Universal Banker II
Align Credit Union
Job Description
Job Description
Role:
The Universal Banker II is a seasoned sales and service professional and is responsible for cultivating, maintaining and enhancing long lasting relationships with existing and prospective members. This is achieved by providing exceptional service and meeting all financial needs of each member through the servicing of existing products and services, making new product and service recommendations and completing member requests.
Performs functions to provide the highest level of service and responsiveness to credit union members, within scope of authority and expertise.
Essential Functions & Responsibilities:
Consistently executes appropriate behaviors consistent with Align CU's values and member service standards to deliver exceptional member experiences.
Proactively connects with members to deepen relationships through needs-based conversations.
Achieves all assigned member service and sales goals.
Acquires and maintains all member relationships over the entire lifecycle of the member by identifying and understanding the financial needs of the member.
Recommends appropriate solutions to meet member needs. Consults with and/or makes referrals to product specialists who can assist with meeting specific member needs such as wealth management, real estate and commercial lending, etc.
Completes all member requests including, but not limited to, account opening, personal, automobile, and equity loan applications and closings, mortgage applications, servicing requests, issuing and maintaining debit cards, and routine banking transactions. (deposits, withdrawals, loan payments, check cashing, etc.)
Participates in the branch's operational tasks such as audits, cash settlements, ATMs, and cash recyclers, for dual control purposes.
Participates in opening and closing branch procedures.
Develops and deepens member relationships by taking ownership to resolve member issues efficiently. Assists members with basic to complex situations.
$22 - $26 per hour
...The Universal Banker II is a seasoned sales and service professional and is responsible for cultivating, maintaining and enhancing long lasting relationships with existing and prospective members. This is achieved by providing exceptional service and meeting all financial...SuggestedHourly payMonday to FridayGreyMatter IT
Lowell, MA3 days ago- ## Retail Banker II - Chelmsford, MAPostulerremote type: Sur placelocations: Chelmsford, Massachusettstime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 17 juillet 2026 (Il reste 30 jours pour postuler)job requisition id: R\_1494798**Work...SuggestedTemporary workWork at officeLocal areaWork from homeFlexible hours
TD Bank
Chelmsford, MA1 day ago - ...greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the... ...building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may...Suggested
$48.18k - $72.27k
...Universal Banker Burlington Branch - Burlington, MA 01803 Overview Salary Range $48,177.00 - $72,265.00 Salary Position Type Full Time Description Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks...SuggestedFull timeTemporary workWork at officeLocal areaAfternoon shiftLeader Bank
Burlington, MA4 days ago$23.25 - $30.75 per hour
...Retail Banker II Work Location: Chelmsford, Massachusetts, United States of America Hours: 40 Pay Details: $23.25 - $30.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...SuggestedWork at office- TD Bank is seeking a Retail Banker II in Chelmsford, MA. This role delivers consultative banking advice, builds lasting customer relationships, and promotes TD’s range of products and services to meet customers’ financial goals. With 2+ years in customer sales or service...
- ...Sr. Universal Banker The Sr. Universal Banker position will be responsible to perform the job responsibilities of both a Senior Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively...Work at officeFlexible hours
- Berkshire Bank in Burlington, MA, seeks a Sr. Universal Banker to deliver exceptional customer experiences and process transactions. You will build and expand customer relationships while ensuring compliance with all banking policies and procedures. Ideal candidates have...Part timeFlexible hours
- Leader Bank in Burlington, MA is seeking a Full Time Teller/Customer Service role at the Burlington Branch. The position requires friendly, detail-oriented individuals to assist customers with deposits, accounts, and banking needs. The job emphasizes sales and referrals...Full time
$21 - $23 per hour
Job Category : Retail Banking & Advisory Services Requisition Number : UNIVE001181 Posted : August 11, 2026 Full-Time On-site Locations Showing 1 location Tewksbury 1775 Main Street Tewksbury, MA 01876, USA Tewksbury 1775 Main Street Tewksbury, MA 01876, USA With nearly...Hourly payFull timeWork at officeLowell Five
Tewksbury, MA1 day ago- The Universal Banker at SouthState Bank in Granbury, Texas serves as a full-service contact point for customers, combining teller and financial service duties. He or she attracts and retains customer relationships and contributes to the bank’s growth by cross-selling services...
- TD Bank Group in Massachusetts is seeking a Banking Professional to cultivate and sustain client relationships by delivering personalized banking solutions aligned to long-term financial goals. You will acquire new clients and deepen existing relationships through consultative...
- TD Bank Group (TD) in Massachusetts seeks a Mortgage Loan Originator to cultivate client relationships and deliver tailored banking solutions. You will assess needs, present mortgage and related product options, and guide clients through the lending process while maintaining...Local area
- Work Location Location: Tewksbury, Massachusetts, United States of America. Hours: 40. Pay Details: $23.25 - $30.75 USD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining...Work experience placementWork at officeLocal areaWork from homeFlexible hours
$23.58 per hour
...Job Description Job Description Company: The Merrimack Title: Customer Service Banker (Universal Banker) Location: Windham, NH Position Details: Full-time, including rotating Saturdays Are you a customer-focused banking professional who enjoys building...Hourly payFull timeWork at officeLocal areaThe Merrimack
Windham, NH6 days ago$37.93k - $54.02k
...Overview It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement...TraineeshipWork experience placementWork at officeWeekend workMiddlesex Savings
Acton, MA18 hours ago- ...Banker Position At Rockland Trust Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families...Live inWork at officeLocal areaFlexible hours
Rockland Trust
Methuen, MA1 day ago $25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens
Windham, NH1 day ago- Rockland Trust is seeking a Banker to join our Retail Branch team in Massachusetts. You will deliver exceptional customer service, leverage financial knowledge, and help clients meet their goals through personalized guidance. As a Banker, you will identify opportunities...
- Overview Join Our Team and Make an Impact! At Jeanne D’Arc Credit Union, we don’t just offer jobs—we build careers. With competitive pay, outstanding benefits, a supportive team environment, and endless growth opportunities, you’ll have everything you need to thrive. We...Work at officeImmediate start
Jeanne D'Arc
Chelmsford, MA2 days ago - Teller, Lowell, MA, Part-Time, OnsiteJob Category: Branch ServicesLocation: Lowell, MA 01850, USAJob DetailsDescriptionSchedule: Mon - Fri 8:30 – 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 – 3:30 (40 hours)What You'll Do:Contribute to DCU's Success Sharing...Part time
DCU Opportunities
Lowell, MA3 days ago - Middlesex Savings Bank is seeking a Banker I to represent the bank, build customer relationships, and promote our core values. You will conduct teller transactions, open personal and basic business accounts, and help customers with questions and problem resolution. Education...Weekend work
- Rockland Trust is seeking a Banker to join our Retail Branch network in the Windham NH area. You will deliver exceptional customer service and financial guidance, helping clients meet their banking goals while representing the bank in the community. This floating role...Flexible hours
- Rockland Trust, a full-service commercial bank, is hiring a Banker for its Retail Branch network in Massachusetts. You will deliver exceptional customer service, apply broad financial knowledge, and help clients meet short- and long-term goals. This role emphasizes relationship...Temporary work
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Job Description ...Shift workWeekend workDay shift
$38.25k
Overview Join to apply for the Relationship Banker, Lawrence, MA role at Santander Bank, N.A. Responsibilities Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers...Hourly payFull timeContract workWork experience placementWork at officeAfternoon shift- TD in Methuen is seeking a banking professional who builds trusted relationships and delivers personalized solutions to help clients meet their financial goals. You will engage clients through walk-ins, lead management, and outreach, aligning TD's products with their priorities...
- Rockland Trust in Massachusetts is seeking a Banker to provide exceptional customer service and expert financial guidance in a Retail Branch setting. You will leverage broad financial knowledge to address customer needs and deepen relationships within the community. We...
- Work Location:Methuen, Massachusetts, United States of AmericaHours:40Pay Details:$22.50 - $29.50 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...Work at officeLocal areaWork from homeFlexible hours
$21 per hour
...help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens
Wilmington, MA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker II. Be the first to apply!
