Also referred to as: Banking Account Services Rep I, Customer and Teller Services Rep I
Requirements and Responsibilities

Universal Banker I is responsible for providing a wide range of services to customers, including opening accounts, account management, processing teller transactions, and cross-selling bank products. Builds and maintains strong relationships with customers by understanding their financial needs and providing personalized banking solutions. Being a Universal Banker I resolves customer issues and escalates complex cases as needed. Ensures all transactions meet legal and bank-specific regulations. Additionally, Universal Banker I requires a high school diploma or equivalent. Typically reports to a supervisor. The Universal Banker I works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience.

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