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

Universal Banker III 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 III resolves customer issues and escalates complex cases as needed. Ensures all transactions meet legal and bank-specific regulations. Additionally, Universal Banker III requires a high school diploma or equivalent. Typically reports to a supervisor. The Universal Banker III works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Universal Banker III typically requires 3-5 years of related experience.

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