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Personal Banker/Universal Banker

Company: Byline Bank.
Location: Oak Park
Posted on: November 26, 2022

Job Description:

Job Description Position Description

Title: Universal Banker (UB)

Grade: 04

Division: Retail Banking

Job Code: RET402

Reports To: Regional Manager

FLSA Status: Non-Exempt

Objective of Position :

The Universal Banker is responsible for conducting teller and cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Universal Banker will work with the operations and sales team to achieve deposit, business, and consumer relationship growth while providing operational support and exceptional customer service.

Duties and responsibilities

Greet customers and direct incoming calls to appropriate staff.

Accurately process transactions and new account openings in a timely and professional manner.

Constantly look for ways to improve processes that will improve the customer's experience and communicate those ideas to Branch Management.

Assess and handle retail customers' banking needs and obtain and process customer/account information, including cash handling.

Open and service accounts and identify cross-selling opportunities for new and existing customers.

Call on potential or existing customers to develop new business by promoting our bank's services and products, with the goal of expanding relationships and bank profitability.

Display exceptional customer service and sales skills and maintain a professional attitude.

Maintain accuracy and compliance in all account documentation.

Minimizes risk of losses, including cash differences and other controllable losses.

Maintain current knowledge of all Federal and State laws and regulations, along with the Bank's policies and procedures.

Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.).

Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.

The incumbent also maintains current knowledge of competitor products, services, and current promotions.

Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Requirements :

High School Degree or GED required.

3+ years of experience in a banking environment. Previous experience as a teller, personal banker or universal banker, a plus.

Must be detail oriented with excellent organizational skills.

Must be able to lift 30 pounds.

Team player with a strong desire to learn, exercise good leadership skills, independent judgment, discretionary thinking, creativity and be able to work in a fast-paced environment.

Strong knowledge of Microsoft Office preferred.

Working knowledge of banking regulatory requirements.

Knowledgeable about a wide variety of retail bank products and administrative support.

Strong time management skills and attention to detail.

Ability to communicate in a professional, accurate, and clear manner with internal & external stakeholders.

Makes sound judgments regarding customer service and risk to the bank, effectively balancing both. Understands when to escalate a problem or situation to management for resolution.

Continue to look for ways in which to complete tasks and duties in an efficient, cost-effective, and productive manner, without sacrificing excellent customer service.


Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.

Keywords: Byline Bank., Oak Park , Personal Banker/Universal Banker, Other , Oak Park, Illinois

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