Universal Banker

Position Title:  Universal Banker

Office:             Snohomish Office at Fred Meyer                          

Days/Hours:    As assigned 

Office Hours:   Monday – Friday 9:00 am to 6:00 pm Saturday 10:00 am to 2:00 pm

Reports to:      Operations Manager

Position Purpose

Provides new and existing customers with high quality service and specializes in assessing customer needs. This individual presents, sells and opens various consumer deposit accounts and services, performs teller transactions with a high regard to detail, anticipates customer needs, and refers product openings in a professional, courteous and friendly manner.

Essential Functions

I. Transactions and Inquiries

  • Ability to accurately process all checking, savings, loan and CD teller transactions
  • Ability to handle most customer inquiries
  • Ability to accept and process customer and account level maintenance
  • Ability to operate all branch equipment

Regulatory and Procedural Compliance

  • Possesses and demonstrates knowledge of and compliance with all Federal and State regulations.
  • Possesses knowledge of robbery and security procedures
  • Possesses and demonstrates knowledge of internal policy and procedure and utilize resources (ie. Operations Manual, Compliance Manual, etc.)

III. Product Knowledge and Sales Activities

  • Ability to offer high level of customer service
  • Possesses product knowledge of all personal and business products/services including all e-banking products/services
  • Ability to assess customer needs, make product recommendations, open products/services and/or appropriately refer to other banking partners
  • Demonstrates cross selling and referral skills
  • Sets and obtains goals
  • Obtains proficiency in Client Advisor/Baker Hill

IV. Miscellaneous

  • Performs back-up duties for other positions in the branch as needed
  • Assists other employees in the office with questions and additional training in the branch
  • Possesses a working knowledge of branch cash balancing
  • Other duties as assigned

Training Expectation

Successful completion of all Universal Banker training within 90 days from date of hire.


  • Must be customer service oriented
  • Mature, outgoing, professional attitude with customers, prospects and co-workers
  • Excellent verbal and written communication skills
  • Knowledge of banking products, policies and procedures
  • Must project a professional appearance
  • Proficiency in basic computer skills. Experience with Outlook, Word, & Excel preferred
  • Professional and high regard for confidentiality


  • High School Diploma, G.E.D. or equivalent.
  • Minimum two year customer service and cash handling experience
  • One year banking experience preferred

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