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

Universal Banker II 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 II resolves customer issues and escalates complex cases as needed. Ensures all transactions meet legal and bank-specific regulations. Additionally, Universal Banker II requires a high school diploma or equivalent. Typically reports to a supervisor. The Universal Banker II works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Universal Banker II typically requires 1-3 years of related experience.

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