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Universal Banker

Company: Bluestone Bank
Location: Raynham
Posted on: May 20, 2023

Job Description:

Bluestone Bank

Description: As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, educate customers, and process teller transactions as required. Availability to work on Saturday mornings is required.

Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation.

Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level.

Do you have two years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation, and provides training for you to continue to grow in your position.


  • Leads and participates in delivery of prompt and courteous customer service and follows service standards. Establishes proficiency of the Bank's systems needed to effectively service customers.
  • Adheres to compliance regulations and operational policies and procedures; CTR, Truth in Savings, Reg. CC, EFT, acceptable computer use, etc.
  • Cross-sells Bank deposit products, services, and distribution channels. Encourages automated transaction handling to customers by conducting demonstrations or explaining alternative banking delivery channels.
  • Refers Trust, Investments, Retail Loan, and Commercial Loan opportunities to specialists.
  • Processes financial transactions accurately and timely, including but not limited to: deposits, withdrawals, check cashing, transfers, treasurer checks, money orders, loan payments/payoffs, loan payments, account closeouts, updating passbooks, safe deposit box payments, etc. Balances within percentage guidelines. Applies bank procedures.
  • Assists with operation of branch by: Opening and closing branch, maintaining cash limits and supply, performing branch settlement and assisting others with balancing, servicing and balancing all ATMs and cash/coin machine, approving checks and withdrawals in excess of audit limits, assisting in branch audits, issuing and verifying bait money, reporting counterfeit currency and preparing CTRs, performing system overrides as required, signing official checks up to the designated authority level, opening and closing the safe deposit vault, providing access to customers, testing alarms and maintaining branch security, observing branch facility for tidiness and equipment compromise, following record retention policies.
  • Provides customer service by: Establishing new deposit and safe deposit box accounts by inputting all required information into computer system, obtains all applicable security clearances and required signatures, updating and maintaining customer information, processing, reviewing, and completing various transactions, including but not limited to: stop payments, CD renewals and rate changes, wire transfers, IRA deposits, etc., processing Debit and Credit card applications, researching and resolving customer inquiries and problems; following through or referring as appropriate, processing check orders.
  • Assists with oversight of staff by: Allocating and coordinating work flow, guiding and advising coworkers in the more complex phases of their work, training new and existing coworkers, providing input for staff scheduling, maintaining computer system access for coworkers.
  • Orders and maintains supplies.
  • Processes mail, interoffice mail, email, and returned mail.
  • Provides coverage at any location required.
  • Performs additional duties as requested.Requirements:
    • Banking experience preferred, but not required.
    • Ability to quickly learn and properly use various software programs.
    • Completion of high school or equivalent. Bluestone Bank is an Equal Opportunity Employer.


Keywords: Bluestone Bank, Brockton , Universal Banker, Other , Raynham, Massachusetts

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