Twin Cedars Bank

Universal Banker

Date Posted
November 7, 2023
Full Time and Part Time

Job Details


The Universal Banker is responsible for establishing, retaining, and deepening customer relationships by performing efficient and accurate banking transactions; working the teller line, handling loan request and opening and closing accounts in support of Bank priorities and strategic objectives.

Duties & Responsibilities

Accurately opens and closes accounts in accordance to operating controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer assets

Assist customers with loan request and process which includes taking an application, collecting the required documentation for the loan, discussing the request with an approver and closing the deal

Demonstrates knowledge and understanding of the new accounts system database to manage and maintain customer account information

Performs duties for entry/exit for safe deposit box customers, and opens & closes safe deposit boxes by following safe deposit box policies & procedures

Assists customers with telephone inquiries to provide solutions to their banking needs

Assists customers with routine account-related requests; researches and resolves account service inquiries/issues; and responds to client inquiries promptly, effectively, and professionally

Performs teller responsibilities in accordance with the Teller job description

Utilizes excellence customer service to build relationships by actively recommending new and existing products and services to current and potential customers

Assists with efforts to identify and implement a positive overall customer experience

Contributes towards fostering teamwork within the department

Assist in Compliance Review and Bank Secrecy Act

Performs other duties as assigned by management


Education & Work Experience Requirements

High school diploma or GED equivalent, and a minimum of 2 year experience performing teller responsibilities, and a minimum of 1 year experience performing as a bank customer service representative or similar capacity.


Solid understanding of banking principles and regulations, proficiency in Microsoft Office products, intermediate proficiency in Bank core processing systems, math aptitude, strong written and oral presentation skills, must have the ability to handle high pressure situations while maintaining composure, attention to detail is critical.

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