Universal Banker I

GBCIB; California (MO); Hybrid; USD 32,000 - 42,000; Full time

Job summary

GBCIB is seeking a Customer Service Associate to deliver a high-quality banking experience by processing transactions, assisting with account openings, and identifying customer needs. You will build relationships, offer suitable financial solutions, and maintain compliance in a fast-paced branch environment.

The role emphasizes accuracy, proactive problem-solving, and a White Glove service approach, supporting branch goals and customer satisfaction.

Qualifications

• High school diploma or equivalent.
• 1-2 years cash handling, customer service, or sales experience.
• Strong verbal and written communication skills.

Responsibilities

• Serve as a trusted point of contact for customers by identifying financial needs and delivering appropriate banking solutions.
• Perform a broad range of branch activities including transaction processing and account opening with accuracy and compliance.
• Build and deepen customer relationships by proactively engaging customers and connecting them with products and services.
• Support branch sales, service, and promotional initiatives to enhance customer experience and branch performance.
• Assist leadership with daily operational activities such as transaction approvals, balancing, and reporting.

Skills

Cash handling

Customer service

Sales experience

Verbal communication

Written communication

Education

High school diploma or equivalent

Job description

Description

Job Summary

Delivers a personalized, high-quality banking experience by providing efficient and professional transaction services, conducting needs-based conversations, and assisting customers with account opening and other banking solutions. Builds strong customer relationships by identifying financial needs, resolving inquiries, and ensuring a seamless White Glove service experience during every interaction.

Essential Job Functions

• Serve as a trusted point of contact for customers by identifying financial needs, providing appropriate banking solutions, and delivering a personalized, high-quality service experience that contributes to the success of the branch.
• Perform a broad range of branch activities, including transaction processing, account opening, customer servicing, problem resolution, and referral generation while ensuring accuracy, compliance, and operational excellence.
• Build, maintain, and deepen customer relationships by proactively engaging customers, understanding their needs, and connecting them with products and services that support their financial goals.
• Support branch sales, service, and promotional initiatives by adapting to changing business needs, identifying opportunities to enhance the customer experience, and contributing to branch performance objectives.
• Assist branch leadership with daily operational activities, including transaction approvals, reporting, balancing, and other branch support functions to ensure efficient branch operations.
• Collaborate with branch staff and internal departments to deliver a seamless customer experience and resolve customer needs in a timely and professional manner.
• Perform other duties and special projects as assigned.

Qualifications/Requirements

• High school diploma or equivalent.
• At least 1-2 years of cash handling, customer service, or sales experience.
• Ability to exchange non-routine information using tact and persuasion as appropriate.
• Strong verbal and written communication skills.