Universal Banker
First Horizon Bank
Overview Location: On site at location listed in job posting. Schedule: Monday through Friday; 9:00AM to 5:00PM. Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Responsibilities Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate. Client Experience Research and resolve problems and respond to client inquiries on account status. Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and Risk Management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational Efficiency Assist banking center associates with all aspects of daily operations as needed, including audit controls. Assist banking center management with “on the job training” of new associates. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12–15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition #J-18808-Ljbffr First Horizon Bank
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for an Universal Banker to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit...SuggestedHourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$37.44k - $45.19k
...Universal Banker I United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions...SuggestedFull timeLocal areaRemote work- As a Universal Banker II at M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service. The Universal Banker II processes and initiates various financial transactions for the bank customers and assists the Branch Manager...SuggestedWork at office
- A financial institution in Raleigh is seeking a Universal Banker II to manage client banking needs from sales to service. Responsibilities include initiating financial transactions, assisting the Branch Manager, and providing superior customer service. The ideal candidate...Suggested
- A financial institution in Raleigh is seeking a Universal Banker II to manage clients' banking needs. Responsibilities include processing transactions, assisting in business development, and acting as a supervisor when the Branch Manager is absent. Candidates should have...Suggested
- Truist - - Responsibilities: Provide timely client transactions and maintain accurate records; Educate clients on digital self-service banking solutions; Participate in outbound client outreach and identify needs for referral to branch team; Understand Integrated Relationship...
- Job Title Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained...Full timePart timeWork at officeNight shiftWeekend work
$21 per hour
Join to apply for the Senior Sales & Service Representative - Brier Creek (Universal Banker) role at First Citizens Bank 3 days ago Be among the first 25 applicants Join to apply for the Senior Sales & Service Representative - Brier Creek (Universal Banker) role at First...Full timeRemote workShift work- Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 103 Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- * Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies...
- ...convenience of "banking where you shop" while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing...Work at officeFlexible hours
- ...Schedule: Monday through Friday 8:30AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...general education degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft...Temporary workWork at officeMonday to Friday
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
- Huntington Bancshares, Inc. is looking for a Customer Experience Banker in North Carolina. This role is crucial in helping walk-in customers achieve their financial goals through exemplary service and relationship management. Responsibilities include educating customers...Remote jobFull timeFlexible hours
- .... Raleigh, North Carolina. 27601.## **Join our team. Make a difference - for us and for your future.****Position Title:** Business Banker 3 **Business Unit:** Commercial Banking **Reports To:** Commercial Banking Team Leader **Position Overview:** This position is primarily...Bank staffWork at office
- PNC Financial Services Group, Inc. is seeking a Personal Banker for our Plaza Branch in Raleigh, NC. This role involves acquiring and deepening customer relationships through proactive sales and exceptional service while managing financial transactions. The ideal candidate...
$250k
...supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the...Temporary workWork experience placement- PNC is seeking a Branch Banker in Raleigh, NC to enhance customer experiences and deepen branch customer relationships. The successful candidate will engage in proactive sales, manage customer experiences, and utilize technology to support financial transactions. This...
- Fnb Online in Raleigh, North Carolina, is looking for a Business Banker 3 responsible for developing and servicing business relationships. The ideal candidate will have at least 7 years in commercial banking, excellent communication, project management, and customer service...
- A leading financial services provider is seeking a Business Banker in Raleigh, NC. The role focuses on developing and servicing business relationships while enhancing the bank's visibility in the community. Candidates should have a Bachelor's degree and at least 7 years...
- ...externally* Utilizes feedback through coaching sessions to demonstrate stronger performance* Establishes relationships with partner bankers to make effective referrals to them* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by...Work at office
- ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties....Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Habitat For Humanity Of Durham is seeking a client-focused candidate for a role requiring cash handling and customer service expertise. The successful candidate will ensure a distinctive client experience while managing transactions and building relationships. With a high...
$147.25k - $245k
Commercial Banker - Life Sciences Banking - Vice President Job Information Job Identification 210748225 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 05/13/2026, 05:31 PM Locations 4000 Center North Hills St, Raleigh, NC, 276...Full timeShift work- Habitat For Humanity Of Durham is looking for a client service representative in Raleigh, North Carolina. The role involves providing a distinctive client experience by handling transactions, engaging clients, and supporting sales processes. The ideal candidate should have...
- JPMorgan Chase & Co. is seeking a Commercial Banker in Raleigh, North Carolina. This role involves acquiring and maintaining relationships with businesses that have annual revenues between $20 million and $100 million. Candidates should have a minimum of five years of...
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing...Local areaFlexible hours
- ...Floating Relationship Banker This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
- ...Matrix Management Problem Solving Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties...Full timeTemporary workWork experience placement
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual revenues...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!

