deposits and loans, ensure document accuracy, and support transactions. You will educate customers on online banking, follow CIP and regulatory policies, and help manage branch operations with accuracy.

The role requires high school diploma and at least 1 year in banking, strong cash handling, and excellent communication. Standard hours are Monday–Friday with alternating Saturdays.