Universal Banker, Independence

North American Savings Bank; Independence (MO); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Paid time off and holidays

Job summary

North American Savings Bank (NASB) seeks an enthusiastic Universal Banker for its Independence branch. You will deliver friendly, knowledgeable service, open and manage accounts, and promote NASB products. Referrals to mortgage sales are encouraged to support customers’ dreams.

You will resolve issues, balance daily operations, and ensure compliance with BSA/AML and CIP requirements. A strong customer-service mindset plus cash handling skills are essential.

Qualifications

• High school diploma or GED required; college degree preferred.
• One year of retail or sales experience with customer interactions.
• Credit and background checks will be required.
• Ability to work Monday–Friday with some Saturday mornings.
• Ability to learn NASB products quickly and accurately.
• Strong math, cash handling, and problem-solving skills.
• Bilingual desired, but not required.

Responsibilities

• Greet customers and provide outstanding service.
• Promote NASB products and make referrals to mortgage sales.
• Assist customers with accounts and service needs.
• Resolve issues to ensure customer satisfaction.
• Support branch marketing activities and promotions.
• Handle daily operations: opening accounts, cash controls, balancing, CIP compliance.
• Adhere to BSA/AML policies and procedures.

Skills

Customer service

Sales experience

Communication skills

Time management

Basic math

Bilingual (desired)

Education

High school diploma or GED

College degree (preferred)

Job description

$500 Sign-On Bonus Opportunity Available!

Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life.

We are currently looking for a Universal Banker to join our Independence branch team.

Job Summary

Our Universal Bankers provide quality customer service and promote NASB’s products, services, and thoughtful solutions to make banking easy for our customers.

You will be instrumental to the success of NASB by:

• Providing outstanding customer service, greeting each customer as they enter the bank, answering the phone promptly, and taking ownership of each interaction; this includes the support of our mortgage sales team by making referrals.
• Assisting customers in their selection of various accounts and financial services, administering accounts, and positively impacting retention of current customers while achieving branch sales and service goals.
• Resolving any problems, issues, or questions to ensure customer satisfaction.
• Always maintaining a positive, friendly, and professional attitude.
• Assisting with all branch level marketing activities and promotions.
• Performing applicable aspects of daily operations, including opening new accounts, cash controls, balancing, exercising fraud prevention, handling customer transactions, and accurately completing all CIP requirements.
• Adhering to all policies and procedures, including those related to the Bank’s Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance program.

You will be instrumental to the success of NASB by having:

• A High school diploma, GED or foreign equivalent required, college degree or military equivalent preferred.
• One year’s experience in a Retail or Sales environment 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 a demonstrated ability to adapt the conversation of the NASB products/services based on the customers varying needs in person and over the phone.
• Basic math skills: including the ability to solve problems and quickly identify currency denominations.
• Time management and organizational skills, including being detail-oriented and thorough.
• Bilingual desired, but not required.
• Sound judgment and decision-making abilities.
• Ability to lift/carry up to 25 pounds occasionally

What We Offer You

NASB offers unparalleled opportunities for career development and advancement, competitive compensation and bonus opportunities, a well-rounded benefit package, including medical, dental, and vision coverage, 401(k) retirement plan with an immediate employer match, and generous paid time off including, PTO, 11 holidays, your birthday, and volunteer time off.

If you have any questions, please contact [e-mail].

Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position.

North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.